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Freshpet

152 hedge funds and large institutions have $862M invested in Freshpet in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

7% more funds holding

Funds holding: 142152 (+10)

1.92% more ownership

Funds ownership: 73.46%75.38% (+1.9%)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

9% less capital invested

Capital invested by funds: $952M → $862M (-$90.4M)

62% less call options, than puts

Call options by funds: $5.98M | Put options by funds: $15.7M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
50
Reduced
53
Closed
17
Calls
$5.98M
Puts
$15.7M
Net Calls
-$9.71M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GGHC
1
Gilder Gagnon Howe & Co
New York
$83.4M -$1.99M -57,178 -2%
BlackRock
2
BlackRock
New York
$60.4M -$210K -6,036 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.3M +$2.77M +79,614 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$46M -$241K -6,914 -0.5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$45.7M -$12.9M -370,520 -21%
RP
6
Riverbridge Partners
Minnesota
$32.6M -$1.3M -37,467 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$31.5M +$296K +8,519 +0.9%
EA
8
Emerald Advisers
Pennsylvania
$28.5M +$1.11M +31,849 +4%
Victory Capital Management
9
Victory Capital Management
Texas
$28.3M +$7.98M +229,352 +35%
Franklin Resources
10
Franklin Resources
California
$25.1M -$1.18M -34,000 -4%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25.1M +$735K +21,105 +3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$25M +$9.19M +264,190 +51%
WA
13
Wasatch Advisors
Utah
$18.8M -$2.08M -59,692 -9%
Ameriprise
14
Ameriprise
Minnesota
$16.8M +$749K +21,519 +4%
State Street
15
State Street
Massachusetts
$16.1M -$331K -9,525 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.4M -$5.92M -170,143 -26%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$15.1M -$8.07M -232,000 -33%
Goldman Sachs
18
Goldman Sachs
New York
$15M -$96.1K -2,761 -0.6%
O
19
OppenheimerFunds
New York
$14.7M +$15.9M +457,102 New
DCM
20
Driehaus Capital Management
Illinois
$14.1M +$3.47M +99,796 +29%
Northern Trust
21
Northern Trust
Illinois
$13.5M +$64.8K +1,862 +0.4%
ECP
22
Elk Creek Partners
Colorado
$9.94M -$845K -24,283 -7%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.61M +$10.4M +298,665 +110,208%
Bank of America
24
Bank of America
North Carolina
$9.21M -$1.23M -35,235 -11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$9.15M +$717K +20,604 +8%

FRPT Hedge Fund Activity: Q4 2018 in Review

152 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Freshpet (FRPT) for Q4 2018, worth a combined $862M — down 9.5% from $952M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FRPT positions and 17 closed out — a net gain of 11 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $15.9M. The largest seller was AllianceBernstein, cutting an estimated $12.9M.

  • 152 institutional investors held Freshpet (FRPT) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $862M of Freshpet stock for Q4 2018, down 9.5% quarter-over-quarter.
  • 28 funds opened new Freshpet positions in Q4 2018 and 17 closed out, a net change of +11 holders.
  • The largest Freshpet buyer in Q4 2018 was OppenheimerFunds, an estimated $15.9M added.
  • The largest Freshpet seller in Q4 2018 was AllianceBernstein, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2018.