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Freshpet

175 hedge funds and large institutions have $1.8B invested in Freshpet in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

15% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 60

14% more capital invested

Capital invested by funds: $1.59B → $1.8B (+$217M)

3.25% more ownership

Funds ownership: 97.26%100.51% (+3.2%)

12% less funds holding

Funds holding: 198175 (-23)

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

68% less call options, than puts

Call options by funds: $5.23M | Put options by funds: $16.1M

Holders
175
Holders Change
-23
Holders Change %
-11.62%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
19
Increased
69
Reduced
60
Closed
40
Calls
$5.23M
Puts
$16.1M
Net Calls
-$10.9M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$126M +$10.7M +235,122 +10%
GGHC
2
Gilder Gagnon Howe & Co
New York
$125M -$1.64M -35,892 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M -$318K -6,956 -0.3%
WA
4
Wasatch Advisors
Utah
$68.6M +$30.9M +676,223 +96%
AllianceBernstein
5
AllianceBernstein
Tennessee
$66.5M +$3.24M +70,981 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$63.9M +$10.9M +238,431 +23%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$63.1M +$13.9M +304,718 +32%
CIP
8
Champlain Investment Partners
Vermont
$61.2M +$23.3M +509,035 +71%
Capital Research Global Investors
9
Capital Research Global Investors
California
$52.7M +$48.4M +1,058,608 New
Invesco
10
Invesco
Georgia
$50.2M +$5.51M +120,568 +14%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$48.5M +$9.83M +215,050 +28%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$46M -$39.8M -870,164 -48%
Victory Capital Management
13
Victory Capital Management
Texas
$42.5M +$13M +283,439 +50%
EA
14
Emerald Advisers
Pennsylvania
$41.1M -$2.6M -57,011 -6%
EMFAT
15
Emerald Mutual Fund Advisers Trust
Pennsylvania
$39.1M -$526K -11,517 -1%
Ameriprise
16
Ameriprise
Minnesota
$39M +$8.61M +188,360 +32%
Wells Fargo
17
Wells Fargo
California
$36M +$5.51M +120,509 +20%
State Street
18
State Street
Massachusetts
$33.2M +$1.03M +22,485 +3%
RP
19
Riverbridge Partners
Minnesota
$32.4M -$671K -14,686 -2%
EAM
20
Eagle Asset Management
Florida
$30.2M +$745K +16,310 +3%
Franklin Resources
21
Franklin Resources
California
$29M -$1.22M -26,715 -4%
CTA
22
Carillon Tower Advisers
Florida
$27.6M +$293K +6,420 +1%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$26.6M
HAM
24
Honeycomb Asset Management
New York
$26.5M +$3.58M +78,300 +17%
Allianz Asset Management
25
Allianz Asset Management
Germany
$26M +$3.61M +78,981 +18%

FRPT Hedge Fund Activity: Q3 2019 in Review

175 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Freshpet (FRPT) for Q3 2019, worth a combined $1.8B — up 14% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FRPT and 19 opened new positions — a net loss of 21 holders — while 60 trimmed existing stakes and 69 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $48.4M. The largest seller was Fidelity Investments, cutting an estimated $39.8M.

  • 175 institutional investors held Freshpet (FRPT) as of Q3 2019, down from 198 in Q2 2019.
  • Funds reported $1.8B of Freshpet stock for Q3 2019, up 14% quarter-over-quarter.
  • 19 funds opened new Freshpet positions in Q3 2019 and 40 closed out, a net change of -21 holders.
  • The largest Freshpet buyer in Q3 2019 was Capital Research Global Investors, an estimated $48.4M added.
  • The largest Freshpet seller in Q3 2019 was Fidelity Investments, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2019.