Kadmon Holdings, Inc.
KDMN
KDMN was delisted on the 8th of November, 2021.
142 hedge funds and large institutions have $811M invested in Kadmon Holdings, Inc. in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 11 closing their positions.
273% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 11
48% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 33
37% more capital invested
Capital invested by funds: $592M → $811M (+$219M)
27% more funds holding
Funds holding: 112 → 142 (+30)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$23.9M |
| 2 |
APM
Avidity Partners Management
Dallas,
Texas
|
+$16.1M |
| 3 |
State Street
Boston,
Massachusetts
|
+$15.8M |
| 4 |
Goldman Sachs
New York
|
+$12.8M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vivo Capital
Palo Alto,
California
|
-$32.2M |
| 2 |
TP
Third Point
New York
|
-$8.1M |
| 3 |
Morgan Stanley
New York
|
-$5.37M |
| 4 |
ACP
Acuta Capital Partners
Redwood City,
California
|
-$4.84M |
| 5 |
OM
Opaleye Management
Boston,
Massachusetts
|
-$4.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
151
JS Capital Management
New York
| – | -$65K | -15,400 | Closed |
|
152
Fisher Asset Management
Camas,
Washington
| – | -$53K | -12,583 | Closed |
|
153
Acadian Asset Management
Boston,
Massachusetts
| – | -$38K | -9,169 | Closed |
|
KDMN Hedge Fund Activity: Q2 2020 in Review
142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kadmon Holdings, Inc. (KDMN) for Q2 2020, worth a combined $811M — up 37% from $592M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new KDMN positions and 11 closed out — a net gain of 30 holders — while 49 added to existing stakes and 33 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $23.9M. The largest seller was Vivo Capital, cutting an estimated $32.2M.
- 142 institutional investors held Kadmon Holdings, Inc. (KDMN) as of Q2 2020, up from 112 in Q1 2020.
- Funds reported $811M of Kadmon Holdings, Inc. stock for Q2 2020, up 37% quarter-over-quarter.
- 41 funds opened new Kadmon Holdings, Inc. positions in Q2 2020 and 11 closed out, a net change of +30 holders.
- The largest Kadmon Holdings, Inc. buyer in Q2 2020 was Point72 Asset Management, an estimated $23.9M added.
- The largest Kadmon Holdings, Inc. seller in Q2 2020 was Vivo Capital, an estimated $32.2M sold.
Based on aggregated 13F filings for Q2 2020.