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Kamada

20 hedge funds and large institutions have $72.9M invested in Kamada in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more funds holding

Funds holding: 1720 (+3)

17% more capital invested

Capital invested by funds: $62.4M → $72.9M (+$10.6M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$41.2M +$12.2M +812,697 +41%
PC
2
Paulson & Co
New York
$11.2M
JP Morgan Chase
3
JP Morgan Chase
New York
$6.67M +$4.71M +315,015 +236%
Norges Bank
4
Norges Bank
Norway
$4.45M
Lazard Asset Management
5
Lazard Asset Management
New York
$4.28M +$550K +36,768 +15%
MMH
6
Menora Mivtachim Holdings
Israel
$1.4M +$8.98K +600 +0.6%
Millennium Management
7
Millennium Management
New York
$1.22M -$1.02M -67,910 -45%
NA
8
Navellier & Associates
Nevada
$774K -$2.8K -187 -0.4%
Swiss National Bank
9
Swiss National Bank
Switzerland
$358K +$366K +24,444 New
Goldman Sachs
10
Goldman Sachs
New York
$297K -$76.8K -5,135 -20%
U
11
UBS
Switzerland
$275K -$475K -31,742 -63%
ANI
12
American National Insurance
Texas
$264K +$266K +17,750 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$166K +$167K +11,175 New
Renaissance Technologies
14
Renaissance Technologies
New York
$157K +$158K +10,543 New
Deutsche Bank
15
Deutsche Bank
Germany
$132K +$133K +8,906 New
Morgan Stanley
16
Morgan Stanley
New York
$84K +$84.6K +5,650 New
CPA
17
Cowen Prime Advisors
New York
$64K +$64.4K +4,300 New
Bank of America
18
Bank of America
North Carolina
$19K +$10.6K +710 +125%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K -$13.8K -922 -77%
CII
20
CR Intrinsic Investors
Connecticut
-$2.93M -191,523 Closed
KCM
21
Kennedy Capital Management
Missouri
-$1.05M -68,489 Closed
Citigroup
22
Citigroup
New York
-$666K -44,505 -100%
SCA
23
SAC Capital Advisors
Connecticut
-$58K -3,819 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$6K -385 Closed

KMDA Hedge Fund Activity: Q4 2013 in Review

20 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kamada (KMDA) for Q4 2013, worth a combined $72.9M — up 17% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KMDA positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.2M. The largest seller was CR Intrinsic Investors, exiting entirely with an estimated $2.93M sold.

  • 20 institutional investors held Kamada (KMDA) as of Q4 2013, up from 17 in Q3 2013.
  • Funds reported $72.9M of Kamada stock for Q4 2013, up 17% quarter-over-quarter.
  • 7 funds opened new Kamada positions in Q4 2013 and 4 closed out, a net change of +3 holders.
  • The largest Kamada buyer in Q4 2013 was Fidelity Investments, an estimated $12.2M added.
  • The largest Kamada seller in Q4 2013 was CR Intrinsic Investors, an estimated $2.93M sold.

Based on aggregated 13F filings for Q4 2013.