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Kamada

29 hedge funds and large institutions have $36M invested in Kamada in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

1.05% less ownership

Funds ownership: 14.81%13.77% (-1%)

9% less funds holding

Funds holding: 3229 (-3)

12% less capital invested

Capital invested by funds: $41M → $36M (-$5.02M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
1
Phoenix Financial
Israel
$5.88M +$174K +28,524 +3%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$5.84M
Renaissance Technologies
3
Renaissance Technologies
New York
$5.71M +$258K +42,438 +5%
MIH
4
Meitav Investment House
Israel
$5.21M +$912K +149,762 +20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.25M +$28.6K +4,701 +0.6%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$2.69M
Norges Bank
7
Norges Bank
Norway
$2.32M -$106K -17,483 -4%
Morgan Stanley
8
Morgan Stanley
New York
$801K -$249K -40,959 -23%
Marshall Wace
9
Marshall Wace
United Kingdom
$561K +$65.2K +10,709 +13%
UBS Group
10
UBS Group
Switzerland
$435K +$49.4K +8,105 +12%
Jane Street
11
Jane Street
New York
$340K +$3.08K +506 +0.9%
EMG
12
ETF Managers Group
New Jersey
$278K +$26.7K +4,388 +10%
SCP
13
Seizert Capital Partners
Michigan
$255K +$92.7K +15,224 +54%
JIR
14
James Investment Research
Ohio
$255K +$267K +43,755 New
ERIM
15
Eagle Ridge Investment Management
Connecticut
$203K
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$186K +$95.1K +15,608 +95%
Axa
17
Axa
France
$163K -$158K -25,909 -48%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$126K +$131K +21,528 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$123K
AIIMS
20
Analyst IMS Investment Management Services
Israel
$114K -$9.14K -1,500 -7%
BlackRock
21
BlackRock
New York
$76K -$59.3K -9,735 -43%
RWM
22
Ritholtz Wealth Management
New York
$69K +$72.3K +11,874 New
US Bancorp
23
US Bancorp
Minnesota
$28K
Osaic Holdings
24
Osaic Holdings
Arizona
$10K +$10.1K +1,658 New
ASN
25
Advisory Services Network
Georgia
$9K

KMDA Hedge Fund Activity: Q1 2020 in Review

29 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kamada (KMDA) for Q1 2020, worth a combined $36M — down 12% from $41M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KMDA and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.

The largest buyer was Meitav Investment House, adding an estimated $912K. The largest seller was ARK Investment Management, exiting entirely with an estimated $478K sold.

  • 29 institutional investors held Kamada (KMDA) as of Q1 2020, down from 32 in Q4 2019.
  • Funds reported $36M of Kamada stock for Q1 2020, down 12% quarter-over-quarter.
  • 5 funds opened new Kamada positions in Q1 2020 and 6 closed out, a net change of -1 holder.
  • The largest Kamada buyer in Q1 2020 was Meitav Investment House, an estimated $912K added.
  • The largest Kamada seller in Q1 2020 was ARK Investment Management, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2020.