Fresenius Medical Care
135 hedge funds and large institutions have $573M invested in Fresenius Medical Care in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 59 reducing their positions, and 13 closing their positions.
93% more call options, than puts
Call options by funds: $740K | Put options by funds: $384K
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
4% more funds holding
Funds holding: 130 → 135 (+5)
1% more capital invested
Capital invested by funds: $569M → $573M (+$4.6M)
0.51% less ownership
Funds ownership: 5.68% → 5.17% (-0.51%)
51% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$4.22M |
| 2 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$2.49M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$2.13M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.75M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$10.9M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$8.04M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$6.58M |
| 4 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$6.34M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$5.42M |
FMS Hedge Fund Activity: Q4 2013 in Review
135 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2013, worth a combined $573M — up 0.81% from $569M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FMS positions and 13 closed out — a net gain of 5 holders — while 29 added to existing stakes and 59 trimmed.
The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $4.22M. The largest seller was Marathon Asset Management (UK), cutting an estimated $10.9M.
- 135 institutional investors held Fresenius Medical Care (FMS) as of Q4 2013, up from 130 in Q3 2013.
- Funds reported $573M of Fresenius Medical Care stock for Q4 2013, up 0.81% quarter-over-quarter.
- 18 funds opened new Fresenius Medical Care positions in Q4 2013 and 13 closed out, a net change of +5 holders.
- The largest Fresenius Medical Care buyer in Q4 2013 was State Farm Mutual Automobile Insurance, an estimated $4.22M added.
- The largest Fresenius Medical Care seller in Q4 2013 was Marathon Asset Management (UK), an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2013.