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Fresenius Medical Care
FMS

127 hedge funds and large institutions have $510M invested in Fresenius Medical Care in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 5.17% → 4.73% (-0.44%)

6% less funds holding

Funds holding: 135 → 127 (-8)

11% less capital invested

Capital invested by funds: $573M → $510M (-$63.8M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
47
Closed
19
Calls
$1.42M
Puts
–
Net Calls
+$1.42M
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$9.72M
2
Invesco
Invesco
Georgia
+$8.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.1M
4
AG
Aperio Group
California
+$6.01M
5
Northern Trust
Northern Trust
Illinois
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$44.7M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.7M
3
TWI
Thomas White International
Illinois
-$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.63M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$3.03M +$12K +344 +0.4%
Wells Fargo
27
Wells Fargo
California
$2.94M -$249K -7,109 -8%
CS
28
Credit Suisse
Switzerland
$2.78M -$455K -13,006 -14%
TAM
29
Trillium Asset Management
Massachusetts
$2.75M +$120K +3,424 +5%
COPPSERS
30
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.65M -$448K -12,805 -14%
RCM
31
Riverhead Capital Management
Delaware
$2.63M +$2.65M +75,600 New
BFIM
32
Beese Fulmer Investment Management
Ohio
$2.52M -$66.5K -1,900 -3%
HJGA
33
Hardman Johnston Global Advisors
Connecticut
$2.29M -$7K -200 -0.3%
Citigroup
34
Citigroup
New York
$2.15M -$234K -6,685 -10%
Morgan Stanley
35
Morgan Stanley
New York
$2.13M -$366K -10,455 -15%
Bank of America
36
Bank of America
North Carolina
$2.08M +$56.8K +1,621 +3%
OAM
37
Oxford Asset Management
United Kingdom
$2.07M -$1.97M -56,151 -49%
HC
38
Highmount Capital
New York
$1.85M -$23.3K -665 -1%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$1.67M -$132K -3,766 -7%
PI
40
Putnam Investments
Massachusetts
$1.64M +$3.5K +100 +0.2%
BFM
41
Boston Financial Management
Massachusetts
$1.58M +$39.6K +1,130 +3%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$1.56M -$18.9K -541 -1%
CAM
43
Capstone Asset Management
Texas
$1.51M +$18.2K +520 +1%
GT
44
Glenmede Trust
Pennsylvania
$1.45M +$151K +4,303 +12%
KAM
45
Keeley Asset Management
Illinois
$1.41M -$5.08K -145 -0.4%
EGA
46
Eagle Global Advisors
Texas
$1.32M +$203K +5,800 +18%
Comerica Bank
47
Comerica Bank
Texas
$1.26M -$981 -28 -0.1%
WAM
48
World Asset Management
Michigan
$1.21M -$289K -8,248 -19%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.21M -$9.18K -262 -0.8%
CA
50
Commerzbank Aktiengesellschaft
Germany
$1.19M – – –
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2014 in Review

127 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2014, worth a combined $510M — down 11% from $573M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FMS and 12 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $9.72M. The largest seller was Goldman Sachs, cutting an estimated $44.7M.

  • 127 institutional investors held Fresenius Medical Care (FMS) as of Q1 2014, down from 135 in Q4 2013.
  • Funds reported $510M of Fresenius Medical Care stock for Q1 2014, down 11% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q1 2014 and 19 closed out, a net change of -7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2014 was Virtu KCG Holdings, an estimated $9.72M added.
  • The largest Fresenius Medical Care seller in Q1 2014 was Goldman Sachs, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2014.