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Fresenius Medical Care
FMS

132 hedge funds and large institutions have $454M invested in Fresenius Medical Care in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 127 → 132 (+5)

0.35% less ownership

Funds ownership: 4.73% → 4.37% (-0.35%)

11% less capital invested

Capital invested by funds: $510M → $454M (-$55.6M)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
36
Reduced
48
Closed
12
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$1.46M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$7.19M
2
Millennium Management
Millennium Management
New York
+$5.16M
3
Invesco
Invesco
Georgia
+$3.08M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.84M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
-$18.7M
2
VKH
Virtu KCG Holdings
New York
-$12.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.2M
4
TIM
Thornburg Investment Management
New Mexico
-$8.16M
5
Goldman Sachs
Goldman Sachs
New York
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$2.89M +$2.84M +85,055 +7,270%
PI
27
Placemark Investments
Illinois
$2.75M -$1.29M -38,659 -32%
Bank of America
28
Bank of America
North Carolina
$2.71M +$702K +21,059 +35%
FA
29
FDx Advisors
Illinois
$2.68M -$244K -7,307 -8%
TAM
30
Trillium Asset Management
Massachusetts
$2.56M -$82.5K -2,474 -3%
COPPSERS
31
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.55M – – –
RCM
32
Riverhead Capital Management
Delaware
$2.53M – – –
VKH
33
Virtu KCG Holdings
New York
$2.52M -$12.4M -370,612 -83%
Jane Street
34
Jane Street
New York
$2.42M +$1.79M +53,574 +289%
HJGA
35
Hardman Johnston Global Advisors
Connecticut
$2.2M – – –
Wells Fargo
36
Wells Fargo
California
$2.13M -$686K -20,578 -24%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.07M -$1.92M -57,450 -48%
U
38
UBS
Switzerland
$1.93M +$983K +29,461 +105%
Citigroup
39
Citigroup
New York
$1.92M -$147K -4,420 -7%
BFIM
40
Beese Fulmer Investment Management
Ohio
$1.68M -$742K -22,261 -31%
HC
41
Highmount Capital
New York
$1.63M -$149K -4,460 -8%
CAM
42
Capstone Asset Management
Texas
$1.56M +$104K +3,110 +7%
EGA
43
Eagle Global Advisors
Texas
$1.53M +$263K +7,900 +21%
BFM
44
Boston Financial Management
Massachusetts
$1.46M -$62.3K -1,869 -4%
KAM
45
Keeley Asset Management
Illinois
$1.34M -$11.2K -335 -0.8%
GT
46
Glenmede Trust
Pennsylvania
$1.32M -$72.4K -2,171 -5%
FNYS
47
First New York Securities
New York
$1.29M +$720K +21,602 +127%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$1.22M -$279K -8,371 -19%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$1.16M -$440K -13,202 -28%
CA
50
Commerzbank Aktiengesellschaft
Germany
$1.15M – – –
1
2
3 4 5

FMS Hedge Fund Activity: Q2 2014 in Review

132 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2014, worth a combined $454M — down 11% from $510M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FMS positions and 12 closed out — a net gain of 5 holders — while 36 added to existing stakes and 48 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $7.19M. The largest seller was Harding Loevner, cutting an estimated $18.7M.

  • 132 institutional investors held Fresenius Medical Care (FMS) as of Q2 2014, up from 127 in Q1 2014.
  • Funds reported $454M of Fresenius Medical Care stock for Q2 2014, down 11% quarter-over-quarter.
  • 17 funds opened new Fresenius Medical Care positions in Q2 2014 and 12 closed out, a net change of +5 holders.
  • The largest Fresenius Medical Care buyer in Q2 2014 was Renaissance Technologies, an estimated $7.19M added.
  • The largest Fresenius Medical Care seller in Q2 2014 was Harding Loevner, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2014.