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Fresenius Medical Care
FMS

130 hedge funds and large institutions have $453M invested in Fresenius Medical Care in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 4.37% → 4.2% (-0.18%)

0% less capital invested

Capital invested by funds: $454M → $453M (-$1.43M)

2% less funds holding

Funds holding: 132 → 130 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

92% less call options, than puts

Call options by funds: $66K | Put options by funds: $790K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
33
Reduced
52
Closed
14
Calls
$66K
Puts
$790K
Net Calls
-$724K
Net Calls Change
-$691K

Top Buyers

Rank Fund Capital Flow
1
VAM
Vontobel Asset Management
New York
+$34.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.64M
3
Morgan Stanley
Morgan Stanley
New York
+$1.97M
4
AG
Aperio Group
California
+$1.42M
5
HC
Highmount Capital
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$30.8M
2
Northern Trust
Northern Trust
Illinois
-$6.09M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.55M
4
MAA
Managed Account Advisors
New Jersey
-$4.19M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.75M -$2.8M -81,322 -51%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$2.66M +$2.64M +76,602 New
COPPSERS
28
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.64M – – –
RCM
29
Riverhead Capital Management
Delaware
$2.62M – – –
Truist Financial
30
Truist Financial
North Carolina
$2.58M -$664K -19,238 -21%
Jane Street
31
Jane Street
New York
$2.39M -$112K -3,253 -5%
HJGA
32
Hardman Johnston Global Advisors
Connecticut
$2.39M +$105K +3,040 +5%
Bank of America
33
Bank of America
North Carolina
$2.33M -$478K -13,849 -17%
Wells Fargo
34
Wells Fargo
California
$2.19M -$19K -552 -0.9%
VKH
35
Virtu KCG Holdings
New York
$2.13M -$483K -13,990 -19%
EGA
36
Eagle Global Advisors
Texas
$2.12M +$533K +15,440 +34%
U
37
UBS
Switzerland
$2.01M +$14.7K +426 +0.7%
CWG
38
C WorldWide Group
Denmark
$2.01M +$2M +57,900 New
Citigroup
39
Citigroup
New York
$1.75M -$235K -6,815 -12%
CAM
40
Capstone Asset Management
Texas
$1.64M +$29.7K +860 +2%
BFM
41
Boston Financial Management
Massachusetts
$1.58M +$68.5K +1,986 +5%
FA
42
FDx Advisors
Illinois
$1.55M -$1.22M -35,367 -44%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.39M +$132K +3,835 +11%
KAM
44
Keeley Asset Management
Illinois
$1.39M – – –
GC
45
Guggenheim Capital
Illinois
$1.37M +$700K +20,305 +106%
NFGCM
46
Norman Fields Gottscho Capital Management
New York
$1.2M +$1.19M +34,447 New
CA
47
Commerzbank Aktiengesellschaft
Germany
$1.19M – – –
Neuberger Berman Group
48
Neuberger Berman Group
New York
$1.16M -$42.9K -1,245 -4%
WAM
49
World Asset Management
Michigan
$1.11M -$59.8K -1,733 -5%
BFIM
50
Beese Fulmer Investment Management
Ohio
$1.06M -$667K -19,340 -39%
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FMS Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2014, worth a combined $453M — down 0.31% from $454M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FMS and 12 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $34.8M. The largest seller was Thornburg Investment Management, cutting an estimated $30.8M.

  • 130 institutional investors held Fresenius Medical Care (FMS) as of Q3 2014, down from 132 in Q2 2014.
  • Funds reported $453M of Fresenius Medical Care stock for Q3 2014, down 0.31% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q3 2014 and 14 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q3 2014 was Vontobel Asset Management, an estimated $34.8M added.
  • The largest Fresenius Medical Care seller in Q3 2014 was Thornburg Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2014.