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Fresenius Medical Care
FMS

143 hedge funds and large institutions have $453M invested in Fresenius Medical Care in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

10% more funds holding

Funds holding: 130 → 143 (+13)

0% more capital invested

Capital invested by funds: $453M → $453M (+$761K)

0.27% less ownership

Funds ownership: 4.2% → 3.92% (-0.27%)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
3.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
36
Reduced
43
Closed
13
Calls
$2.23M
Puts
–
Net Calls
+$2.23M
Net Calls Change
+$2.95M

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.4M
2
Morgan Stanley
Morgan Stanley
New York
+$5.12M
3
CAM
Capstone Asset Management
Texas
+$1.67M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.42M
5
AG
Aperio Group
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$32.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.66M
3
MAA
Managed Account Advisors
New Jersey
-$2.28M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.23M
5
CWG
C WorldWide Group
Denmark
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
26
Highmount Capital
New York
$3.22M +$41.1K +1,140 +1%
COPPSERS
27
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.83M – – –
RCM
28
Riverhead Capital Management
Delaware
$2.81M – – –
Jane Street
29
Jane Street
New York
$2.72M +$161K +4,455 +6%
HJGA
30
Hardman Johnston Global Advisors
Connecticut
$2.56M – – –
Truist Financial
31
Truist Financial
North Carolina
$2.53M -$234K -6,481 -9%
EGA
32
Eagle Global Advisors
Texas
$2.27M -$577 -16 -0%
Wells Fargo
33
Wells Fargo
California
$2.23M -$107K -2,967 -5%
Comerica Bank
34
Comerica Bank
Texas
$2.13M +$1.05M +29,118 +103%
VKH
35
Virtu KCG Holdings
New York
$2M -$266K -7,371 -12%
BFM
36
Boston Financial Management
Massachusetts
$1.7M +$6.23K +173 +0.4%
Millennium Management
37
Millennium Management
New York
$1.66M -$1.25M -34,726 -44%
Bank of America
38
Bank of America
North Carolina
$1.61M -$849K -23,558 -35%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.52M +$31.4K +871 +2%
UBS Group
40
UBS Group
Switzerland
$1.51M +$1.46M +40,621 New
GC
41
Guggenheim Capital
Illinois
$1.5M +$33.1K +918 +2%
KAM
42
Keeley Asset Management
Illinois
$1.49M – – –
Citigroup
43
Citigroup
New York
$1.39M -$473K -13,118 -26%
FA
44
FDx Advisors
Illinois
$1.35M -$298K -8,263 -19%
NFGCM
45
Norman Fields Gottscho Capital Management
New York
$1.28M -$901 -25 -0.1%
CA
46
Commerzbank Aktiengesellschaft
Germany
$1.27M – – –
CS
47
Credit Suisse
Switzerland
$1.23M +$566K +15,710 +90%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$1.21M -$30.2K -837 -3%
OMC
49
Old Mission Capital
Illinois
$1.19M +$1.15M +31,953 New
WAM
50
World Asset Management
Michigan
$1.18M -$8.43K -234 -0.7%
1
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3 4 5

FMS Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2014, worth a combined $453M — up 0.17% from $453M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FMS positions and 13 closed out — a net gain of 16 holders — while 36 added to existing stakes and 43 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $5.4M. The largest seller was Thornburg Investment Management, cutting an estimated $32.9M.

  • 143 institutional investors held Fresenius Medical Care (FMS) as of Q4 2014, up from 130 in Q3 2014.
  • Funds reported $453M of Fresenius Medical Care stock for Q4 2014, up 0.17% quarter-over-quarter.
  • 29 funds opened new Fresenius Medical Care positions in Q4 2014 and 13 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q4 2014 was Fiera Capital (Canada), an estimated $5.4M added.
  • The largest Fresenius Medical Care seller in Q4 2014 was Thornburg Investment Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2014.