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Fresenius Medical Care
FMS

140 hedge funds and large institutions have $489M invested in Fresenius Medical Care in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $453M → $489M (+$35.9M)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

0.13% less ownership

Funds ownership: 3.92% → 3.79% (-0.13%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 143 → 140 (-3)

20% less call options, than puts

Call options by funds: $278K | Put options by funds: $348K

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
46
Reduced
44
Closed
14
Calls
$278K
Puts
$348K
Net Calls
-$70K
Net Calls Change
-$2.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.04M
2
HL
Harding Loevner
New Jersey
+$3.26M
3
Morgan Stanley
Morgan Stanley
New York
+$2.94M
4
Millennium Management
Millennium Management
New York
+$2.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.52M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$17M
2
Invesco
Invesco
Georgia
-$3.16M
3
Northern Trust
Northern Trust
Illinois
-$3.04M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.39M
5
VKH
Virtu KCG Holdings
New York
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$3.92M +$110K +2,838 +3%
HC
27
Highmount Capital
New York
$3.64M +$51.2K +1,325 +2%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.5M -$2.39M -61,877 -42%
COPPSERS
29
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.15M – – –
RCM
30
Riverhead Capital Management
Delaware
$3.13M – – –
HJGA
31
Hardman Johnston Global Advisors
Connecticut
$2.85M +$1.16K +30 +0%
Truist Financial
32
Truist Financial
North Carolina
$2.74M -$73.3K -1,897 -3%
Renaissance Technologies
33
Renaissance Technologies
New York
$2.54M +$1.52M +39,400 +180%
Bank of America
34
Bank of America
North Carolina
$2.48M +$633K +16,388 +38%
Wells Fargo
35
Wells Fargo
California
$2.39M -$99.8K -2,585 -4%
EGA
36
Eagle Global Advisors
Texas
$2.35M -$174K -4,500 -7%
BFM
37
Boston Financial Management
Massachusetts
$1.88M -$20.2K -524 -1%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$1.72M +$17.3K +449 +1%
KAM
39
Keeley Asset Management
Illinois
$1.66M – – –
UBS Group
40
UBS Group
Switzerland
$1.51M -$158K -4,097 -10%
NFGCM
41
Norman Fields Gottscho Capital Management
New York
$1.48M +$51.2K +1,325 +4%
GC
42
Guggenheim Capital
Illinois
$1.43M -$230K -5,948 -15%
CA
43
Commerzbank Aktiengesellschaft
Germany
$1.42M – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.39M +$121K +3,124 +10%
WAM
45
World Asset Management
Michigan
$1.31M -$4.94K -128 -0.4%
Comerica Bank
46
Comerica Bank
Texas
$1.29M -$1.02M -26,295 -46%
Citigroup
47
Citigroup
New York
$1.25M -$281K -7,273 -19%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$1.21M -$130K -3,372 -10%
LIM
49
Leavell Investment Management
Alabama
$1.2M – – –
FA
50
FDx Advisors
Illinois
$1.15M -$329K -8,531 -23%
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2015 in Review

140 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2015, worth a combined $489M — up 7.9% from $453M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FMS and 13 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 46 added.

The largest buyer was Envestnet Asset Management, adding an estimated $4.04M. The largest seller was Thornburg Investment Management, cutting an estimated $17M.

  • 140 institutional investors held Fresenius Medical Care (FMS) as of Q1 2015, down from 143 in Q4 2014.
  • Funds reported $489M of Fresenius Medical Care stock for Q1 2015, up 7.9% quarter-over-quarter.
  • 13 funds opened new Fresenius Medical Care positions in Q1 2015 and 14 closed out, a net change of -1 holder.
  • The largest Fresenius Medical Care buyer in Q1 2015 was Envestnet Asset Management, an estimated $4.04M added.
  • The largest Fresenius Medical Care seller in Q1 2015 was Thornburg Investment Management, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2015.