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Fresenius Medical Care
FMS

144 hedge funds and large institutions have $475M invested in Fresenius Medical Care in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

3% more funds holding

Funds holding: 140 → 144 (+4)

0.07% less ownership

Funds ownership: 3.79% → 3.72% (-0.07%)

3% less capital invested

Capital invested by funds: $489M → $475M (-$14.2M)

50% less call options, than puts

Call options by funds: $254K | Put options by funds: $507K

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
53
Reduced
37
Closed
12
Calls
$254K
Puts
$507K
Net Calls
-$253K
Net Calls Change
-$183K

Top Buyers

1
HL
Harding Loevner
New Jersey
+$5.26M
2
Morgan Stanley
Morgan Stanley
New York
+$3.99M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.81M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.4M
5
ACM
Ativo Capital Management
Illinois
+$1.93M

Top Sellers

1
VAM
Vontobel Asset Management
New York
-$18.4M
2
Millennium Management
Millennium Management
New York
-$4.83M
3
Jane Street
Jane Street
New York
-$4.36M
4
TIM
Thornburg Investment Management
New Mexico
-$3.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.36M +$900K +21,061 +35%
COPPSERS
27
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.17M – – –
RCM
28
Riverhead Capital Management
Delaware
$3.14M – – –
HJGA
29
Hardman Johnston Global Advisors
Connecticut
$2.86M – – –
Comerica Bank
30
Comerica Bank
Texas
$2.76M +$1.51M +35,305 +114%
Truist Financial
31
Truist Financial
North Carolina
$2.67M -$76.6K -1,793 -3%
Wells Fargo
32
Wells Fargo
California
$2.56M +$172K +4,030 +7%
EGA
33
Eagle Global Advisors
Texas
$2.25M -$107K -2,500 -4%
ACM
34
Ativo Capital Management
Illinois
$1.89M +$1.93M +45,171 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$1.89M +$164K +3,840 +9%
BFM
36
Boston Financial Management
Massachusetts
$1.85M -$33.8K -790 -2%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.69M -$886K -20,742 -34%
KAM
38
Keeley Asset Management
Illinois
$1.66M – – –
UBS Group
39
UBS Group
Switzerland
$1.59M +$68.7K +1,607 +4%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.58M +$1.63M +38,078 New
NFGCM
41
Norman Fields Gottscho Capital Management
New York
$1.49M – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.44M +$40.6K +951 +3%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.43M -$2.13M -49,908 -59%
GC
44
Guggenheim Capital
Illinois
$1.42M -$7.86K -184 -0.5%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$1.31M +$103K +2,405 +8%
WAM
46
World Asset Management
Michigan
$1.23M -$81.9K -1,917 -6%
Citigroup
47
Citigroup
New York
$1.15M -$111K -2,598 -9%
FA
48
FDx Advisors
Illinois
$1.1M -$56.5K -1,323 -5%
CA
49
Commerzbank Aktiengesellschaft
Germany
$1.09M -$342K -8,000 -23%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.03M +$84.7K +1,983 +9%
1
2
3 4 5

FMS Hedge Fund Activity: Q2 2015 in Review

144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2015, worth a combined $475M — down 2.9% from $489M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMS positions and 12 closed out — a net gain of 7 holders — while 53 added to existing stakes and 37 trimmed.

The largest buyer was Harding Loevner, adding an estimated $5.26M. The largest seller was Vontobel Asset Management, cutting an estimated $18.4M.

  • 144 institutional investors held Fresenius Medical Care (FMS) as of Q2 2015, up from 140 in Q1 2015.
  • Funds reported $475M of Fresenius Medical Care stock for Q2 2015, down 2.9% quarter-over-quarter.
  • 19 funds opened new Fresenius Medical Care positions in Q2 2015 and 12 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q2 2015 was Harding Loevner, an estimated $5.26M added.
  • The largest Fresenius Medical Care seller in Q2 2015 was Vontobel Asset Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2015.