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Fresenius Medical Care
FMS

148 hedge funds and large institutions have $426M invested in Fresenius Medical Care in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

5% more funds holding

Funds holding: 141 → 148 (+7)

0.43% less ownership

Funds ownership: 3.69% → 3.26% (-0.43%)

5% less capital invested

Capital invested by funds: $450M → $426M (-$24.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $209K

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
45
Reduced
28
Closed
15
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
-$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.91M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.53M
3
Bank of America
Bank of America
North Carolina
+$2.63M
4
WI
WBI Investments
New Jersey
+$2.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$26.1M
2
VAM
Vontobel Asset Management
New York
-$22.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.4M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$4.26M
5
OMC
Old Mission Capital
Illinois
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Riverhead Capital Management
Delaware
$3.16M – – –
COPPSERS
27
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.09M – – –
HJGA
28
Hardman Johnston Global Advisors
Connecticut
$2.88M – – –
ACM
29
Ativo Capital Management
Illinois
$2.64M +$758K +18,000 +40%
EGA
30
Eagle Global Advisors
Texas
$2.58M +$323K +7,660 +14%
Wells Fargo
31
Wells Fargo
California
$2.58M +$66.1K +1,569 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.37M +$896K +21,264 +60%
Truist Financial
33
Truist Financial
North Carolina
$2.3M -$357K -8,475 -13%
WI
34
WBI Investments
New Jersey
$2.25M +$2.26M +53,742 New
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.24M -$10.4M -248,028 -82%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$2.15M +$12.7K +302 +0.6%
KAM
37
Keeley Asset Management
Illinois
$1.67M – – –
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.67M +$31.5K +747 +2%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.64M +$1.65M +39,150 New
CA
40
Commerzbank Aktiengesellschaft
Germany
$1.6M +$510K +12,105 +46%
UBS Group
41
UBS Group
Switzerland
$1.57M -$21.3K -506 -1%
NFGCM
42
Norman Fields Gottscho Capital Management
New York
$1.5M – – –
Comerica Bank
43
Comerica Bank
Texas
$1.49M +$75.8K +1,798 +5%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$1.47M +$112K +2,649 +8%
VKH
45
Virtu KCG Holdings
New York
$1.41M -$2.1M -49,805 -60%
WAM
46
World Asset Management
Michigan
$1.38M +$32.1K +762 +2%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.36M +$1.37M +32,613 New
GC
48
Guggenheim Capital
Illinois
$1.26M -$69.2K -1,643 -5%
KeyBank National Association
49
KeyBank National Association
Ohio
$1.25M +$127K +3,012 +11%
BFM
50
Boston Financial Management
Massachusetts
$1.14M -$647K -15,352 -36%
1
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3 4 5

FMS Hedge Fund Activity: Q4 2015 in Review

148 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2015, worth a combined $426M — down 5.4% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FMS positions and 15 closed out — a net gain of 8 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.91M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 148 institutional investors held Fresenius Medical Care (FMS) as of Q4 2015, up from 141 in Q3 2015.
  • Funds reported $426M of Fresenius Medical Care stock for Q4 2015, down 5.4% quarter-over-quarter.
  • 23 funds opened new Fresenius Medical Care positions in Q4 2015 and 15 closed out, a net change of +8 holders.
  • The largest Fresenius Medical Care buyer in Q4 2015 was Morgan Stanley, an estimated $4.91M added.
  • The largest Fresenius Medical Care seller in Q4 2015 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.