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Fresenius Medical Care
FMS

173 hedge funds and large institutions have $607M invested in Fresenius Medical Care in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

43% more capital invested

Capital invested by funds: $426M → $607M (+$181M)

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

17% more funds holding

Funds holding: 148 → 173 (+25)

1.25% more ownership

Funds ownership: 3.26% → 4.5% (+1.2%)

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
53
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
+$94M
2
Bank of America
Bank of America
North Carolina
+$21.7M
3
HJGA
Hardman Johnston Global Advisors
Connecticut
+$12.3M
4
Wells Fargo
Wells Fargo
California
+$10.1M
5
First Trust Advisors
First Trust Advisors
Illinois
+$6.74M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$8.37M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$5.9M
3
Jane Street
Jane Street
New York
-$4.62M
4
ACM
Ativo Capital Management
Illinois
-$2.64M
5
WI
WBI Investments
New Jersey
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
26
Everett Harris & Co
California
$4.41M -$9.74K -230 -0.2%
Truist Financial
27
Truist Financial
North Carolina
$3.47M +$999K +23,589 +43%
COPPSERS
28
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.26M – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.15M +$2.82M +66,510 +1,316%
RCM
30
Riverhead Capital Management
Delaware
$2.92M -$400K -9,450 -13%
Millennium Management
31
Millennium Management
New York
$2.81M +$2.69M +63,644 New
EGA
32
Eagle Global Advisors
Texas
$2.8M +$78.8K +1,860 +3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$2.74M +$233K +5,491 +10%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$2.27M +$2.58K +61 +0.1%
OMC
35
Old Mission Capital
Illinois
$1.75M +$1.68M +39,697 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.74M -$22.5K -532 -1%
Brown Advisory
37
Brown Advisory
Maryland
$1.65M -$1.98M -46,837 -56%
Comerica Bank
38
Comerica Bank
Texas
$1.63M +$54.1K +1,277 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.61M +$1.55M +36,629 New
WAM
40
World Asset Management
Michigan
$1.57M +$109K +2,570 +8%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$1.52M -$29K -684 -2%
M&T Bank
42
M&T Bank
New York
$1.46M +$1.4M +33,087 New
KeyBank National Association
43
KeyBank National Association
Ohio
$1.39M +$70K +1,653 +6%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$1.39M +$310K +7,318 +30%
NFGCM
45
Norman Fields Gottscho Capital Management
New York
$1.38M -$184K -4,350 -12%
AssetMark Inc
46
AssetMark Inc
California
$1.3M +$1.19M +28,141 +2,097%
GC
47
Guggenheim Capital
Illinois
$1.21M -$123K -2,894 -10%
CA
48
Commerzbank Aktiengesellschaft
Germany
$1.16M -$513K -12,105 -32%
MHC
49
Meyer Handelman Company
New York
$1.06M – – –
SC
50
Searle & Co
Connecticut
$1.02M – – –
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2016, worth a combined $607M — up 43% from $426M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 17 closed out — a net gain of 25 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $94M. The largest seller was Macquarie Group, exiting entirely with an estimated $8.37M sold.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q1 2016, up from 148 in Q4 2015.
  • Funds reported $607M of Fresenius Medical Care stock for Q1 2016, up 43% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q1 2016 and 17 closed out, a net change of +25 holders.
  • The largest Fresenius Medical Care buyer in Q1 2016 was Cambiar Investors, an estimated $94M added.
  • The largest Fresenius Medical Care seller in Q1 2016 was Macquarie Group, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2016.