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Fresenius Medical Care
FMS

185 hedge funds and large institutions have $665M invested in Fresenius Medical Care in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 181 → 185 (+4)

0.06% more ownership

Funds ownership: 5.06% → 5.12% (+0.06%)

2% less capital invested

Capital invested by funds: $681M → $665M (-$16M)

36% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 69

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
4.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
44
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$6.44M
2
TIM
Thornburg Investment Management
New Mexico
+$6.36M
3
FPFS
First Personal Financial Services
North Carolina
+$3.93M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.51M
5
OMC
Old Mission Capital
Illinois
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.6M
2
CI
Cambiar Investors
Colorado
-$2.26M
3
AG
Aperio Group
California
-$2.05M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.95M
5
SGH
Sivik Global Healthcare
Connecticut
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$3.9M +$35.1K +860 +0.9%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.87M +$3.51M +86,000 +1,528%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$3.67M -$28.4K -695 -0.8%
EHC
29
Everett Harris & Co
California
$3.61M -$435K -10,660 -11%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$3.41M -$289K -7,094 -8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$2.84M -$53.6K -1,313 -2%
EGA
32
Eagle Global Advisors
Texas
$2.79M – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$2.78M -$140K -3,436 -5%
OMC
34
Old Mission Capital
Illinois
$2.51M +$2.42M +59,385 New
CAM
35
Capstone Asset Management
Texas
$2.42M -$52.2K -1,280 -2%
COPPSERS
36
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.28M – – –
Natixis Advisors
37
Natixis Advisors
Massachusetts
$2.12M -$94.2K -2,309 -4%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$2.03M +$137K +3,353 +7%
PSUF
39
People's United Financial
Connecticut
$1.92M -$34.6K -847 -2%
KeyBank National Association
40
KeyBank National Association
Ohio
$1.87M +$44.8K +1,098 +3%
M&T Bank
41
M&T Bank
New York
$1.85M +$61K +1,496 +4%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.85M +$111K +2,711 +7%
Comerica Bank
43
Comerica Bank
Texas
$1.8M +$230K +5,646 +15%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.63M +$285K +6,993 +22%
WAM
45
World Asset Management
Michigan
$1.6M -$135K -3,306 -8%
UBS Group
46
UBS Group
Switzerland
$1.46M +$401K +9,839 +40%
Marshall Wace
47
Marshall Wace
United Kingdom
$1.43M +$1.38M +33,883 New
Jane Street
48
Jane Street
New York
$1.24M +$1.2M +29,417 New
CA
49
Commerzbank Aktiengesellschaft
Germany
$1.19M – – –
UBS AM
50
UBS AM
Illinois
$1.13M +$110K +2,685 New
1
2
3 4 5

FMS Hedge Fund Activity: Q4 2016 in Review

185 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2016, worth a combined $665M — down 2.4% from $681M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FMS positions and 19 closed out — a net gain of 9 holders — while 44 added to existing stakes and 69 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.44M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $2.6M sold.

  • 185 institutional investors held Fresenius Medical Care (FMS) as of Q4 2016, up from 181 in Q3 2016.
  • Funds reported $665M of Fresenius Medical Care stock for Q4 2016, down 2.4% quarter-over-quarter.
  • 28 funds opened new Fresenius Medical Care positions in Q4 2016 and 19 closed out, a net change of +9 holders.
  • The largest Fresenius Medical Care buyer in Q4 2016 was Northern Trust, an estimated $6.44M added.
  • The largest Fresenius Medical Care seller in Q4 2016 was Renaissance Technologies, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2016.