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Fresenius Medical Care
FMS

189 hedge funds and large institutions have $774M invested in Fresenius Medical Care in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $697M → $774M (+$77.1M)

2% more funds holding

Funds holding: 186 → 189 (+3)

0.17% less ownership

Funds ownership: 5.38% → 5.21% (-0.17%)

96% less call options, than puts

Call options by funds: $4K | Put options by funds: $101K

Holders
189
Holders Change
+3
Holders Change %
+1.61%
% of All Funds
4.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
61
Reduced
50
Closed
21
Calls
$4K
Puts
$101K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

1
HL
Harding Loevner
New Jersey
+$10.1M
2
CI
Cambiar Investors
Colorado
+$3.69M
3
OAM
Oxford Asset Management
United Kingdom
+$2.34M
4
ACM
Ativo Capital Management
Illinois
+$1.88M
5
US Bancorp
US Bancorp
Minnesota
+$1.85M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$11.4M
2
Renaissance Technologies
Renaissance Technologies
New York
-$7.14M
3
MNA
Manning & Napier Advisors
New York
-$5.79M
4
Deutsche Bank
Deutsche Bank
Germany
-$5.09M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
26
Everett Harris & Co
California
$3.99M -$54.3K -1,180 -1%
OAM
27
Oppenheimer Asset Management
New York
$3.81M +$115K +2,491 +3%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$3.5M +$429K +9,314 +15%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$3.2M +$6.63K +144 +0.2%
CAM
30
Capstone Asset Management
Texas
$2.82M -$61.3K -1,330 -2%
EGA
31
Eagle Global Advisors
Texas
$2.81M -$46.1K -1,000 -2%
HJGA
32
Hardman Johnston Global Advisors
Connecticut
$2.72M -$3.68K -80 -0.1%
COPPSERS
33
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.61M – – –
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.56M +$155K +3,370 +7%
OAM
35
Oxford Asset Management
United Kingdom
$2.46M +$2.34M +50,906 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.46M +$73K +1,584 +3%
ACM
37
Ativo Capital Management
Illinois
$2.24M +$1.88M +40,845 +747%
Comerica Bank
38
Comerica Bank
Texas
$2.19M +$22.9K +497 +1%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$2.11M +$15.6K +338 +0.8%
KeyBank National Association
40
KeyBank National Association
Ohio
$2.06M +$58.1K +1,261 +3%
M&T Bank
41
M&T Bank
New York
$1.98M -$43.9K -954 -2%
PSUF
42
People's United Financial
Connecticut
$1.93M -$309K -6,700 -14%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$1.85M +$1.77M +38,391 New
Millennium Management
44
Millennium Management
New York
$1.83M -$11.4M -246,772 -87%
WAM
45
World Asset Management
Michigan
$1.75M -$96.8K -2,101 -5%
BUB
46
BBVA USA Bancshares
Texas
$1.5M +$124K +2,698 +10%
SG Americas Securities
47
SG Americas Securities
New York
$1.5M +$961K +20,875 +205%
UBS Group
48
UBS Group
Switzerland
$1.45M -$585K -12,696 -30%
CA
49
Commerzbank Aktiengesellschaft
Germany
$1.36M – – –
Citigroup
50
Citigroup
New York
$1.28M +$48.3K +1,048 +4%
1
2
3 4 5

FMS Hedge Fund Activity: Q2 2017 in Review

189 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2017, worth a combined $774M — up 11% from $697M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FMS positions and 21 closed out — a net gain of 5 holders — while 61 added to existing stakes and 50 trimmed.

The largest buyer was Harding Loevner, adding an estimated $10.1M. The largest seller was Millennium Management, cutting an estimated $11.4M.

  • 189 institutional investors held Fresenius Medical Care (FMS) as of Q2 2017, up from 186 in Q1 2017.
  • Funds reported $774M of Fresenius Medical Care stock for Q2 2017, up 11% quarter-over-quarter.
  • 26 funds opened new Fresenius Medical Care positions in Q2 2017 and 21 closed out, a net change of +5 holders.
  • The largest Fresenius Medical Care buyer in Q2 2017 was Harding Loevner, an estimated $10.1M added.
  • The largest Fresenius Medical Care seller in Q2 2017 was Millennium Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2017.