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Fresenius Medical Care
FMS

220 hedge funds and large institutions have $779M invested in Fresenius Medical Care in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

7% more funds holding

Funds holding: 205 → 220 (+15)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

1.25% less ownership

Funds ownership: 6.06% → 4.81% (-1.2%)

15% less capital invested

Capital invested by funds: $912M → $779M (-$133M)

Holders
220
Holders Change
+15
Holders Change %
+7.32%
% of All Funds
4.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
58
Reduced
62
Closed
26
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$813K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.1M
2
HL
Harding Loevner
New Jersey
+$4.28M
3
MWNA
Marshall Wace North America
New York
+$3.79M
4
Millennium Management
Millennium Management
New York
+$3.43M
5
PPA
Parametric Portfolio Associates
Washington
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$132M
2
Bank of America
Bank of America
North Carolina
-$51.9M
3
Wells Fargo
Wells Fargo
California
-$10.5M
4
Northern Trust
Northern Trust
Illinois
-$7.4M
5
US Bancorp
US Bancorp
Minnesota
-$4.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.38M -$13.6K -273 -0.3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$4.29M -$841K -16,919 -17%
Millennium Management
28
Millennium Management
New York
$4.27M +$3.43M +69,132 +569%
EHC
29
Everett Harris & Co
California
$4.25M -$11.2K -225 -0.3%
OAM
30
Oppenheimer Asset Management
New York
$4.24M – – –
Wells Fargo
31
Wells Fargo
California
$4.22M -$10.5M -210,967 -72%
Deutsche Bank
32
Deutsche Bank
Germany
$4.2M +$631K +12,710 +19%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$4.01M +$109K +2,203 +3%
RJA
34
Raymond James & Associates
Florida
$3.65M -$84.9K -1,708 -2%
CGH
35
Crossmark Global Holdings
Texas
$3.41M -$91.4K -1,840 -3%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$3.11M +$1.05M +21,123 +55%
EGA
37
Eagle Global Advisors
Texas
$3.03M -$6.96K -140 -0.2%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$2.93M +$26.4K +532 +1%
HJGA
39
Hardman Johnston Global Advisors
Connecticut
$2.93M – – –
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.84M – – –
Comerica Bank
41
Comerica Bank
Texas
$2.77M +$56.4K +1,136 +2%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$2.58M +$41.4K +834 +2%
KeyBank National Association
43
KeyBank National Association
Ohio
$2.44M +$212K +4,268 +10%
Citigroup
44
Citigroup
New York
$2.37M +$250K +5,028 +13%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$2.36M -$99.8K -2,009 -4%
NAM
46
NorthCoast Asset Management
Connecticut
$1.98M +$1.87M +37,646 New
WAM
47
World Asset Management
Michigan
$1.82M -$67.5K -1,358 -4%
SB
48
Suntrust Banks
Georgia
$1.8M +$397K +7,992 +31%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.74M -$1M -20,198 -38%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.68M +$1.58M +31,900 New
1
2
3 4 5

FMS Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2017, worth a combined $779M — down 15% from $912M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 26 closed out — a net gain of 16 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Cambiar Investors, cutting an estimated $132M.

  • 220 institutional investors held Fresenius Medical Care (FMS) as of Q4 2017, up from 205 in Q3 2017.
  • Funds reported $779M of Fresenius Medical Care stock for Q4 2017, down 15% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q4 2017 and 26 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q4 2017 was Morgan Stanley, an estimated $15.1M added.
  • The largest Fresenius Medical Care seller in Q4 2017 was Cambiar Investors, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2017.