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Fresenius Medical Care
FMS

127 hedge funds and large institutions have $510M invested in Fresenius Medical Care in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 5.17% → 4.73% (-0.44%)

6% less funds holding

Funds holding: 135 → 127 (-8)

11% less capital invested

Capital invested by funds: $573M → $510M (-$63.8M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
47
Closed
19
Calls
$1.42M
Puts
–
Net Calls
+$1.42M
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$9.72M
2
Invesco
Invesco
Georgia
+$8.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.1M
4
AG
Aperio Group
California
+$6.01M
5
Northern Trust
Northern Trust
Illinois
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$44.7M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.7M
3
TWI
Thomas White International
Illinois
-$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.63M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
51
Meyer Handelman Company
New York
$1.07M – – –
LIM
52
Leavell Investment Management
Alabama
$1.02M -$175K -5,000 -15%
DADC
53
D.A. Davidson & Co
Montana
$1.01M +$9.14K +261 +0.9%
U
54
UBS
Switzerland
$981K +$117K +3,345 +13%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$847K +$851K +24,299 New
KeyBank National Association
56
KeyBank National Association
Ohio
$797K -$171K -4,875 -18%
NCM
57
Noesis Capital Mangement
Florida
$796K +$219K +6,250 +38%
LPL Financial
58
LPL Financial
California
$703K -$135K -3,869 -16%
Jane Street
59
Jane Street
New York
$647K -$709K -20,238 -52%
CIM
60
Calvert Investment Management
Maryland
$622K -$9.84K -281 -2%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$605K – – –
FNYS
62
First New York Securities
New York
$592K +$595K +17,000 New
JMH
63
J.M. Hartwell
New York
$568K – – –
ONB
64
Old National Bancorp
Indiana
$529K +$7.18K +205 +1%
HNB
65
Huntington National Bank
Ohio
$516K -$17.3K -493 -3%
V
66
Veritable
Delaware
$499K +$6.55K +187 +1%
PCM
67
Prelude Capital Management
New York
$451K +$48.3K +1,379 +27%
Two Sigma Investments
68
Two Sigma Investments
New York
$425K +$427K +12,183 New
RHBC
69
R.H. Bluestein & Co
Michigan
$418K – – –
EVM
70
Eaton Vance Management
Massachusetts
$394K -$91.1K -2,600 -19%
OCM
71
One Capital Management
California
$365K +$367K +10,482 New
Toronto Dominion Bank
72
Toronto Dominion Bank
Ontario, Canada
$362K – – –
CONA
73
Capital One National Association
New York
$360K -$525 -15 -0.1%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$356K +$11.8K +338 +3%
Geode Capital Management
75
Geode Capital Management
Massachusetts
$346K -$8.89K -254 -2%
1 2
3
4 5

FMS Hedge Fund Activity: Q1 2014 in Review

127 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2014, worth a combined $510M — down 11% from $573M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FMS and 12 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $9.72M. The largest seller was Goldman Sachs, cutting an estimated $44.7M.

  • 127 institutional investors held Fresenius Medical Care (FMS) as of Q1 2014, down from 135 in Q4 2013.
  • Funds reported $510M of Fresenius Medical Care stock for Q1 2014, down 11% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q1 2014 and 19 closed out, a net change of -7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2014 was Virtu KCG Holdings, an estimated $9.72M added.
  • The largest Fresenius Medical Care seller in Q1 2014 was Goldman Sachs, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2014.