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Fresenius Medical Care

130 hedge funds and large institutions have $453M invested in Fresenius Medical Care in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 4.37%4.2% (-0.18%)

0% less capital invested

Capital invested by funds: $454M → $453M (-$1.43M)

2% less funds holding

Funds holding: 132130 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

37% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 52

92% less call options, than puts

Call options by funds: $66K | Put options by funds: $790K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
33
Reduced
52
Closed
14
Calls
$66K
Puts
$790K
Net Calls
-$724K
Net Calls Change
-$691K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.04M -$1.09M -31,703 -51%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.02M +$30.4K +880 +3%
LIM
53
Leavell Investment Management
Alabama
$1M -$8.62K -250 -0.9%
Comerica Bank
54
Comerica Bank
Texas
$981K -$28K -812 -3%
PCM
55
Prelude Capital Management
New York
$929K -$75.7K -2,194 -14%
NCM
56
Noesis Capital Mangement
Florida
$876K +$3.45K +100 +0.4%
PA
57
Pinnacle Associates
New York
$858K +$268K +7,768 +46%
MHC
58
Meyer Handelman Company
New York
$833K
JMPWA
59
JP Morgan Private Wealth Advisors
California
$807K +$6.79K +197 +0.9%
DADC
60
D.A. Davidson & Co
Montana
$748K -$196K -5,671 -21%
GT
61
Glenmede Trust
Pennsylvania
$626K -$739K -21,425 -54%
CS
62
Credit Suisse
Switzerland
$603K -$2.42M -70,129 -80%
KeyBank National Association
63
KeyBank National Association
Ohio
$573K -$51.7K -1,499 -8%
TAM
64
Trillium Asset Management
Massachusetts
$569K -$2.07M -59,887 -78%
BP
65
Banyan Partners
Florida
$560K +$556K +16,131 New
ONB
66
Old National Bancorp
Indiana
$551K -$70.9K -2,057 -11%
JMH
67
J.M. Hartwell
New York
$541K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$524K -$86.2K -2,500 -14%
First Trust Advisors
69
First Trust Advisors
Illinois
$518K +$59.3K +1,719 +13%
HighTower Advisors
70
HighTower Advisors
Illinois
$477K +$33.2K +963 +8%
RHBC
71
R.H. Bluestein & Co
Michigan
$416K
V
72
Veritable
Delaware
$413K -$2.93K -85 -0.7%
SAG
73
Sterne Agee Group
Alabama
$383K +$381K +11,040 New
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$379K +$73.6K +2,134 +24%
OCM
75
One Capital Management
California
$364K

FMS Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2014, worth a combined $453M — down 0.31% from $454M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FMS and 12 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 33 added.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $34.8M. The largest seller was Thornburg Investment Management, cutting an estimated $30.8M.

  • 130 institutional investors held Fresenius Medical Care (FMS) as of Q3 2014, down from 132 in Q2 2014.
  • Funds reported $453M of Fresenius Medical Care stock for Q3 2014, down 0.31% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q3 2014 and 14 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q3 2014 was Vontobel Asset Management, an estimated $34.8M added.
  • The largest Fresenius Medical Care seller in Q3 2014 was Thornburg Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2014.