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Fresenius Medical Care

141 hedge funds and large institutions have $450M invested in Fresenius Medical Care in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0% more call options, than puts

Call options by funds: $293K | Put options by funds: $293K

0.03% less ownership

Funds ownership: 3.72%3.69% (-0.03%)

2% less funds holding

Funds holding: 144141 (-3)

5% less capital invested

Capital invested by funds: $475M → $450M (-$25.2M)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
37
Reduced
42
Closed
17
Calls
$293K
Puts
$293K
Net Calls
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$1.05M +$132K +3,234 +14%
CA
52
Commerzbank Aktiengesellschaft
Germany
$1.02M
JMPWA
53
JP Morgan Private Wealth Advisors
California
$939K -$20.2K -497 -2%
MHC
54
Meyer Handelman Company
New York
$936K
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$929K -$432K -10,618 -31%
HighTower Advisors
56
HighTower Advisors
Illinois
$911K +$108K +2,658 +13%
SC
57
Searle & Co
Connecticut
$908K
CIBC Asset Management
58
CIBC Asset Management
Ontario, Canada
$856K +$893K +21,940 New
BFIM
59
Beese Fulmer Investment Management
Ohio
$786K -$50.9K -1,250 -6%
LIM
60
Leavell Investment Management
Alabama
$765K -$10.2K -250 -1%
SW
61
SVB Wealth
Massachusetts
$744K +$108K +2,654 +16%
PA
62
Pinnacle Associates
New York
$716K -$13.4K -330 -2%
IPC
63
Independent Portfolio Consultants
Florida
$703K +$586K +14,390 +398%
JMH
64
J.M. Hartwell
New York
$690K
Citigroup
65
Citigroup
New York
$674K -$419K -10,285 -37%
Stifel Financial
66
Stifel Financial
Missouri
$613K -$42.6K -1,046 -6%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$550K +$575K +14,113 New
LOCC
68
Lombard Odier & Cie (Canada)
Quebec, Canada
$488K -$81.4K -2,000 -14%
RHBC
69
R.H. Bluestein & Co
Michigan
$468K
Ameriprise
70
Ameriprise
Minnesota
$465K -$8.1K -199 -2%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$432K +$15.1K +372 +3%
OCM
72
One Capital Management
California
$409K
SG Americas Securities
73
SG Americas Securities
New York
$400K +$73.3K +1,800 +21%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$383K -$31.7K -778 -7%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$376K +$48.7K +1,196 +14%

FMS Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2015, worth a combined $450M — down 5.3% from $475M a quarter earlier.

Fund positioning in FMS was balanced in Q3 2015: 17 funds opened new positions, 17 closed out, 37 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $16.1M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $26.5M sold.

  • 141 institutional investors held Fresenius Medical Care (FMS) as of Q3 2015, down from 144 in Q2 2015.
  • Funds reported $450M of Fresenius Medical Care stock for Q3 2015, down 5.3% quarter-over-quarter.
  • 17 funds opened new Fresenius Medical Care positions in Q3 2015 and 17 closed out, a net change of 0 holders.
  • The largest Fresenius Medical Care buyer in Q3 2015 was Bank of America, an estimated $16.1M added.
  • The largest Fresenius Medical Care seller in Q3 2015 was Thornburg Investment Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2015.