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Fresenius Medical Care
FMS

148 hedge funds and large institutions have $426M invested in Fresenius Medical Care in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

5% more funds holding

Funds holding: 141 → 148 (+7)

0.43% less ownership

Funds ownership: 3.69% → 3.26% (-0.43%)

5% less capital invested

Capital invested by funds: $450M → $426M (-$24.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $209K

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
45
Reduced
28
Closed
15
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
-$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.91M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.53M
3
Bank of America
Bank of America
North Carolina
+$2.63M
4
WI
WBI Investments
New Jersey
+$2.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$26.1M
2
VAM
Vontobel Asset Management
New York
-$22.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.4M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$4.26M
5
OMC
Old Mission Capital
Illinois
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$1.01M +$8.3K +197 +0.8%
First Trust Advisors
52
First Trust Advisors
Illinois
$1.01M -$533K -12,655 -34%
MHC
53
Meyer Handelman Company
New York
$1M – – –
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$968K -$27.7K -658 -3%
SC
55
Searle & Co
Connecticut
$961K – – –
CIBC Asset Management
56
CIBC Asset Management
Ontario, Canada
$920K +$2.53K +60 +0.3%
BFIM
57
Beese Fulmer Investment Management
Ohio
$843K – – –
LIM
58
Leavell Investment Management
Alabama
$821K – – –
Citigroup
59
Citigroup
New York
$783K +$62.1K +1,473 +9%
PA
60
Pinnacle Associates
New York
$775K +$7.37K +175 +1%
JMH
61
J.M. Hartwell
New York
$749K +$8.43K +200 +1%
FIM
62
Freedom Investment Management
Connecticut
$726K +$550K +13,056 +304%
Nomura Holdings
63
Nomura Holdings
Japan
$690K +$695K +16,489 New
KB
64
Kimelman & Baird
New York
$681K +$686K +16,280 New
CIM
65
Calvert Investment Management
Maryland
$662K +$667K +15,831 New
William Blair & Company
66
William Blair & Company
Illinois
$648K -$1.25M -29,758 -66%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$612K +$22K +522 +4%
Ameriprise
68
Ameriprise
Minnesota
$572K +$72.4K +1,718 +14%
SW
69
SVB Wealth
Massachusetts
$544K -$255K -6,059 -32%
LOCC
70
Lombard Odier & Cie (Canada)
Quebec, Canada
$523K – – –
RHBC
71
R.H. Bluestein & Co
Michigan
$502K – – –
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$472K +$9.19K +218 +2%
OCM
73
One Capital Management
California
$439K – – –
DADC
74
D.A. Davidson & Co
Montana
$439K +$57K +1,353 +15%
SG Americas Securities
75
SG Americas Securities
New York
$429K – – –
1 2
3
4 5

FMS Hedge Fund Activity: Q4 2015 in Review

148 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2015, worth a combined $426M — down 5.4% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FMS positions and 15 closed out — a net gain of 8 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.91M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 148 institutional investors held Fresenius Medical Care (FMS) as of Q4 2015, up from 141 in Q3 2015.
  • Funds reported $426M of Fresenius Medical Care stock for Q4 2015, down 5.4% quarter-over-quarter.
  • 23 funds opened new Fresenius Medical Care positions in Q4 2015 and 15 closed out, a net change of +8 holders.
  • The largest Fresenius Medical Care buyer in Q4 2015 was Morgan Stanley, an estimated $4.91M added.
  • The largest Fresenius Medical Care seller in Q4 2015 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.