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Fresenius Medical Care

173 hedge funds and large institutions have $607M invested in Fresenius Medical Care in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

43% more capital invested

Capital invested by funds: $426M → $607M (+$181M)

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

17% more funds holding

Funds holding: 148173 (+25)

1.25% more ownership

Funds ownership: 3.26%4.5% (+1.2%)

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$983K +$325K +7,666 +52%
Two Sigma Investments
52
Two Sigma Investments
New York
$956K -$463K -10,932 -34%
UBS Group
53
UBS Group
Switzerland
$941K -$684K -16,144 -43%
SB
54
Suntrust Banks
Georgia
$915K +$880K +20,792 New
Marshall Wace
55
Marshall Wace
United Kingdom
$895K +$860K +20,309 New
BFIM
56
Beese Fulmer Investment Management
Ohio
$888K -$8.47K -200 -1%
BUB
57
BBVA USA Bancshares
Texas
$859K +$825K +19,480 New
CIBC Asset Management
58
CIBC Asset Management
Ontario, Canada
$842K -$123K -2,900 -13%
PA
59
Pinnacle Associates
New York
$816K
Citigroup
60
Citigroup
New York
$790K -$33.7K -795 -4%
LIM
61
Leavell Investment Management
Alabama
$776K -$84.7K -2,000 -10%
JMH
62
J.M. Hartwell
New York
$745K -$42.3K -1,000 -6%
Ameriprise
63
Ameriprise
Minnesota
$729K +$121K +2,862 +21%
KB
64
Kimelman & Baird
New York
$718K
CIM
65
Calvert Investment Management
Maryland
$698K
BTS
66
BB&T Securities
Virginia
$692K +$666K +15,721 New
William Blair & Company
67
William Blair & Company
Illinois
$669K -$12.5K -295 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$661K +$635K +14,987 New
FIM
69
Freedom Investment Management
Connecticut
$638K -$122K -2,887 -17%
MIP
70
Marietta Investment Partners
Wisconsin
$620K +$595K +14,058 New
SW
71
SVB Wealth
Massachusetts
$600K +$25.8K +610 +5%
PSUF
72
People's United Financial
Connecticut
$593K +$569K +13,447 New
HHC
73
Hutchin Hill Capital
New York
$573K +$550K +13,000 New
USAA
74
United Services Automobile Association
Texas
$557K +$535K +12,630 New
VKH
75
Virtu KCG Holdings
New York
$530K -$920K -21,718 -64%

FMS Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2016, worth a combined $607M — up 43% from $426M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 17 closed out — a net gain of 25 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $94M. The largest seller was Macquarie Group, exiting entirely with an estimated $8.37M sold.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q1 2016, up from 148 in Q4 2015.
  • Funds reported $607M of Fresenius Medical Care stock for Q1 2016, up 43% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q1 2016 and 17 closed out, a net change of +25 holders.
  • The largest Fresenius Medical Care buyer in Q1 2016 was Cambiar Investors, an estimated $94M added.
  • The largest Fresenius Medical Care seller in Q1 2016 was Macquarie Group, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2016.