Fresenius Medical Care
220 hedge funds and large institutions have $779M invested in Fresenius Medical Care in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
7% more funds holding
Funds holding: 205 → 220 (+15)
6% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 62
1.25% less ownership
Funds ownership: 6.06% → 4.81% (-1.2%)
15% less capital invested
Capital invested by funds: $912M → $779M (-$133M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.1M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$4.28M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$3.79M |
| 4 |
Millennium Management
New York
|
+$3.43M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$132M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$51.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$7.4M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.52M |
FMS Hedge Fund Activity: Q4 2017 in Review
220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2017, worth a combined $779M — down 15% from $912M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FMS positions and 26 closed out — a net gain of 16 holders — while 58 added to existing stakes and 62 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Cambiar Investors, cutting an estimated $132M.
- 220 institutional investors held Fresenius Medical Care (FMS) as of Q4 2017, up from 205 in Q3 2017.
- Funds reported $779M of Fresenius Medical Care stock for Q4 2017, down 15% quarter-over-quarter.
- 42 funds opened new Fresenius Medical Care positions in Q4 2017 and 26 closed out, a net change of +16 holders.
- The largest Fresenius Medical Care buyer in Q4 2017 was Morgan Stanley, an estimated $15.1M added.
- The largest Fresenius Medical Care seller in Q4 2017 was Cambiar Investors, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2017.