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Fresenius Medical Care
FMS

127 hedge funds and large institutions have $510M invested in Fresenius Medical Care in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 5.17% → 4.73% (-0.44%)

6% less funds holding

Funds holding: 135 → 127 (-8)

11% less capital invested

Capital invested by funds: $573M → $510M (-$63.8M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
47
Closed
19
Calls
$1.42M
Puts
–
Net Calls
+$1.42M
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$9.72M
2
Invesco
Invesco
Georgia
+$8.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.1M
4
AG
Aperio Group
California
+$6.01M
5
Northern Trust
Northern Trust
Illinois
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$44.7M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.7M
3
TWI
Thomas White International
Illinois
-$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.63M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Pinnacle Associates
New York
$341K -$981 -28 -0.3%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$309K +$24.5K +700 +9%
SG Americas Securities
78
SG Americas Securities
New York
$291K – – –
TD Asset Management
79
TD Asset Management
Ontario, Canada
$272K -$1.95M -55,596 -88%
P
80
Pitcairn
Pennsylvania
$271K +$13.2K +376 +5%
HighTower Advisors
81
HighTower Advisors
Illinois
$271K +$273K +7,787 New
AWA
82
AmeriServ Wealth Advisors
Pennsylvania
$258K -$6.13K -175 -2%
BKBG
83
BHF Kleinwort Benson Group
Belgium
$244K +$245K +7,000 New
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$235K – – –
1IA
85
1834 Investment Advisors
Wisconsin
$226K – – –
HSBC Holdings
86
HSBC Holdings
United Kingdom
$224K -$93.3K -2,664 -29%
WRM
87
Westport Resources Management
Connecticut
$216K – – –
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$209K – – –
Millennium Management
89
Millennium Management
New York
$208K -$1.05M -30,125 -83%
WA
90
Waverly Advisors
Alabama
$175K +$175K +5,008 New
RFA
91
Reilly Financial Advisors
California
$164K -$29.4K -840 -15%
BIM
92
BlackRock Investment Management
Delaware
$130K – – –
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$120K -$28.5K -815 -19%
Ameriprise
94
Ameriprise
Minnesota
$77K +$13.7K +392 +21%
WTB
95
Washington Trust Bank
Washington
$62K +$62.5K +1,786 New
Barclays
96
Barclays
United Kingdom
$59K +$1.02K +29 +2%
OA
97
OFI Advisors
Pennsylvania
$55K +$3.64K +104 +7%
BFA
98
BlackRock Fund Advisors
California
$49K – – –
QT
99
Quantbot Technologies
New York
$45K +$14K +400 +44%
Deutsche Bank
100
Deutsche Bank
Germany
$39K -$686K -19,578 -94%
2 3
4
5 6

FMS Hedge Fund Activity: Q1 2014 in Review

127 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2014, worth a combined $510M — down 11% from $573M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FMS and 12 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $9.72M. The largest seller was Goldman Sachs, cutting an estimated $44.7M.

  • 127 institutional investors held Fresenius Medical Care (FMS) as of Q1 2014, down from 135 in Q4 2013.
  • Funds reported $510M of Fresenius Medical Care stock for Q1 2014, down 11% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q1 2014 and 19 closed out, a net change of -7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2014 was Virtu KCG Holdings, an estimated $9.72M added.
  • The largest Fresenius Medical Care seller in Q1 2014 was Goldman Sachs, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2014.