Fresenius Medical Care
FMS
140 hedge funds and large institutions have $489M invested in Fresenius Medical Care in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 14 closing their positions.
8% more capital invested
Capital invested by funds: $453M → $489M (+$35.9M)
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
0.13% less ownership
Funds ownership: 3.92% → 3.79% (-0.13%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 143 → 140 (-3)
20% less call options, than puts
Call options by funds: $278K | Put options by funds: $348K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.04M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$3.26M |
| 3 |
Morgan Stanley
New York
|
+$2.94M |
| 4 |
Millennium Management
New York
|
+$2.78M |
| 5 |
Renaissance Technologies
New York
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$17M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.16M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$3.04M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.39M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$2M |
FMS Hedge Fund Activity: Q1 2015 in Review
140 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2015, worth a combined $489M — up 7.9% from $453M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FMS and 13 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 46 added.
The largest buyer was Envestnet Asset Management, adding an estimated $4.04M. The largest seller was Thornburg Investment Management, cutting an estimated $17M.
- 140 institutional investors held Fresenius Medical Care (FMS) as of Q1 2015, down from 143 in Q4 2014.
- Funds reported $489M of Fresenius Medical Care stock for Q1 2015, up 7.9% quarter-over-quarter.
- 13 funds opened new Fresenius Medical Care positions in Q1 2015 and 14 closed out, a net change of -1 holder.
- The largest Fresenius Medical Care buyer in Q1 2015 was Envestnet Asset Management, an estimated $4.04M added.
- The largest Fresenius Medical Care seller in Q1 2015 was Thornburg Investment Management, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2015.