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Fresenius Medical Care
FMS

141 hedge funds and large institutions have $450M invested in Fresenius Medical Care in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0% more call options, than puts

Call options by funds: $293K | Put options by funds: $293K

0.03% less ownership

Funds ownership: 3.72% → 3.69% (-0.03%)

2% less funds holding

Funds holding: 144 → 141 (-3)

5% less capital invested

Capital invested by funds: $475M → $450M (-$25.2M)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
37
Reduced
42
Closed
17
Calls
$293K
Puts
$293K
Net Calls
–
Net Calls Change
+$253K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.1M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.84M
3
OMC
Old Mission Capital
Illinois
+$3.66M
4
Brown Advisory
Brown Advisory
Maryland
+$3.45M
5
CS
Credit Suisse
Switzerland
+$3.14M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$26.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.11M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.69M
4
Comerica Bank
Comerica Bank
Texas
-$1.34M
5
FA
FDx Advisors
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$357K -$345K -8,477 -48%
LOT
77
Lombard Odier Transatlantic
Quebec, Canada
$326K – – –
FWM
78
Frontier Wealth Management
Missouri
$312K -$19.3K -475 -6%
EVM
79
Eaton Vance Management
Massachusetts
$295K -$489 -12 -0.2%
Creative Planning
80
Creative Planning
Kansas
$277K +$290K +7,111 New
CLOS
81
Compagnie Lombard Odier SCmA
Switzerland
$267K -$4.89K -120 -2%
YMRC
82
Yorktown Management & Research Company
Virginia
$265K – – –
TAM
83
Todd Asset Management
Kentucky
$262K – – –
Geode Capital Management
84
Geode Capital Management
Massachusetts
$259K +$3.62K +89 +1%
TAM
85
Trillium Asset Management
Massachusetts
$256K – – –
State Street
86
State Street
Massachusetts
$256K +$1.71K +42 +0.6%
AAM
87
Aberdeen Asset Management
United Kingdom
$246K +$256K +6,300 New
FIM
88
Freedom Investment Management
Connecticut
$211K -$331K -8,121 -65%
WA
89
WealthTrust Axiom
Pennsylvania
$209K -$12.2K -300 -5%
MMPW
90
Mitchell McLeod Pugh & Williams
Alabama
$207K – – –
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$200K +$5.54K +136 +3%
RFA
92
Reilly Financial Advisors
California
$175K – – –
WRM
93
Westport Resources Management
Connecticut
$164K – – –
QCG
94
Quadrant Capital Group
Ohio
$90K +$12.8K +315 +15%
OA
95
OFI Advisors
Pennsylvania
$72K +$3.13K +77 +4%
Deutsche Bank
96
Deutsche Bank
Germany
$68K -$590K -14,482 -89%
BIM
97
BlackRock Investment Management
Delaware
$46K +$4.6K +113 +11%
TWI
98
Thomas White International
Illinois
$40K -$570 -14 -1%
AP
99
Atwood & Palmer
Missouri
$39K – – –
LWCFA
100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
2 3
4
5 6

FMS Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2015, worth a combined $450M — down 5.3% from $475M a quarter earlier.

Fund positioning in FMS was balanced in Q3 2015: 17 funds opened new positions, 17 closed out, 37 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $16.1M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $26.5M sold.

  • 141 institutional investors held Fresenius Medical Care (FMS) as of Q3 2015, down from 144 in Q2 2015.
  • Funds reported $450M of Fresenius Medical Care stock for Q3 2015, down 5.3% quarter-over-quarter.
  • 17 funds opened new Fresenius Medical Care positions in Q3 2015 and 17 closed out, a net change of 0 holders.
  • The largest Fresenius Medical Care buyer in Q3 2015 was Bank of America, an estimated $16.1M added.
  • The largest Fresenius Medical Care seller in Q3 2015 was Thornburg Investment Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2015.