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Fresenius Medical Care
FMS

148 hedge funds and large institutions have $426M invested in Fresenius Medical Care in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

5% more funds holding

Funds holding: 141 → 148 (+7)

0.43% less ownership

Funds ownership: 3.69% → 3.26% (-0.43%)

5% less capital invested

Capital invested by funds: $450M → $426M (-$24.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $209K

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
45
Reduced
28
Closed
15
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
-$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.91M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.53M
3
Bank of America
Bank of America
North Carolina
+$2.63M
4
WI
WBI Investments
New Jersey
+$2.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$26.1M
2
VAM
Vontobel Asset Management
New York
-$22.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.4M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$4.26M
5
OMC
Old Mission Capital
Illinois
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
76
Pittenger & Anderson Inc
Nebraska
$418K +$421K +10,000 New
TAM
77
Todd Asset Management
Kentucky
$387K +$107K +2,540 +38%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$377K -$34.1K -809 -8%
LOT
79
Lombard Odier Transatlantic
Quebec, Canada
$349K – – –
Creative Planning
80
Creative Planning
Kansas
$338K +$40.7K +967 +14%
FWM
81
Frontier Wealth Management
Missouri
$335K – – –
WEC
82
Winslow Evans & Crocker
Massachusetts
$293K +$295K +7,000 New
Geode Capital Management
83
Geode Capital Management
Massachusetts
$290K +$12.3K +292 +4%
P
84
Pitcairn
Pennsylvania
$289K +$291K +6,902 New
CLOS
85
Compagnie Lombard Odier SCmA
Switzerland
$286K – – –
YMRC
86
Yorktown Management & Research Company
Virginia
$285K – – –
State Street
87
State Street
Massachusetts
$275K – – –
TAM
88
Trillium Asset Management
Massachusetts
$274K – – –
Deutsche Bank
89
Deutsche Bank
Germany
$271K +$200K +4,736 +265%
AAM
90
Aberdeen Asset Management
United Kingdom
$266K – – –
HSBC Holdings
91
HSBC Holdings
United Kingdom
$248K +$250K +5,934 New
IPC
92
Independent Portfolio Consultants
Florida
$243K -$514K -12,200 -68%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$229K +$13.8K +327 +6%
WA
94
WealthTrust Axiom
Pennsylvania
$224K – – –
SFA
95
Sequoia Financial Advisors
Ohio
$223K +$225K +5,334 New
MMPW
96
Mitchell McLeod Pugh & Williams
Alabama
$222K – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$212K -$192K -4,566 -47%
RCAMU
98
Rothschild & Co Asset Management US
Connecticut
$210K +$212K +5,021 New
FA
99
FDx Advisors
Illinois
$202K +$204K +4,832 New
RFA
100
Reilly Financial Advisors
California
$188K – – –
2 3
4
5 6

FMS Hedge Fund Activity: Q4 2015 in Review

148 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2015, worth a combined $426M — down 5.4% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FMS positions and 15 closed out — a net gain of 8 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.91M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 148 institutional investors held Fresenius Medical Care (FMS) as of Q4 2015, up from 141 in Q3 2015.
  • Funds reported $426M of Fresenius Medical Care stock for Q4 2015, down 5.4% quarter-over-quarter.
  • 23 funds opened new Fresenius Medical Care positions in Q4 2015 and 15 closed out, a net change of +8 holders.
  • The largest Fresenius Medical Care buyer in Q4 2015 was Morgan Stanley, an estimated $4.91M added.
  • The largest Fresenius Medical Care seller in Q4 2015 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.