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Fresenius Medical Care

173 hedge funds and large institutions have $607M invested in Fresenius Medical Care in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

43% more capital invested

Capital invested by funds: $426M → $607M (+$181M)

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

17% more funds holding

Funds holding: 148173 (+25)

1.25% more ownership

Funds ownership: 3.26%4.5% (+1.2%)

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
76
R.H. Bluestein & Co
Michigan
$529K
IB
77
Intrust Bank
Kansas
$502K +$483K +11,396 New
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$493K -$3.64K -86 -0.8%
DADC
79
D.A. Davidson & Co
Montana
$488K +$24.1K +568 +5%
LOCC
80
Lombard Odier & Cie (Canada)
Quebec, Canada
$485K -$63.5K -1,500 -12%
SG Americas Securities
81
SG Americas Securities
New York
$448K -$4.23K -100 -1%
PAI
82
Pittenger & Anderson Inc
Nebraska
$441K
TAM
83
Todd Asset Management
Kentucky
$408K
RJA
84
Raymond James & Associates
Florida
$404K +$388K +9,173 New
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$390K -$6.39K -151 -2%
SAM
86
Shikiar Asset Management
New York
$361K +$347K +8,200 New
FWM
87
Frontier Wealth Management
Missouri
$353K
Stifel Financial
88
Stifel Financial
Missouri
$347K +$334K +7,888 New
Jane Street
89
Jane Street
New York
$335K -$4.62M -109,057 -93%
Mariner
90
Mariner
Kansas
$331K +$318K +7,516 New
GVT
91
Genesee Valley Trust
New York
$329K +$316K +7,459 New
WEC
92
Winslow Evans & Crocker
Massachusetts
$317K +$8.47K +200 +3%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$315K +$51.1K +1,206 +20%
Creative Planning
94
Creative Planning
Kansas
$314K -$40.3K -952 -12%
P
95
Pitcairn
Pennsylvania
$306K +$2.08K +49 +0.7%
YMRC
96
Yorktown Management & Research Company
Virginia
$300K
AAM
97
Aberdeen Asset Management
United Kingdom
$300K +$21.2K +500 +8%
LOT
98
Lombard Odier Transatlantic
Quebec, Canada
$299K -$63.5K -1,500 -18%
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$299K
WI
100
WrapManager Inc
California
$295K +$284K +6,696 New

FMS Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2016, worth a combined $607M — up 43% from $426M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 17 closed out — a net gain of 25 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $94M. The largest seller was Macquarie Group, exiting entirely with an estimated $8.37M sold.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q1 2016, up from 148 in Q4 2015.
  • Funds reported $607M of Fresenius Medical Care stock for Q1 2016, up 43% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q1 2016 and 17 closed out, a net change of +25 holders.
  • The largest Fresenius Medical Care buyer in Q1 2016 was Cambiar Investors, an estimated $94M added.
  • The largest Fresenius Medical Care seller in Q1 2016 was Macquarie Group, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2016.