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Fresenius Medical Care

181 hedge funds and large institutions have $681M invested in Fresenius Medical Care in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $621M → $681M (+$60.3M)

6% more funds holding

Funds holding: 170181 (+11)

0.41% more ownership

Funds ownership: 4.66%5.06% (+0.41%)

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
4.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
64
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$519K +$98.9K +2,210 +23%
USAA
77
United Services Automobile Association
Texas
$517K -$52.8K -1,179 -9%
JHIU
78
Janus Henderson Investors US
Colorado
$508K +$22K +491 +4%
Citadel Advisors
79
Citadel Advisors
Florida
$501K -$39.2K -876 -7%
Stifel Financial
80
Stifel Financial
Missouri
$486K -$57K -1,274 -10%
LOCC
81
Lombard Odier & Cie (Canada)
Quebec, Canada
$483K
ECM
82
ETrade Capital Management
Virginia
$483K +$119K +2,650 +32%
OCM
83
One Capital Management
California
$459K
SG Americas Securities
84
SG Americas Securities
New York
$445K
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$438K +$224K +5,000 +100%
SW
86
SVB Wealth
Massachusetts
$407K -$151K -3,364 -27%
AAM
87
Aberdeen Asset Management
United Kingdom
$390K +$94K +2,100 +31%
AG
88
Advisor Group
Arizona
$384K +$30.1K +672 +8%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$383K +$53.7K +1,200 +16%
P
90
Pitcairn
Pennsylvania
$370K +$377K +8,431 New
IPC
91
Independent Portfolio Consultants
Florida
$360K +$92.7K +2,070 +34%
SAM
92
Shikiar Asset Management
New York
$359K
VKH
93
Virtu KCG Holdings
New York
$359K +$368K +8,213 New
FWM
94
Frontier Wealth Management
Missouri
$350K
GVT
95
Genesee Valley Trust
New York
$343K +$5.42K +121 +2%
RCM
96
Riverhead Capital Management
Delaware
$333K +$208K +4,652 +158%
Creative Planning
97
Creative Planning
Kansas
$329K +$15.1K +338 +5%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$328K -$28.3K -632 -8%
Geode Capital Management
99
Geode Capital Management
Massachusetts
$326K +$12.3K +274 +4%
TAM
100
Todd Asset Management
Kentucky
$317K -$40.6K -906 -11%

FMS Hedge Fund Activity: Q3 2016 in Review

181 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2016, worth a combined $681M — up 9.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FMS positions and 14 closed out — a net gain of 12 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Harding Loevner, adding an estimated $43.3M. The largest seller was Millennium Management, cutting an estimated $7.15M.

  • 181 institutional investors held Fresenius Medical Care (FMS) as of Q3 2016, up from 170 in Q2 2016.
  • Funds reported $681M of Fresenius Medical Care stock for Q3 2016, up 9.7% quarter-over-quarter.
  • 26 funds opened new Fresenius Medical Care positions in Q3 2016 and 14 closed out, a net change of +12 holders.
  • The largest Fresenius Medical Care buyer in Q3 2016 was Harding Loevner, an estimated $43.3M added.
  • The largest Fresenius Medical Care seller in Q3 2016 was Millennium Management, an estimated $7.15M sold.

Based on aggregated 13F filings for Q3 2016.