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Fresenius Medical Care
FMS

205 hedge funds and large institutions have $912M invested in Fresenius Medical Care in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

122% more call options, than puts

Call options by funds: $576K | Put options by funds: $259K

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

18% more capital invested

Capital invested by funds: $774M → $912M (+$138M)

8% more funds holding

Funds holding: 189 → 205 (+16)

0.85% more ownership

Funds ownership: 5.21% → 6.06% (+0.85%)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
5.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
70
Reduced
44
Closed
12
Calls
$576K
Puts
$259K
Net Calls
+$317K
Net Calls Change
+$414K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.8M
2
Bank of America
Bank of America
North Carolina
+$22.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$12.8M
4
Morgan Stanley
Morgan Stanley
New York
+$10.5M
5
GCC
Guardian Capital (Canada)
Ontario, Canada
+$8.32M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$7.47M
2
US Bancorp
US Bancorp
Minnesota
-$1.35M
3
Millennium Management
Millennium Management
New York
-$1.22M
4
SG Americas Securities
SG Americas Securities
New York
-$699K
5
Jane Street
Jane Street
New York
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMH
76
J.M. Hartwell
New York
$814K – – –
SG Americas Securities
77
SG Americas Securities
New York
$798K -$699K -14,708 -47%
KB
78
Kimelman & Baird
New York
$796K – – –
MWNA
79
Marshall Wace North America
New York
$780K +$757K +15,922 New
JMPWA
80
JP Morgan Private Wealth Advisors
California
$750K -$65K -1,367 -8%
BFIM
81
Beese Fulmer Investment Management
Ohio
$749K -$44.7K -940 -6%
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$741K +$9.89K +208 +1%
BTS
83
BB&T Securities
Virginia
$735K -$428 -9 -0.1%
EP
84
Elkfork Partners
Oregon
$731K – – –
FIM
85
Freedom Investment Management
Connecticut
$725K -$15K -316 -2%
USAA
86
United Services Automobile Association
Texas
$701K -$9.51K -200 -1%
Ameriprise
87
Ameriprise
Minnesota
$700K +$109K +2,286 +19%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$641K +$623K +13,108 New
Millennium Management
89
Millennium Management
New York
$594K -$1.22M -25,716 -68%
CS
90
Credential Securities
$550K +$535K +11,249 New
William Blair & Company
91
William Blair & Company
Illinois
$542K -$122K -2,561 -19%
CIBC Asset Management
92
CIBC Asset Management
Ontario, Canada
$535K -$156K -3,280 -23%
TAM
93
Tyers Asset Management
Texas
$532K – – –
DTL
94
Dynamic Technology Lab
Singapore
$527K +$513K +10,794 New
OCM
95
One Capital Management
California
$512K – – –
HSBC Holdings
96
HSBC Holdings
United Kingdom
$506K +$51.2K +1,077 +12%
LIM
97
Leavell Investment Management
Alabama
$504K -$76.5K -1,608 -13%
RHBC
98
R.H. Bluestein & Co
Michigan
$489K – – –
AG
99
Advisor Group
Arizona
$449K +$48.3K +1,015 +12%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$435K +$423K +8,900 New
2 3
4
5 6

FMS Hedge Fund Activity: Q3 2017 in Review

205 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2017, worth a combined $912M — up 18% from $774M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMS positions and 12 closed out — a net gain of 20 holders — while 70 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $26.8M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $7.47M sold.

  • 205 institutional investors held Fresenius Medical Care (FMS) as of Q3 2017, up from 189 in Q2 2017.
  • Funds reported $912M of Fresenius Medical Care stock for Q3 2017, up 18% quarter-over-quarter.
  • 32 funds opened new Fresenius Medical Care positions in Q3 2017 and 12 closed out, a net change of +20 holders.
  • The largest Fresenius Medical Care buyer in Q3 2017 was Fidelity Investments, an estimated $26.8M added.
  • The largest Fresenius Medical Care seller in Q3 2017 was Manning & Napier Advisors, an estimated $7.47M sold.

Based on aggregated 13F filings for Q3 2017.