We are live on ! Find out more
FMS icon

Fresenius Medical Care
FMS

127 hedge funds and large institutions have $510M invested in Fresenius Medical Care in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 5.17% → 4.73% (-0.44%)

6% less funds holding

Funds holding: 135 → 127 (-8)

11% less capital invested

Capital invested by funds: $573M → $510M (-$63.8M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
47
Closed
19
Calls
$1.42M
Puts
–
Net Calls
+$1.42M
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$9.72M
2
Invesco
Invesco
Georgia
+$8.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.1M
4
AG
Aperio Group
California
+$6.01M
5
Northern Trust
Northern Trust
Illinois
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$44.7M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.7M
3
TWI
Thomas White International
Illinois
-$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.63M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
WealthTrust-Arizona
Arizona
$38K – – –
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$33K -$3.5K -100 -9%
LWCFA
103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
MA
104
MUFG Americas
New York
$28K – – –
MFS
105
MSI Financial Services
Massachusetts
$23K +$15.8K +450 +212%
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
First Manhattan
107
First Manhattan
New York
$21K – – –
TCOV
108
Trust Company of Vermont
Vermont
$18K – – –
Creative Planning
109
Creative Planning
Kansas
$16K – – –
CHC
110
City Holding Co
West Virginia
$15K – – –
FNBT
111
FineMark National Bank & Trust
Florida
$13K +$2.52K +72 +24%
FHA
112
First Horizon Advisors
Tennessee
$11K – – –
JFA
113
JNBA Financial Advisors
Minnesota
$11K – – –
PAS
114
Partnervest Advisory Services
California
$8K – – –
LIA
115
LS Investment Advisors
Michigan
$7K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
RNS
117
Robert N. Shapiro
$7K – – –
TF
118
Tompkins Financial
New York
$7K – – –
LNB
119
Ledyard National Bank
$6K – – –
BPBT
120
Boston Private Bank & Trust
Massachusetts
$5K -$9.38K -268 -66%
BBHC
121
Brown Brothers Harriman & Co
New York
$5K – – –
SSB
122
Sandy Spring Bank
Maryland
$5K +$5.01K +143 New
PTC
123
Private Trust Company
Ohio
$4K -$7.81K -223 -64%
AIG
124
American International Group
New York
$3.1K -$630 -18 -17%
CAW
125
Cornerstone Advisors (Washington)
Washington
$3K -$10.9K -312 -80%
2 3 4
5
6

FMS Hedge Fund Activity: Q1 2014 in Review

127 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2014, worth a combined $510M — down 11% from $573M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FMS and 12 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $9.72M. The largest seller was Goldman Sachs, cutting an estimated $44.7M.

  • 127 institutional investors held Fresenius Medical Care (FMS) as of Q1 2014, down from 135 in Q4 2013.
  • Funds reported $510M of Fresenius Medical Care stock for Q1 2014, down 11% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q1 2014 and 19 closed out, a net change of -7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2014 was Virtu KCG Holdings, an estimated $9.72M added.
  • The largest Fresenius Medical Care seller in Q1 2014 was Goldman Sachs, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2014.