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Fresenius Medical Care

144 hedge funds and large institutions have $475M invested in Fresenius Medical Care in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

3% more funds holding

Funds holding: 140144 (+4)

0.07% less ownership

Funds ownership: 3.79%3.72% (-0.07%)

3% less capital invested

Capital invested by funds: $489M → $475M (-$14.2M)

50% less call options, than puts

Call options by funds: $254K | Put options by funds: $507K

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
53
Reduced
37
Closed
12
Calls
$254K
Puts
$507K
Net Calls
-$253K
Net Calls Change
-$183K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$85K +$89.3K +2,090 New
PIA
102
Peachtree Investment Advisors
Georgia
$83K
WTB
103
Washington Trust Bank
Washington
$74K
OA
104
OFI Advisors
Pennsylvania
$74K +$5K +117 +7%
BIM
105
BlackRock Investment Management
Delaware
$44K -$72.8K -1,703 -62%
MFS
106
MSI Financial Services
Massachusetts
$44K -$1.07K -25 -2%
TWI
107
Thomas White International
Illinois
$43K
AP
108
Atwood & Palmer
Missouri
$42K +$2.99K +70 +8%
HNB
109
Huntington National Bank
Ohio
$41K -$23.8K -557 -36%
EFSCE
110
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
LWCFA
111
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
GWM
112
Gupta Wealth Management
California
$39K +$39.9K +934 New
WA
113
WealthTrust-Arizona
Arizona
$32K
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$32K +$2.22K +52 +7%
First Manhattan
115
First Manhattan
New York
$25K
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$24K +$24.4K +571 New
TCOV
117
Trust Company of Vermont
Vermont
$22K
FNBT
118
FineMark National Bank & Trust
Florida
$22K +$3.63K +85 +20%
MA
119
MUFG Americas
New York
$17K
DIA
120
Davidson Investment Advisors
Montana
$16K +$17.1K +400 New
JFA
121
JNBA Financial Advisors
Minnesota
$13K
SIG
122
Stanford Investment Group
California
$13K
BCA
123
Bray Capital Advisors
Florida
$12K +$12.8K +300 New
CFA
124
Carroll Financial Associates
North Carolina
$10K +$8.97K +210 +750%
LIA
125
LS Investment Advisors
Michigan
$8K

FMS Hedge Fund Activity: Q2 2015 in Review

144 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2015, worth a combined $475M — down 2.9% from $489M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FMS positions and 12 closed out — a net gain of 7 holders — while 53 added to existing stakes and 37 trimmed.

The largest buyer was Harding Loevner, adding an estimated $5.26M. The largest seller was Vontobel Asset Management, cutting an estimated $18.4M.

  • 144 institutional investors held Fresenius Medical Care (FMS) as of Q2 2015, up from 140 in Q1 2015.
  • Funds reported $475M of Fresenius Medical Care stock for Q2 2015, down 2.9% quarter-over-quarter.
  • 19 funds opened new Fresenius Medical Care positions in Q2 2015 and 12 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q2 2015 was Harding Loevner, an estimated $5.26M added.
  • The largest Fresenius Medical Care seller in Q2 2015 was Vontobel Asset Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2015.