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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
State Street
101
State Street
Massachusetts
$289K
TAM
102
Trillium Asset Management
Massachusetts
$285K -$4.23K -100 -2%
EAM
103
Eagle Asset Management
Florida
$268K +$258K +6,094 New
IPC
104
Independent Portfolio Consultants
Florida
$266K +$9.1K +215 +4%
ECM
105
ETrade Capital Management
Virginia
$245K +$236K +5,569 New
FA
106
FDx Advisors
Illinois
$244K +$30.2K +714 +15%
RhumbLine Advisers
107
RhumbLine Advisers
Massachusetts
$241K
WA
108
WealthTrust Axiom
Pennsylvania
$236K
TC
109
Telemus Capital
Michigan
$232K +$222K +5,252 New
Fiera Capital (Canada)
110
Fiera Capital (Canada)
Quebec, Canada
$225K -$5.9M -139,300 -96%
MMPW
111
Mitchell McLeod Pugh & Williams
Alabama
$223K -$9.74K -230 -4%
CBA
112
Coastal Bridge Advisors
Connecticut
$208K +$200K +4,716 New
LH
113
Lebenthal Holdings
New York
$206K +$198K +4,674 New
GIA
114
GHP Investment Advisors
Colorado
$205K +$197K +4,661 New
TWI
115
Thomas White International
Illinois
$200K +$149K +3,517 +346%
RFA
116
Reilly Financial Advisors
California
$198K
WRM
117
Westport Resources Management
Connecticut
$185K
QT
118
Quantbot Technologies
New York
$178K +$172K +4,051 New
Deutsche Bank
119
Deutsche Bank
Germany
$149K -$132K -3,124 -48%
CCA
120
Checchi Capital Advisers
California
$144K +$138K +3,270 New
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$128K +$119K +2,820 +3,711%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$119K +$82.5K +1,949 +261%
QCG
123
Quadrant Capital Group
Ohio
$115K +$10.3K +244 +10%
IIC
124
Integrated Investment Consultants
Michigan
$94K +$89.8K +2,121 New
Bessemer Group
125
Bessemer Group
New Jersey
$79K +$50.1K +1,184 +192%

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.