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Fresenius Medical Care

170 hedge funds and large institutions have $621M invested in Fresenius Medical Care in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

2% more capital invested

Capital invested by funds: $607M → $621M (+$13.5M)

0.15% more ownership

Funds ownership: 4.5%4.66% (+0.15%)

2% less funds holding

Funds holding: 173170 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
4.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
59
Reduced
46
Closed
20
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
LOT
101
Lombard Odier Transatlantic
Quebec, Canada
$303K +$6.46K +150 +2%
AAM
102
Aberdeen Asset Management
United Kingdom
$296K
YMRC
103
Yorktown Management & Research Company
Virginia
$296K
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$296K +$293K +6,801 New
State Street
105
State Street
Massachusetts
$287K
TAM
106
Trillium Asset Management
Massachusetts
$281K
IPC
107
Independent Portfolio Consultants
Florida
$268K +$5.6K +130 +2%
EAM
108
Eagle Asset Management
Florida
$265K
TC
109
Telemus Capital
Michigan
$248K +$18.5K +429 +8%
FA
110
FDx Advisors
Illinois
$244K +$2.2K +51 +0.9%
RhumbLine Advisers
111
RhumbLine Advisers
Massachusetts
$238K
SCM
112
Sterling Capital Management
North Carolina
$235K +$233K +5,399 New
WA
113
WealthTrust Axiom
Pennsylvania
$233K
Fiera Capital (Canada)
114
Fiera Capital (Canada)
Quebec, Canada
$223K
MMPW
115
Mitchell McLeod Pugh & Williams
Alabama
$221K
LPL Financial
116
LPL Financial
California
$221K +$222K +5,152 New
Jane Street
117
Jane Street
New York
$218K -$111K -2,584 -34%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$218K +$215K +5,000 New
RJFSA
119
Raymond James Financial Services Advisors
Florida
$208K +$206K +4,770 New
CBA
120
Coastal Bridge Advisors
Connecticut
$206K +$776 +18 +0.4%
GIA
121
GHP Investment Advisors
Colorado
$202K -$905 -21 -0.5%
RFA
122
Reilly Financial Advisors
California
$196K
WRM
123
Westport Resources Management
Connecticut
$183K
TWI
124
Thomas White International
Illinois
$160K -$36.6K -850 -19%
WAM
125
Wealthspire Advisors (Maryland)
Maryland
$153K +$26.3K +610 +21%

FMS Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2016, worth a combined $621M — up 2.2% from $607M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FMS and 18 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Millennium Management, adding an estimated $5.76M. The largest seller was Riverhead Capital Management, cutting an estimated $2.72M.

  • 170 institutional investors held Fresenius Medical Care (FMS) as of Q2 2016, down from 173 in Q1 2016.
  • Funds reported $621M of Fresenius Medical Care stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 18 funds opened new Fresenius Medical Care positions in Q2 2016 and 20 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q2 2016 was Millennium Management, an estimated $5.76M added.
  • The largest Fresenius Medical Care seller in Q2 2016 was Riverhead Capital Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2016.