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Fresenius Medical Care
FMS

181 hedge funds and large institutions have $681M invested in Fresenius Medical Care in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $621M → $681M (+$60.3M)

6% more funds holding

Funds holding: 170 → 181 (+11)

0.41% more ownership

Funds ownership: 4.66% → 5.06% (+0.41%)

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
64
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HL
Harding Loevner
New Jersey
+$43.3M
2
Bank of America
Bank of America
North Carolina
+$10.6M
3
Goldman Sachs
Goldman Sachs
New York
+$4.12M
4
Northern Trust
Northern Trust
Illinois
+$3.72M
5
CI
Cambiar Investors
Colorado
+$2.24M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$7.15M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.66M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
-$2.17M
4
Deutsche Bank
Deutsche Bank
Germany
-$2.06M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
101
Winslow Evans & Crocker
Massachusetts
$315K – – –
WI
102
WrapManager Inc
California
$310K +$3.36K +75 +1%
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$305K – – –
LOT
104
Lombard Odier Transatlantic
Quebec, Canada
$305K – – –
SCM
105
Sterling Capital Management
North Carolina
$300K +$65.6K +1,465 +27%
HC
106
Henshaw Capital
Massachusetts
$300K +$307K +6,853 New
YMRC
107
Yorktown Management & Research Company
Virginia
$298K – – –
EMG
108
Ellington Management Group
Connecticut
$298K +$304K +6,800 New
State Street
109
State Street
Massachusetts
$290K +$2.37K +53 +0.8%
TAM
110
Trillium Asset Management
Massachusetts
$275K -$8.15K -182 -3%
EAM
111
Eagle Asset Management
Florida
$267K +$403 +9 +0.1%
TC
112
Telemus Capital
Michigan
$266K +$17.4K +389 +7%
CS
113
Credit Suisse
Switzerland
$258K -$89.4K -1,996 -25%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$246K -$2.66M -59,467 -91%
Mariner
115
Mariner
Kansas
$244K +$250K +5,574 New
FA
116
FDx Advisors
Illinois
$241K -$4.03K -90 -2%
ACM
117
Ativo Capital Management
Illinois
$239K +$245K +5,470 New
BF
118
BOK Financial
Oklahoma
$235K +$240K +5,361 New
WA
119
WealthTrust Axiom
Pennsylvania
$234K – – –
AI
120
Atria Investments
North Carolina
$234K +$239K +5,338 New
LPL Financial
121
LPL Financial
California
$226K +$5.46K +122 +2%
Fiera Capital (Canada)
122
Fiera Capital (Canada)
Quebec, Canada
$224K – – –
SFA
123
Sequoia Financial Advisors
Ohio
$223K +$228K +5,089 New
MMPW
124
Mitchell McLeod Pugh & Williams
Alabama
$222K – – –
RIL
125
Rothschild Investment LLC
Illinois
$222K +$227K +5,067 New
3 4
5
6 7

FMS Hedge Fund Activity: Q3 2016 in Review

181 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2016, worth a combined $681M — up 9.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FMS positions and 14 closed out — a net gain of 12 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Harding Loevner, adding an estimated $43.3M. The largest seller was Millennium Management, cutting an estimated $7.15M.

  • 181 institutional investors held Fresenius Medical Care (FMS) as of Q3 2016, up from 170 in Q2 2016.
  • Funds reported $681M of Fresenius Medical Care stock for Q3 2016, up 9.7% quarter-over-quarter.
  • 26 funds opened new Fresenius Medical Care positions in Q3 2016 and 14 closed out, a net change of +12 holders.
  • The largest Fresenius Medical Care buyer in Q3 2016 was Harding Loevner, an estimated $43.3M added.
  • The largest Fresenius Medical Care seller in Q3 2016 was Millennium Management, an estimated $7.15M sold.

Based on aggregated 13F filings for Q3 2016.