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Fresenius Medical Care

205 hedge funds and large institutions have $912M invested in Fresenius Medical Care in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

122% more call options, than puts

Call options by funds: $576K | Put options by funds: $259K

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

18% more capital invested

Capital invested by funds: $774M → $912M (+$138M)

8% more funds holding

Funds holding: 189205 (+16)

0.85% more ownership

Funds ownership: 5.21%6.06% (+0.85%)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
70
Reduced
44
Closed
12
Calls
$576K
Puts
$259K
Net Calls
+$317K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$423K +$12.9K +271 +3%
TAM
102
Todd Asset Management
Kentucky
$419K +$19K +400 +5%
P
103
Pitcairn
Pennsylvania
$417K +$405K +8,516 New
NFGCM
104
Norman Fields Gottscho Capital Management
New York
$410K -$19K -400 -5%
GT
105
Greenleaf Trust
Michigan
$402K +$154K +3,232 +65%
MML Investors Services
106
MML Investors Services
Massachusetts
$399K +$45.7K +962 +13%
RC
107
Roundview Capital
New Jersey
$396K
TC
108
Telemus Capital
Michigan
$394K -$114K -2,388 -23%
BW
109
Biegel & Waller
Maryland
$391K
FWM
110
Frontier Wealth Management
Missouri
$391K
PA
111
Pinnacle Associates
New York
$378K -$13.8K -291 -4%
RCM
112
Riverhead Capital Management
Delaware
$372K
HC
113
Henshaw Capital
Massachusetts
$370K
CCM
114
Covington Capital Management
California
$370K +$360K +7,570 New
WI
115
WrapManager Inc
California
$366K +$4.57K +96 +1%
Geode Capital Management
116
Geode Capital Management
Massachusetts
$339K
Mariner
117
Mariner
Kansas
$332K -$4.61K -97 -1%
YMRC
118
Yorktown Management & Research Company
Virginia
$332K
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$315K +$37.5K +789 +14%
RFC
120
Regions Financial Corp
Alabama
$314K +$45.1K +949 +17%
CSS
121
Cubist Systematic Strategies
Connecticut
$313K +$305K +6,406 New
Stifel Financial
122
Stifel Financial
Missouri
$310K +$77K +1,619 +34%
CRC
123
Curi RMB Capital
Illinois
$306K +$11.6K +244 +4%
Barclays
124
Barclays
United Kingdom
$291K +$112K +2,364 +66%
SCM
125
Sterling Capital Management
North Carolina
$286K +$37.9K +797 +16%

FMS Hedge Fund Activity: Q3 2017 in Review

205 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2017, worth a combined $912M — up 18% from $774M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMS positions and 12 closed out — a net gain of 20 holders — while 70 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $26.8M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $7.47M sold.

  • 205 institutional investors held Fresenius Medical Care (FMS) as of Q3 2017, up from 189 in Q2 2017.
  • Funds reported $912M of Fresenius Medical Care stock for Q3 2017, up 18% quarter-over-quarter.
  • 32 funds opened new Fresenius Medical Care positions in Q3 2017 and 12 closed out, a net change of +20 holders.
  • The largest Fresenius Medical Care buyer in Q3 2017 was Fidelity Investments, an estimated $26.8M added.
  • The largest Fresenius Medical Care seller in Q3 2017 was Manning & Napier Advisors, an estimated $7.47M sold.

Based on aggregated 13F filings for Q3 2017.