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Fresenius Medical Care
FMS

220 hedge funds and large institutions have $779M invested in Fresenius Medical Care in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

7% more funds holding

Funds holding: 205 → 220 (+15)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

1.25% less ownership

Funds ownership: 6.06% → 4.81% (-1.2%)

15% less capital invested

Capital invested by funds: $912M → $779M (-$133M)

Holders
220
Holders Change
+15
Holders Change %
+7.32%
% of All Funds
4.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
58
Reduced
62
Closed
26
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$813K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.1M
2
HL
Harding Loevner
New Jersey
+$4.28M
3
MWNA
Marshall Wace North America
New York
+$3.79M
4
Millennium Management
Millennium Management
New York
+$3.43M
5
PPA
Parametric Portfolio Associates
Washington
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$132M
2
Bank of America
Bank of America
North Carolina
-$51.9M
3
Wells Fargo
Wells Fargo
California
-$10.5M
4
Northern Trust
Northern Trust
Illinois
-$7.4M
5
US Bancorp
US Bancorp
Minnesota
-$4.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$447K +$126K +2,536 +43%
CIBC Asset Management
102
CIBC Asset Management
Ontario, Canada
$442K -$126K -2,540 -23%
NFGCM
103
Norman Fields Gottscho Capital Management
New York
$441K – – –
P
104
Pitcairn
Pennsylvania
$438K -$8.4K -169 -2%
GT
105
Greenleaf Trust
Michigan
$432K – – –
RC
106
Roundview Capital
New Jersey
$420K -$4.97K -100 -1%
BW
107
Biegel & Waller
Maryland
$420K – – –
FWM
108
Frontier Wealth Management
Missouri
$420K – – –
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$417K +$73.2K +1,474 +23%
PA
110
Pinnacle Associates
New York
$406K – – –
RCM
111
Riverhead Capital Management
Delaware
$399K – – –
CCM
112
Covington Capital Management
California
$398K – – –
Pacer Advisors
113
Pacer Advisors
Pennsylvania
$394K +$118K +2,385 +47%
RFC
114
Regions Financial Corp
Alabama
$360K +$22.1K +444 +7%
YMRC
115
Yorktown Management & Research Company
Virginia
$357K – – –
Mariner
116
Mariner
Kansas
$353K -$3.48K -70 -1%
SCM
117
Sterling Capital Management
North Carolina
$325K +$16.8K +338 +6%
BTS
118
BB&T Securities
Virginia
$316K -$448K -9,025 -60%
OAM
119
Oxford Asset Management
United Kingdom
$314K -$2.33M -46,928 -89%
AG
120
Advisor Group
Arizona
$307K -$167K -3,355 -37%
TAM
121
Trillium Asset Management
Massachusetts
$305K – – –
TAM
122
Todd Asset Management
Kentucky
$298K -$144K -2,894 -34%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$293K -$3.53K -71 -1%
CSS
124
Cubist Systematic Strategies
Connecticut
$288K -$46.4K -934 -15%
Cerity Partners
125
Cerity Partners
New York
$283K +$3.58K +72 +1%
3 4
5
6 7

FMS Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2017, worth a combined $779M — down 15% from $912M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 26 closed out — a net gain of 16 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Cambiar Investors, cutting an estimated $132M.

  • 220 institutional investors held Fresenius Medical Care (FMS) as of Q4 2017, up from 205 in Q3 2017.
  • Funds reported $779M of Fresenius Medical Care stock for Q4 2017, down 15% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q4 2017 and 26 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q4 2017 was Morgan Stanley, an estimated $15.1M added.
  • The largest Fresenius Medical Care seller in Q4 2017 was Cambiar Investors, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2017.