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Fresenius Medical Care
FMS

127 hedge funds and large institutions have $510M invested in Fresenius Medical Care in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 5.17% → 4.73% (-0.44%)

6% less funds holding

Funds holding: 135 → 127 (-8)

11% less capital invested

Capital invested by funds: $573M → $510M (-$63.8M)

26% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 47

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
35
Reduced
47
Closed
19
Calls
$1.42M
Puts
–
Net Calls
+$1.42M
Net Calls Change
+$1.07M

Top Buyers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
+$9.72M
2
Invesco
Invesco
Georgia
+$8.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.1M
4
AG
Aperio Group
California
+$6.01M
5
Northern Trust
Northern Trust
Illinois
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$44.7M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$12.7M
3
TWI
Thomas White International
Illinois
-$5.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.63M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
126
Central Trust Company
Missouri
$3K +$2.73K +78 New
WEC
127
Winslow Evans & Crocker
Massachusetts
$1.05K -$3.5K -100 -77%
TWI
128
Thomas White International
Illinois
– -$5.5M -154,639 Closed
Renaissance Technologies
129
Renaissance Technologies
New York
– -$2.6M -73,100 Closed
MAM
130
Martingale Asset Management
Massachusetts
– -$2.38M -66,866 Closed
MCM
131
McKinley Capital Management
Alaska
– -$2.25M -63,364 Closed
RFC
132
Regions Financial Corp
Alabama
– -$1.59M -44,692 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$759K -21,673 Closed
CIBC World Market
134
CIBC World Market
Ontario, Canada
– -$605K -17,000 Closed
SAM
135
Symphony Asset Management
California
– -$571K -16,042 Closed
BF
136
BOK Financial
Oklahoma
– -$343K -9,626 Closed
CIP
137
Convergence Investment Partners
Florida
– -$238K -6,677 Closed
BG
138
Bahl & Gaynor
Ohio
– -$235K -6,600 Closed
CRC
139
Curi RMB Capital
Illinois
– -$211K -5,925 Closed
ST
140
Smithfield Trust
Pennsylvania
– -$206K -5,765 Closed
Fiera Capital (Canada)
141
Fiera Capital (Canada)
Quebec, Canada
– -$205K -5,750 Closed
WA
142
WealthTrust Axiom
Pennsylvania
– -$201K -5,666 Closed
UBS AM
143
UBS AM
Illinois
– -$200K -5,633 Closed
CGT
144
Capital Guardian Trust
California
– -$23K -642 Closed
TRCT
145
Tower Research Capital (TRC)
New York
– -$21K -600 Closed
ASN
146
Advisory Services Network
Georgia
– -$5K -146 Closed
2 3 4 5
6

FMS Hedge Fund Activity: Q1 2014 in Review

127 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2014, worth a combined $510M — down 11% from $573M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FMS and 12 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 35 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $9.72M. The largest seller was Goldman Sachs, cutting an estimated $44.7M.

  • 127 institutional investors held Fresenius Medical Care (FMS) as of Q1 2014, down from 135 in Q4 2013.
  • Funds reported $510M of Fresenius Medical Care stock for Q1 2014, down 11% quarter-over-quarter.
  • 12 funds opened new Fresenius Medical Care positions in Q1 2014 and 19 closed out, a net change of -7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2014 was Virtu KCG Holdings, an estimated $9.72M added.
  • The largest Fresenius Medical Care seller in Q1 2014 was Goldman Sachs, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2014.