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Fresenius Medical Care
FMS

148 hedge funds and large institutions have $426M invested in Fresenius Medical Care in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

5% more funds holding

Funds holding: 141 → 148 (+7)

0.43% less ownership

Funds ownership: 3.69% → 3.26% (-0.43%)

5% less capital invested

Capital invested by funds: $450M → $426M (-$24.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $209K

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
45
Reduced
28
Closed
15
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
-$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.91M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.53M
3
Bank of America
Bank of America
North Carolina
+$2.63M
4
WI
WBI Investments
New Jersey
+$2.26M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.82M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$26.1M
2
VAM
Vontobel Asset Management
New York
-$22.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.4M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$4.26M
5
OMC
Old Mission Capital
Illinois
-$3.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
126
JNBA Financial Advisors
Minnesota
$13K – – –
PCP
127
Proficio Capital Partners
Massachusetts
$12K +$12.3K +292 New
CFA
128
Carroll Financial Associates
North Carolina
$11K – – –
SEI Investments
129
SEI Investments
Pennsylvania
$10K +$3.71K +88 +56%
HNB
130
Huntington National Bank
Ohio
$9K +$8.76K +208 New
GWM
131
Gupta Wealth Management
California
$8K – – –
LIA
132
LS Investment Advisors
Michigan
$8K – – –
HFM
133
Hartford Financial Management
Connecticut
$7K – – –
LNB
134
Ledyard National Bank
$7K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
CHP
136
Cable Hill Partners
Oregon
$6K – – –
PSC
137
Prentiss Smith & Co
Vermont
$4K – – –
KT
138
Kanaly Trust
Texas
$3K -$84 -2 -3%
MFBTD
139
MB Financial Bank - Trust Department
Illinois
$3K – – –
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.2K +76 New
BWA
141
Burt Wealth Advisors
Maryland
$3K +$3.54K +84 New
AIG
142
American International Group
New York
$2K – – –
PFBT
143
Parkside Financial Bank & Trust
Missouri
$2K – – –
WC
144
Whitnell & Co
Illinois
$2K – – –
IA
145
IFP Advisors
Florida
$2K +$1.73K +41 New
LWA
146
Lenox Wealth Advisors
New York
$1K +$1.18K +28 New
VAM
147
Vontobel Asset Management
New York
– -$22.4M -575,519 Closed
OMC
148
Old Mission Capital
Illinois
– -$3.5M -89,793 Closed
CS
149
Credit Suisse
Switzerland
– -$3.35M -85,986 Closed
HighTower Advisors
150
HighTower Advisors
Illinois
– -$911K -22,822 Closed
3 4 5
6
7

FMS Hedge Fund Activity: Q4 2015 in Review

148 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2015, worth a combined $426M — down 5.4% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FMS positions and 15 closed out — a net gain of 8 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.91M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 148 institutional investors held Fresenius Medical Care (FMS) as of Q4 2015, up from 141 in Q3 2015.
  • Funds reported $426M of Fresenius Medical Care stock for Q4 2015, down 5.4% quarter-over-quarter.
  • 23 funds opened new Fresenius Medical Care positions in Q4 2015 and 15 closed out, a net change of +8 holders.
  • The largest Fresenius Medical Care buyer in Q4 2015 was Morgan Stanley, an estimated $4.91M added.
  • The largest Fresenius Medical Care seller in Q4 2015 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.