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Fresenius Medical Care

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: 170181 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$212K +$217K +4,841 New
CBA
127
Coastal Bridge Advisors
Connecticut
$207K
GIA
128
GHP Investment Advisors
Colorado
$203K
RFA
129
Reilly Financial Advisors
California
$197K
TWI
130
Thomas White International
Illinois
$166K +$4.48K +100 +3%
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$153K
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$150K +$16.2K +362 +12%
QCG
133
Quadrant Capital Group
Ohio
$143K +$31.9K +712 +26%
PRS
134
Pinkerton Retirement Specialists
Idaho
$119K +$122K +2,722 New
GT
135
Glenmede Trust
Pennsylvania
$93K -$2.82K -63 -3%
IIC
136
Integrated Investment Consultants
Michigan
$88K -$448 -10 -0.5%
IA
137
IFP Advisors
Florida
$82K +$1.75K +39 +2%
PCP
138
Proficio Capital Partners
Massachusetts
$50K +$4.83K +108 +11%
WA
139
WealthTrust-Arizona
Arizona
$49K +$15.8K +354 +46%
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
MFS
141
MSI Financial Services
Massachusetts
$41K -$8.15K -182 -16%
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
SEI Investments
143
SEI Investments
Pennsylvania
$39K +$9.13K +204 +30%
CG
144
Cutler Group
California
$39K +$40.3K +900 New
SF
145
Synovus Financial
Georgia
$36K +$36.7K +820 New
QT
146
Quantbot Technologies
New York
$35K -$5.06K -113 -12%
CYG
147
Clean Yield Group
Vermont
$34K +$8.15K +182 +30%
ZB
148
Zions Bancorporation
Utah
$29K +$11.1K +248 +53%
First Manhattan
149
First Manhattan
New York
$27K -$5.69K -127 -17%
WTB
150
Washington Trust Bank
Washington
$27K -$4.21K -94 -13%

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.