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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
TAM
126
Trillium Asset Management
Massachusetts
$284K
WEC
127
Winslow Evans & Crocker
Massachusetts
$284K -$333K -7,000 -55%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$277K +$268K +5,643 New
WA
129
WealthTrust Axiom
Pennsylvania
$274K -$23.8K -500 -8%
Cerity Partners
130
Cerity Partners
New York
$260K +$35.6K +749 +16%
SS
131
Simplicity Solutions
Minnesota
$257K +$17.2K +361 +7%
BF
132
BOK Financial
Oklahoma
$253K -$475 -10 -0.2%
MSAM
133
Moloney Securities Asset Management
Missouri
$252K
Pacer Advisors
134
Pacer Advisors
Pennsylvania
$250K +$66.3K +1,394 +38%
SAM
135
Shikiar Asset Management
New York
$244K
RJFSA
136
Raymond James Financial Services Advisors
Florida
$239K +$233K +4,898 New
SFA
137
Sequoia Financial Advisors
Ohio
$238K
MMPW
138
Mitchell McLeod Pugh & Williams
Alabama
$236K
HI
139
HBK Investments
Texas
$235K +$228K +4,800 New
Two Sigma Advisers
140
Two Sigma Advisers
New York
$235K +$228K +4,800 New
CBA
141
Coastal Bridge Advisors
Connecticut
$232K
YWP
142
YorkBridge Wealth Partners
New York
$230K +$4.37K +92 +2%
GVT
143
Genesee Valley Trust
New York
$229K -$13.4K -282 -6%
GIA
144
GHP Investment Advisors
Colorado
$227K
RFA
145
Reilly Financial Advisors
California
$220K
LPL Financial
146
LPL Financial
California
$219K +$4.57K +96 +2%
QCG
147
Quadrant Capital Group
Ohio
$161K
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$123K -$25.4K -534 -18%
UBS AM
149
UBS AM
Illinois
$115K
SEI Investments
150
SEI Investments
Pennsylvania
$112K +$19.5K +410 +22%

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.