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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
WRM
151
Westport Resources Management
Connecticut
$26K -$161K -3,600 -86%
Schroder Investment Management Group
152
Schroder Investment Management Group
United Kingdom
$25K
MA
153
MUFG Americas
New York
$25K +$7.34K +164 +41%
AP
154
Atwood & Palmer
Missouri
$24K
CFG
155
Citizens Financial Group
Rhode Island
$24K
TCOV
156
Trust Company of Vermont
Vermont
$23K
FNBT
157
FineMark National Bank & Trust
Florida
$21K +$5.33K +119 +32%
Bessemer Group
158
Bessemer Group
New Jersey
$21K +$11K +245 +105%
LAM
159
Lebenthal Asset Management
New York
$21K +$21.9K +489 New
S
160
SignatureFD
Georgia
$20K +$3.63K +81 +21%
JFA
161
JNBA Financial Advisors
Minnesota
$20K +$7.16K +160 +53%
CFA
162
Carroll Financial Associates
North Carolina
$15K +$3.58K +80 +29%
SIG
163
Stanford Investment Group
California
$14K
Manulife (Manufacturers Life Insurance)
164
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$13.9K +311 New
HR
165
Howe & Rusling
New York
$11K
LIA
166
LS Investment Advisors
Michigan
$9K
PWM
167
Perigon Wealth Management
California
$9K +$9.67K +216 New
HFM
168
Hartford Financial Management
Connecticut
$7K
LNB
169
Ledyard National Bank
$7K
BBHC
170
Brown Brothers Harriman & Co
New York
$6K
AIM
171
Acrospire Investment Management
Illinois
$6K +$6.36K +142 New
CHP
172
Cable Hill Partners
Oregon
$5K
WA
173
Winfield Associates
Ohio
$4K
KT
174
Kanaly Trust
Texas
$3K
M
175
MOTCO
Texas
$3K +$2.82K +63 New

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.