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Fresenius Medical Care
FMS

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: 189 → 205 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.8M
2
Bank of America
Bank of America
North Carolina
+$22.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$12.8M
4
Morgan Stanley
Morgan Stanley
New York
+$10.5M
5
GCC
Guardian Capital (Canada)
Ontario, Canada
+$8.32M

Top Sellers

1
MNA
Manning & Napier Advisors
New York
-$7.47M
2
US Bancorp
US Bancorp
Minnesota
-$1.35M
3
Millennium Management
Millennium Management
New York
-$1.22M
4
SG Americas Securities
SG Americas Securities
New York
-$699K
5
Jane Street
Jane Street
New York
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
151
Integrated Investment Consultants
Michigan
$104K – – –
PA
152
Parallel Advisors
California
$99K +$6.47K +136 +7%
PCP
153
Proficio Capital Partners
Massachusetts
$94K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$93K +$90.4K +1,901 New
IA
155
IFP Advisors
Florida
$92K -$3.42K -72 -4%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.4K – – –
NIT
157
NumerixS Investment Technologies
British Columbia, Canada
$88K +$76.1K +1,600 +800%
BONST
158
Bank of Nova Scotia Trust
Ontario, Canada
$63K +$61.5K +1,294 New
IDBONY
159
Israel Discount Bank of New York
New York
$61K – – –
BTIS
160
BB&T Investment Services
North Carolina
$59K +$2.04K +43 +4%
WA
161
WealthTrust-Arizona
Arizona
$53K +$1.14K +24 +2%
LWCFA
162
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$37K +$30.8K +647 +583%
AAP
164
Arax Advisory Partners
Colorado
$32K – – –
IP
165
Intellectus Partners
California
$31K -$10.2K -214 -25%
First Manhattan
166
First Manhattan
New York
$30K – – –
TCOV
167
Trust Company of Vermont
Vermont
$26K – – –
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$24K – – –
MAM
169
Magellan Asset Management
Australia
$24K +$9.51K +200 +67%
ZB
170
Zions Bancorporation
Utah
$24K +$18K +379 +341%
MFW
171
Mosaic Family Wealth
Missouri
$24K +$23.7K +499 New
MA
172
MUFG Americas
New York
$20K -$7.8K -164 -29%
GT
173
Glenmede Trust
Pennsylvania
$19K – – –
ST
174
Smithfield Trust
Pennsylvania
$19K – – –
ASN
175
Advisory Services Network
Georgia
$18K – – –
5 6
7
8 9

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.