Fresenius Medical Care
FMS
173 hedge funds and large institutions have $607M invested in Fresenius Medical Care in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
43% more capital invested
Capital invested by funds: $426M → $607M (+$181M)
39% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 38
17% more funds holding
Funds holding: 148 → 173 (+25)
1.25% more ownership
Funds ownership: 3.26% → 4.5% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.7M |
| 3 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
+$12.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$8.37M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$5.9M |
| 3 |
Jane Street
New York
|
-$4.62M |
| 4 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$2.64M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Arrowstreet Capital
Boston,
Massachusetts
| – | -$2.24M | -53,560 | Closed |
|
|
KAM
177
Keeley Asset Management
Chicago,
Illinois
| – | -$1.67M | -40,000 | Closed |
|
178
Renaissance Technologies
New York
| – | -$1.64M | -39,150 | Closed |
|
|
BFM
179
Boston Financial Management
Boston,
Massachusetts
| – | -$1.14M | -27,326 | Closed |
|
180
Nomura Holdings
Tokyo,
Japan
| – | -$690K | -16,489 | Closed |
|
|
SFA
181
Sequoia Financial Advisors
Akron,
Ohio
| – | -$223K | -5,334 | Closed |
|
|
RCAMU
182
Rothschild & Co Asset Management US
Stamford,
Connecticut
| – | -$210K | -5,021 | Closed |
|
|
PG
183
PEAK6 Group
Chicago,
Illinois
| – | -$68K | -1,614 | Closed |
|
|
BIM
184
BlackRock Investment Management
Wilmington,
Delaware
| – | -$44K | -1,060 | Closed |
|
|
GWM
185
Gupta Wealth Management
San Diego,
California
| – | -$8K | -200 | Closed |
|
|
BWA
186
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$3K | -84 | Closed |
|
|
MFBTD
187
MB Financial Bank - Trust Department
Rosemont,
Illinois
| – | -$3K | -63 | Closed |
|
|
LWA
188
Lenox Wealth Advisors
New York
| – | -$1K | -28 | Closed |
|
FMS Hedge Fund Activity: Q1 2016 in Review
173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2016, worth a combined $607M — up 43% from $426M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FMS positions and 17 closed out — a net gain of 25 holders — while 53 added to existing stakes and 38 trimmed.
The largest buyer was Cambiar Investors, opening a new position worth an estimated $94M. The largest seller was Macquarie Group, exiting entirely with an estimated $8.37M sold.
- 173 institutional investors held Fresenius Medical Care (FMS) as of Q1 2016, up from 148 in Q4 2015.
- Funds reported $607M of Fresenius Medical Care stock for Q1 2016, up 43% quarter-over-quarter.
- 42 funds opened new Fresenius Medical Care positions in Q1 2016 and 17 closed out, a net change of +25 holders.
- The largest Fresenius Medical Care buyer in Q1 2016 was Cambiar Investors, an estimated $94M added.
- The largest Fresenius Medical Care seller in Q1 2016 was Macquarie Group, an estimated $8.37M sold.
Based on aggregated 13F filings for Q1 2016.