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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
EFSCE
176
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$28.5K -600 -64%
SSB
177
Sandy Spring Bank
Maryland
$16K – – –
Bessemer Group
178
Bessemer Group
New Jersey
$15K – – –
CFA
179
Carroll Financial Associates
North Carolina
$15K – – –
JFA
180
JNBA Financial Advisors
Minnesota
$15K – – –
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$15K +$2.19K +46 +18%
HCA
182
Horan Capital Advisors
Ohio
$15K +$15K +316 New
HR
183
Howe & Rusling
New York
$13K – – –
CLOS
184
Compagnie Lombard Odier SCmA
Switzerland
$12K – – –
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$380 +8 +3%
WTB
186
Washington Trust Bank
Washington
$10K -$19.5K -410 -66%
LIA
187
LS Investment Advisors
Michigan
$10K – – –
WT
188
Whittier Trust
California
$10K +$9.32K +196 New
SIAS
189
Shine Investment Advisory Services
Colorado
$9K – – –
HFM
190
Hartford Financial Management
Connecticut
$8K – – –
BBHC
191
Brown Brothers Harriman & Co
New York
$6K – – –
CHP
192
Cable Hill Partners
Oregon
$6K – – –
GRP
193
Global Retirement Partners
California
$6K +$6.28K +132 New
WA
194
Winfield Associates
Ohio
$5K -$238 -5 -5%
TWI
195
Thomas White International
Illinois
$5K – – –
HNB
196
Huntington National Bank
Ohio
$4K – – –
LNB
197
Ledyard National Bank
$4K – – –
CHC
198
City Holding Co
West Virginia
$3K +$2.52K +53 New
CAW
199
Cornerstone Advisors (Washington)
Washington
$2K – – –
DAM
200
Delta Asset Management
Tennessee
$2K – – –
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.