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Fresenius Medical Care
FMS

220 hedge funds and large institutions have $779M invested in Fresenius Medical Care in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

7% more funds holding

Funds holding: 205 → 220 (+15)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

1.25% less ownership

Funds ownership: 6.06% → 4.81% (-1.2%)

15% less capital invested

Capital invested by funds: $912M → $779M (-$133M)

Holders
220
Holders Change
+15
Holders Change %
+7.32%
% of All Funds
4.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
58
Reduced
62
Closed
26
Calls
$1.13M
Puts
–
Net Calls
+$1.13M
Net Calls Change
+$813K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.1M
2
HL
Harding Loevner
New Jersey
+$4.28M
3
MWNA
Marshall Wace North America
New York
+$3.79M
4
Millennium Management
Millennium Management
New York
+$3.43M
5
PPA
Parametric Portfolio Associates
Washington
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$132M
2
Bank of America
Bank of America
North Carolina
-$51.9M
3
Wells Fargo
Wells Fargo
California
-$10.5M
4
Northern Trust
Northern Trust
Illinois
-$7.4M
5
US Bancorp
US Bancorp
Minnesota
-$4.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
MUFG Americas
New York
$21K – – –
ASN
177
Advisory Services Network
Georgia
$21K +$1.84K +37 +10%
GT
178
Glenmede Trust
Pennsylvania
$20K – – –
ST
179
Smithfield Trust
Pennsylvania
$20K – – –
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
SSB
181
Sandy Spring Bank
Maryland
$18K – – –
POIA
182
Pin Oak Investment Advisors
Texas
$18K +$16.8K +339 New
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$17K +$696 +14 +5%
TL
184
TrueWealth LLC
Georgia
$17K +$16.4K +330 New
Bessemer Group
185
Bessemer Group
New Jersey
$16K – – –
CFA
186
Carroll Financial Associates
North Carolina
$16K – – –
JFA
187
JNBA Financial Advisors
Minnesota
$16K – – –
BTIS
188
BB&T Investment Services
North Carolina
$11K -$51.1K -1,028 -82%
LIA
189
LS Investment Advisors
Michigan
$11K – – –
WTB
190
Washington Trust Bank
Washington
$11K – – –
AWM
191
Aevitas Wealth Management
Massachusetts
$11K +$9.94K +200 New
SIAS
192
Shine Investment Advisory Services
Colorado
$10K – – –
HNB
193
Huntington National Bank
Ohio
$9K +$4.62K +93 +126%
HFM
194
Hartford Financial Management
Connecticut
$8K – – –
BBHC
195
Brown Brothers Harriman & Co
New York
$7K – – –
CHP
196
Cable Hill Partners
Oregon
$7K – – –
GRP
197
Global Retirement Partners
California
$7K – – –
WA
198
Winfield Associates
Ohio
$7K +$994 +20 +21%
FFG
199
Ford Financial Group
California
$7K +$7.25K +146 New
TWI
200
Thomas White International
Illinois
$6K – – –
6 7
8
9 10

FMS Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2017, worth a combined $779M — down 15% from $912M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 26 closed out — a net gain of 16 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Cambiar Investors, cutting an estimated $132M.

  • 220 institutional investors held Fresenius Medical Care (FMS) as of Q4 2017, up from 205 in Q3 2017.
  • Funds reported $779M of Fresenius Medical Care stock for Q4 2017, down 15% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q4 2017 and 26 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q4 2017 was Morgan Stanley, an estimated $15.1M added.
  • The largest Fresenius Medical Care seller in Q4 2017 was Cambiar Investors, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2017.