Fresenius Medical Care
FMS
186 hedge funds and large institutions have $697M invested in Fresenius Medical Care in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 26 closing their positions.
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
5% more capital invested
Capital invested by funds: $665M → $697M (+$31.9M)
1% more funds holding
Funds holding: 185 → 186 (+1)
0.26% more ownership
Funds ownership: 5.12% → 5.38% (+0.26%)
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$11.8M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$9.65M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
+$7.77M |
| 4 |
Renaissance Technologies
New York
|
+$7.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$12.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.89M |
| 3 |
FPFS
First Personal Financial Services
Charlotte,
North Carolina
|
-$4.06M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.21M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
201
Perigon Wealth Management
San Francisco,
California
| – | -$9K | -216 | Closed |
|
|
TRCT
202
Tower Research Capital (TRC)
New York
| – | -$7K | -177 | Closed |
|
|
CGT
203
Capital Guardian Trust
Los Angeles,
California
| – | -$5K | -130 | Closed |
|
|
AP
204
Atwood & Palmer
Kansas City,
Missouri
| – | -$3K | -70 | Closed |
|
|
GWM
205
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -65 | Closed |
|
|
WC
206
Whitnell & Co
Oak Brook,
Illinois
| – | -$2K | -54 | Closed |
|
|
FHA
207
First Horizon Advisors
Memphis,
Tennessee
| – | -$2K | -53 | Closed |
|
208
AssetMark Inc
Concord,
California
| – | -$1K | -29 | Closed |
|
|
FMA
209
FNY Managed Accounts
New York
| – | +$41 | +1 | New |
|
|
BCMIO
210
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$83 | +2 | New |
|
|
SPIA
211
Steward Partners Investment Advisory
New York
| – | +$537 | +13 | New |
|
FMS Hedge Fund Activity: Q1 2017 in Review
186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2017, worth a combined $697M — up 4.8% from $665M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FMS positions and 26 closed out — a net gain of 3 holders — while 56 added to existing stakes and 65 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $11.8M. The largest seller was Hardman Johnston Global Advisors, cutting an estimated $12.2M.
- 186 institutional investors held Fresenius Medical Care (FMS) as of Q1 2017, up from 185 in Q4 2016.
- Funds reported $697M of Fresenius Medical Care stock for Q1 2017, up 4.8% quarter-over-quarter.
- 29 funds opened new Fresenius Medical Care positions in Q1 2017 and 26 closed out, a net change of +3 holders.
- The largest Fresenius Medical Care buyer in Q1 2017 was Millennium Management, an estimated $11.8M added.
- The largest Fresenius Medical Care seller in Q1 2017 was Hardman Johnston Global Advisors, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2017.