Fresenius Medical Care
130 hedge funds and large institutions have $569M invested in Fresenius Medical Care in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 29 closing their positions.
396% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $2.47M
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
0.56% less ownership
Funds ownership: 6.24% → 5.68% (-0.56%)
12% less funds holding
Funds holding: 147 → 130 (-17)
14% less capital invested
Capital invested by funds: $663M → $569M (-$94.5M)
52% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$7.15M |
| 2 |
Goldman Sachs
New York
|
+$6.74M |
| 3 |
Millennium Management
New York
|
+$4.02M |
| 4 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$3.56M |
| 5 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$21.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$21.1M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$9.1M |
| 4 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$5.78M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$5.65M |
FMS Hedge Fund Activity: Q3 2013 in Review
130 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2013, worth a combined $569M — down 14% from $663M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FMS and 14 opened new positions — a net loss of 15 holders — while 44 trimmed existing stakes and 44 added.
The largest buyer was Boston Partners, opening a new position worth an estimated $7.15M. The largest seller was Harding Loevner, cutting an estimated $21.2M.
- 130 institutional investors held Fresenius Medical Care (FMS) as of Q3 2013, down from 147 in Q2 2013.
- Funds reported $569M of Fresenius Medical Care stock for Q3 2013, down 14% quarter-over-quarter.
- 14 funds opened new Fresenius Medical Care positions in Q3 2013 and 29 closed out, a net change of -15 holders.
- The largest Fresenius Medical Care buyer in Q3 2013 was Boston Partners, an estimated $7.15M added.
- The largest Fresenius Medical Care seller in Q3 2013 was Harding Loevner, an estimated $21.2M sold.
Based on aggregated 13F filings for Q3 2013.