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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.

New
Increased
Maintained
Reduced
Closed

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: 147130 (-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: 10 (-1)

Holders
130
Holders Change
-17
Holders Change %
-11.56%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
44
Reduced
44
Closed
29
Calls
$12.3M
Puts
$2.47M
Net Calls
+$9.79M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$113M +$1.61M +49,375 +1%
HL
2
Harding Loevner
New Jersey
$89M -$21.2M -651,437 -19%
Goldman Sachs
3
Goldman Sachs
New York
$70.5M +$6.74M +206,896 +11%
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$51.6M -$5.65M -173,646 -10%
Northern Trust
5
Northern Trust
Illinois
$27.9M +$1.05M +32,374 +4%
MAA
6
Managed Account Advisors
New Jersey
$16.3M -$9.1M -279,486 -36%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.9M +$776K +23,829 +6%
US Bancorp
8
US Bancorp
Minnesota
$9.78M +$544K +16,703 +6%
MNA
9
Manning & Napier Advisors
New York
$9.07M
HJGA
10
Hardman Johnston Global Advisors
Connecticut
$8.26M -$2.36M -72,338 -22%
Boston Partners
11
Boston Partners
Massachusetts
$7.11M +$7.15M +219,440 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.1M -$1.5M -46,092 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.64M +$1.68M +51,643 +34%
PPA
14
Parametric Portfolio Associates
Washington
$5.94M -$1.79M -55,022 -23%
Macquarie Group
15
Macquarie Group
Australia
$5.5M +$1.82M +56,000 +49%
PI
16
Placemark Investments
Illinois
$5.32M +$353K +10,828 +7%
TWI
17
Thomas White International
Illinois
$4.82M +$207K +6,371 +4%
Truist Financial
18
Truist Financial
North Carolina
$4.59M +$98.8K +3,034 +2%
Wells Fargo
19
Wells Fargo
California
$4.55M -$12.8K -393 -0.3%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.21M -$116K -3,552 -3%
Millennium Management
21
Millennium Management
New York
$4M +$4.02M +123,384 New
VKH
22
Virtu KCG Holdings
New York
$3.77M +$3.79M +116,291 New
AG
23
Aperio Group
California
$3.73M -$246K -7,548 -6%
EHC
24
Everett Harris & Co
California
$3.54M +$3.56M +109,234 New
Renaissance Technologies
25
Renaissance Technologies
New York
$3.42M -$355K -10,900 -9%

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.