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Fresenius Medical Care

132 hedge funds and large institutions have $454M invested in Fresenius Medical Care in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 127132 (+5)

0.35% less ownership

Funds ownership: 4.73%4.37% (-0.35%)

11% less capital invested

Capital invested by funds: $510M → $454M (-$55.6M)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
36
Reduced
48
Closed
12
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$99.4M -$8.16M -244,708 -8%
HL
2
Harding Loevner
New Jersey
$69M -$18.7M -559,419 -21%
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$27.9M -$2.29M -68,596 -8%
Northern Trust
4
Northern Trust
Illinois
$27.9M +$1.16M +34,864 +4%
Goldman Sachs
5
Goldman Sachs
New York
$23.6M -$5.77M -172,961 -20%
MAA
6
Managed Account Advisors
New Jersey
$14.2M -$2.14M -64,080 -13%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.6M +$276K +8,284 +2%
Invesco
8
Invesco
Georgia
$11.7M +$3.08M +92,440 +36%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.1M +$1.38M +41,446 +16%
MNA
10
Manning & Napier Advisors
New York
$9.17M
Boston Partners
11
Boston Partners
Massachusetts
$7.55M +$66.3K +1,989 +0.9%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.22M +$7.19M +215,700 New
US Bancorp
13
US Bancorp
Minnesota
$6.76M -$1.77M -53,144 -21%
Macquarie Group
14
Macquarie Group
Australia
$6.7M +$1.02M +30,500 +18%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$5.95M +$2.81M +84,229 +90%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.78M +$1.19M +35,735 +26%
Millennium Management
17
Millennium Management
New York
$5.38M +$5.16M +154,702 +2,589%
State Farm Mutual Automobile Insurance
18
State Farm Mutual Automobile Insurance
Illinois
$5.26M +$1.04M +31,150 +25%
Morgan Stanley
19
Morgan Stanley
New York
$4.56M +$2.5M +75,101 +123%
AG
20
Aperio Group
California
$4.53M -$1.22M -36,583 -21%
PPA
21
Parametric Portfolio Associates
Washington
$4.51M -$644K -19,298 -13%
EHC
22
Everett Harris & Co
California
$3.62M -$12.5K -374 -0.3%
Truist Financial
23
Truist Financial
North Carolina
$3.14M -$663K -19,877 -17%
CS
24
Credit Suisse
Switzerland
$2.93M +$259K +7,777 +10%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$2.92M +$5.2K +156 +0.2%

FMS Hedge Fund Activity: Q2 2014 in Review

132 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2014, worth a combined $454M — down 11% from $510M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FMS positions and 12 closed out — a net gain of 5 holders — while 36 added to existing stakes and 48 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $7.19M. The largest seller was Harding Loevner, cutting an estimated $18.7M.

  • 132 institutional investors held Fresenius Medical Care (FMS) as of Q2 2014, up from 127 in Q1 2014.
  • Funds reported $454M of Fresenius Medical Care stock for Q2 2014, down 11% quarter-over-quarter.
  • 17 funds opened new Fresenius Medical Care positions in Q2 2014 and 12 closed out, a net change of +5 holders.
  • The largest Fresenius Medical Care buyer in Q2 2014 was Renaissance Technologies, an estimated $7.19M added.
  • The largest Fresenius Medical Care seller in Q2 2014 was Harding Loevner, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2014.