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Fresenius Medical Care

141 hedge funds and large institutions have $450M invested in Fresenius Medical Care in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0% more call options, than puts

Call options by funds: $293K | Put options by funds: $293K

0.03% less ownership

Funds ownership: 3.72%3.69% (-0.03%)

2% less funds holding

Funds holding: 144141 (-3)

5% less capital invested

Capital invested by funds: $475M → $450M (-$25.2M)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
37
Reduced
42
Closed
17
Calls
$293K
Puts
$293K
Net Calls
Net Calls Change
+$253K
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$91.5M +$2.7M +66,366 +3%
Goldman Sachs
2
Goldman Sachs
New York
$28.8M -$224K -5,500 -0.7%
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$28.3M -$355K -8,730 -1%
VAM
4
Vontobel Asset Management
New York
$22.4M
Morgan Stanley
5
Morgan Stanley
New York
$22.2M +$2.61M +64,095 +13%
Northern Trust
6
Northern Trust
Illinois
$20.9M +$222K +5,445 +1%
Bank of America
7
Bank of America
North Carolina
$18.6M +$16.1M +394,672 +488%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.5M -$154K -3,794 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.2M -$2.11M -51,891 -12%
MNA
10
Manning & Napier Advisors
New York
$12.2M
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$11.8M +$7.84M +192,548 +177%
US Bancorp
12
US Bancorp
Minnesota
$10.3M +$233K +5,729 +2%
AG
13
Aperio Group
California
$9.23M -$355K -8,720 -4%
PPA
14
Parametric Portfolio Associates
Washington
$7.88M -$336K -8,257 -4%
Macquarie Group
15
Macquarie Group
Australia
$7.8M
Invesco
16
Invesco
Georgia
$7.69M -$557K -13,690 -6%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$7.12M +$97.7K +2,400 +1%
Boston Partners
18
Boston Partners
Massachusetts
$6.57M -$1.03M -25,347 -13%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$6.12M
JP Morgan Chase
20
JP Morgan Chase
New York
$5.24M +$124K +3,035 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.01M +$291K +7,136 +6%
CAM
22
Capstone Asset Management
Texas
$4.07M +$201K +4,942 +5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$4.04M +$335K +8,221 +9%
EHC
24
Everett Harris & Co
California
$3.91M +$59K +1,450 +1%
OMC
25
Old Mission Capital
Illinois
$3.5M +$3.66M +89,793 New

FMS Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2015, worth a combined $450M — down 5.3% from $475M a quarter earlier.

Fund positioning in FMS was balanced in Q3 2015: 17 funds opened new positions, 17 closed out, 37 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $16.1M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $26.5M sold.

  • 141 institutional investors held Fresenius Medical Care (FMS) as of Q3 2015, down from 144 in Q2 2015.
  • Funds reported $450M of Fresenius Medical Care stock for Q3 2015, down 5.3% quarter-over-quarter.
  • 17 funds opened new Fresenius Medical Care positions in Q3 2015 and 17 closed out, a net change of 0 holders.
  • The largest Fresenius Medical Care buyer in Q3 2015 was Bank of America, an estimated $16.1M added.
  • The largest Fresenius Medical Care seller in Q3 2015 was Thornburg Investment Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2015.