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Fresenius Medical Care

173 hedge funds and large institutions have $607M invested in Fresenius Medical Care in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

43% more capital invested

Capital invested by funds: $426M → $607M (+$181M)

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

17% more funds holding

Funds holding: 148173 (+25)

1.25% more ownership

Funds ownership: 3.26%4.5% (+1.2%)

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$104M +$4.1M +96,722 +4%
CI
2
Cambiar Investors
Colorado
$97.8M +$94M +2,218,893 New
Bank of America
3
Bank of America
North Carolina
$46.3M +$21.7M +513,155 +95%
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$31.8M -$79.6K -1,881 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$30.8M +$536K +12,663 +2%
Northern Trust
6
Northern Trust
Illinois
$29.5M +$5.4M +127,464 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23.3M +$4.11M +97,045 +22%
HJGA
8
Hardman Johnston Global Advisors
Connecticut
$15.8M +$12.3M +289,772 +421%
MNA
9
Manning & Napier Advisors
New York
$13.8M
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.5M +$501K +11,838 +4%
Wells Fargo
11
Wells Fargo
California
$13.2M +$10.1M +237,724 +385%
US Bancorp
12
US Bancorp
Minnesota
$12.9M +$743K +17,552 +6%
AG
13
Aperio Group
California
$10.7M -$211K -4,992 -2%
PPA
14
Parametric Portfolio Associates
Washington
$9.92M +$671K +15,840 +8%
First Trust Advisors
15
First Trust Advisors
Illinois
$8.08M +$6.74M +159,163 +659%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$7.96M
Boston Partners
17
Boston Partners
Massachusetts
$7.22M -$186K -4,389 -3%
Invesco
18
Invesco
Georgia
$7.14M +$161K +3,811 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.02M +$1.24M +29,368 +23%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.93M +$82.6K +1,950 +1%
Goldman Sachs
21
Goldman Sachs
New York
$5.89M +$619K +14,609 +12%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$5.58M +$25K +591 +0.5%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$5.04M +$3.86M +91,260 +394%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$4.54M -$182K -4,289 -4%
CAM
25
Capstone Asset Management
Texas
$4.45M -$195K -4,600 -4%

FMS Hedge Fund Activity: Q1 2016 in Review

173 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2016, worth a combined $607M — up 43% from $426M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 17 closed out — a net gain of 25 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $94M. The largest seller was Macquarie Group, exiting entirely with an estimated $8.37M sold.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q1 2016, up from 148 in Q4 2015.
  • Funds reported $607M of Fresenius Medical Care stock for Q1 2016, up 43% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q1 2016 and 17 closed out, a net change of +25 holders.
  • The largest Fresenius Medical Care buyer in Q1 2016 was Cambiar Investors, an estimated $94M added.
  • The largest Fresenius Medical Care seller in Q1 2016 was Macquarie Group, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2016.