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Fresenius Medical Care

170 hedge funds and large institutions have $621M invested in Fresenius Medical Care in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 46

2% more capital invested

Capital invested by funds: $607M → $621M (+$13.5M)

0.15% more ownership

Funds ownership: 4.5%4.66% (+0.15%)

2% less funds holding

Funds holding: 173170 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
170
Holders Change
-3
Holders Change %
-1.73%
% of All Funds
4.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
59
Reduced
46
Closed
20
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$103M +$78.9K +1,832 +0.1%
CI
2
Cambiar Investors
Colorado
$102M +$4.95M +114,840 +5%
Bank of America
3
Bank of America
North Carolina
$46.8M +$976K +22,648 +2%
MAMU
4
Marathon Asset Management (UK)
United Kingdom
$31.4M -$59.9K -1,389 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$30.4M +$18.8K +436 +0.1%
Northern Trust
6
Northern Trust
Illinois
$29.6M +$25.3K +588 +0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$22.5M -$594K -13,780 -3%
Wells Fargo
8
Wells Fargo
California
$16.8M +$3.69M +85,717 +29%
HJGA
9
Hardman Johnston Global Advisors
Connecticut
$14.9M -$754K -17,507 -5%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.8M +$388K +9,015 +3%
MNA
11
Manning & Napier Advisors
New York
$13.5M -$108K -2,500 -0.8%
US Bancorp
12
US Bancorp
Minnesota
$12.1M -$640K -14,860 -5%
AG
13
Aperio Group
California
$9.93M -$622K -14,424 -6%
PPA
14
Parametric Portfolio Associates
Washington
$9.89M +$83.6K +1,941 +0.9%
Millennium Management
15
Millennium Management
New York
$8.6M +$5.76M +133,618 +210%
Invesco
16
Invesco
Georgia
$7.9M +$828K +19,207 +12%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$7.87M
Boston Partners
18
Boston Partners
Massachusetts
$7.21M +$69.1K +1,603 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$7.18M -$794K -18,435 -10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.94M +$4.48K +104 +0.1%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$5.8M +$5.73M +133,030 New
JP Morgan Chase
22
JP Morgan Chase
New York
$5.69M -$172K -4,000 -3%
Goldman Sachs
23
Goldman Sachs
New York
$5.37M -$444K -10,294 -8%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$5.36M -$157K -3,640 -3%
EHC
25
Everett Harris & Co
California
$4.29M -$66.1K -1,534 -2%

FMS Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2016, worth a combined $621M — up 2.2% from $607M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FMS and 18 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 59 added.

The largest buyer was Millennium Management, adding an estimated $5.76M. The largest seller was Riverhead Capital Management, cutting an estimated $2.72M.

  • 170 institutional investors held Fresenius Medical Care (FMS) as of Q2 2016, down from 173 in Q1 2016.
  • Funds reported $621M of Fresenius Medical Care stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 18 funds opened new Fresenius Medical Care positions in Q2 2016 and 20 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q2 2016 was Millennium Management, an estimated $5.76M added.
  • The largest Fresenius Medical Care seller in Q2 2016 was Riverhead Capital Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2016.