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Fresenius Medical Care

181 hedge funds and large institutions have $681M invested in Fresenius Medical Care in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 48

10% more capital invested

Capital invested by funds: $621M → $681M (+$60.3M)

6% more funds holding

Funds holding: 170181 (+11)

0.41% more ownership

Funds ownership: 4.66%5.06% (+0.41%)

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
4.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
64
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$146M +$43.3M +966,390 +41%
CI
2
Cambiar Investors
Colorado
$104M +$2.24M +49,951 +2%
Bank of America
3
Bank of America
North Carolina
$57.3M +$10.6M +236,062 +22%
Northern Trust
4
Northern Trust
Illinois
$33.4M +$3.72M +83,125 +12%
Morgan Stanley
5
Morgan Stanley
New York
$29.5M -$1.1M -24,541 -4%
MAMU
6
Marathon Asset Management (UK)
United Kingdom
$29.4M -$2.17M -48,454 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$22.1M -$467K -10,426 -2%
Wells Fargo
8
Wells Fargo
California
$17.5M +$638K +14,254 +4%
HJGA
9
Hardman Johnston Global Advisors
Connecticut
$15.6M +$667K +14,890 +4%
MNA
10
Manning & Napier Advisors
New York
$14.8M +$1.27M +28,410 +9%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.7M -$119K -2,669 -0.8%
US Bancorp
12
US Bancorp
Minnesota
$13.6M +$1.46M +32,643 +12%
PPA
13
Parametric Portfolio Associates
Washington
$10.8M +$842K +18,800 +8%
AG
14
Aperio Group
California
$10.1M +$151K +3,380 +1%
Goldman Sachs
15
Goldman Sachs
New York
$9.43M +$4.12M +92,092 +75%
Invesco
16
Invesco
Georgia
$7.92M -$17.3K -387 -0.2%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$7.91M
Boston Partners
18
Boston Partners
Massachusetts
$7.24M
First Trust Advisors
19
First Trust Advisors
Illinois
$6.41M -$824K -18,405 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.39M -$598K -13,362 -8%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$5.8M -$23.7K -529 -0.4%
Truist Financial
22
Truist Financial
North Carolina
$4.59M +$495K +11,065 +12%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.33M -$1.41M -31,532 -24%
EHC
24
Everett Harris & Co
California
$4.21M -$101K -2,250 -2%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$4M -$1.41M -31,585 -26%

FMS Hedge Fund Activity: Q3 2016 in Review

181 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2016, worth a combined $681M — up 9.7% from $621M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FMS positions and 14 closed out — a net gain of 12 holders — while 64 added to existing stakes and 48 trimmed.

The largest buyer was Harding Loevner, adding an estimated $43.3M. The largest seller was Millennium Management, cutting an estimated $7.15M.

  • 181 institutional investors held Fresenius Medical Care (FMS) as of Q3 2016, up from 170 in Q2 2016.
  • Funds reported $681M of Fresenius Medical Care stock for Q3 2016, up 9.7% quarter-over-quarter.
  • 26 funds opened new Fresenius Medical Care positions in Q3 2016 and 14 closed out, a net change of +12 holders.
  • The largest Fresenius Medical Care buyer in Q3 2016 was Harding Loevner, an estimated $43.3M added.
  • The largest Fresenius Medical Care seller in Q3 2016 was Millennium Management, an estimated $7.15M sold.

Based on aggregated 13F filings for Q3 2016.