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Fresenius Medical Care

185 hedge funds and large institutions have $665M invested in Fresenius Medical Care in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

2% more funds holding

Funds holding: 181185 (+4)

0.06% more ownership

Funds ownership: 5.06%5.12% (+0.06%)

2% less capital invested

Capital invested by funds: $681M → $665M (-$16M)

36% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 69

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
4.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
44
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$139M -$1.51M -37,027 -1%
CI
2
Cambiar Investors
Colorado
$98.3M -$2.26M -55,287 -2%
Bank of America
3
Bank of America
North Carolina
$56.2M +$909K +22,273 +2%
Northern Trust
4
Northern Trust
Illinois
$38.8M +$6.44M +157,767 +21%
Morgan Stanley
5
Morgan Stanley
New York
$30.3M +$1.76M +43,143 +6%
MAMU
6
Marathon Asset Management (UK)
United Kingdom
$27.8M -$458K -11,225 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.9M -$1.42M -34,897 -7%
Wells Fargo
8
Wells Fargo
California
$16.5M -$368K -9,014 -2%
HJGA
9
Hardman Johnston Global Advisors
Connecticut
$14.8M -$197K -4,820 -1%
MNA
10
Manning & Napier Advisors
New York
$14.3M
US Bancorp
11
US Bancorp
Minnesota
$13.6M +$475K +11,645 +4%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$13M -$242K -5,937 -2%
PPA
13
Parametric Portfolio Associates
Washington
$12.8M +$2.39M +58,493 +24%
Goldman Sachs
14
Goldman Sachs
New York
$8.22M -$846K -20,725 -10%
Invesco
15
Invesco
Georgia
$7.97M +$327K +8,015 +4%
AG
16
Aperio Group
California
$7.65M -$2.05M -50,151 -22%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$7.62M
Boston Partners
18
Boston Partners
Massachusetts
$6.63M -$345K -8,462 -5%
TIM
19
Thornburg Investment Management
New Mexico
$6.58M +$6.36M +155,827 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.79M -$357K -8,742 -6%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$5.52M -$71K -1,740 -1%
First Trust Advisors
22
First Trust Advisors
Illinois
$5.27M -$886K -21,704 -15%
Truist Financial
23
Truist Financial
North Carolina
$4.41M -$13.9K -340 -0.3%
FPFS
24
First Personal Financial Services
North Carolina
$4.06M +$3.93M +96,260 New
JP Morgan Chase
25
JP Morgan Chase
New York
$3.91M -$257K -6,289 -6%

FMS Hedge Fund Activity: Q4 2016 in Review

185 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2016, worth a combined $665M — down 2.4% from $681M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FMS positions and 19 closed out — a net gain of 9 holders — while 44 added to existing stakes and 69 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.44M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $2.6M sold.

  • 185 institutional investors held Fresenius Medical Care (FMS) as of Q4 2016, up from 181 in Q3 2016.
  • Funds reported $665M of Fresenius Medical Care stock for Q4 2016, down 2.4% quarter-over-quarter.
  • 28 funds opened new Fresenius Medical Care positions in Q4 2016 and 19 closed out, a net change of +9 holders.
  • The largest Fresenius Medical Care buyer in Q4 2016 was Northern Trust, an estimated $6.44M added.
  • The largest Fresenius Medical Care seller in Q4 2016 was Renaissance Technologies, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2016.