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Fresenius Medical Care

205 hedge funds and large institutions have $912M invested in Fresenius Medical Care in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

122% more call options, than puts

Call options by funds: $576K | Put options by funds: $259K

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

18% more capital invested

Capital invested by funds: $774M → $912M (+$138M)

8% more funds holding

Funds holding: 189205 (+16)

0.85% more ownership

Funds ownership: 5.21%6.06% (+0.85%)

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
70
Reduced
44
Closed
12
Calls
$576K
Puts
$259K
Net Calls
+$317K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1
Harding Loevner
New Jersey
$191M +$7.71M +162,093 +4%
CI
2
Cambiar Investors
Colorado
$132M +$4.72M +99,234 +4%
Bank of America
3
Bank of America
North Carolina
$92.4M +$22.7M +477,351 +34%
Northern Trust
4
Northern Trust
Illinois
$46.4M +$833K +17,516 +2%
Morgan Stanley
5
Morgan Stanley
New York
$45.1M +$10.5M +220,713 +31%
MAMU
6
Marathon Asset Management (UK)
United Kingdom
$30.6M -$198K -4,172 -0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.3M +$4.66M +97,950 +20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$27.6M +$26.8M +564,600 New
PPA
9
Parametric Portfolio Associates
Washington
$21.1M +$1.67M +35,064 +9%
US Bancorp
10
US Bancorp
Minnesota
$19.5M -$1.35M -28,344 -7%
JFL
11
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.4M +$169K +3,556 +1%
Wells Fargo
12
Wells Fargo
California
$14.2M +$1.35M +28,478 +11%
Allianz Asset Management
13
Allianz Asset Management
Germany
$13.2M +$12.8M +270,241 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.8M +$5.56M +116,987 +81%
Goldman Sachs
15
Goldman Sachs
New York
$11.2M -$4.71K -99 -0%
AG
16
Aperio Group
California
$10.3M +$638K +13,420 +7%
TIM
17
Thornburg Investment Management
New Mexico
$9.63M +$1.72M +36,227 +23%
State Farm Mutual Automobile Insurance
18
State Farm Mutual Automobile Insurance
Illinois
$8.83M
Invesco
19
Invesco
Georgia
$8.71M +$352K +7,413 +4%
GCC
20
Guardian Capital (Canada)
Ontario, Canada
$8.55M +$8.32M +174,931 New
FWCM
21
Ferguson Wellman Capital Management
Oregon
$6.86M -$50.9K -1,070 -0.8%
Boston Partners
22
Boston Partners
Massachusetts
$6.25M
First Trust Advisors
23
First Trust Advisors
Illinois
$5.17M -$75.3K -1,583 -1%
Truist Financial
24
Truist Financial
North Carolina
$4.91M -$185K -3,898 -4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$4.81M +$30.6K +644 +0.7%

FMS Hedge Fund Activity: Q3 2017 in Review

205 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2017, worth a combined $912M — up 18% from $774M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMS positions and 12 closed out — a net gain of 20 holders — while 70 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $26.8M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $7.47M sold.

  • 205 institutional investors held Fresenius Medical Care (FMS) as of Q3 2017, up from 189 in Q2 2017.
  • Funds reported $912M of Fresenius Medical Care stock for Q3 2017, up 18% quarter-over-quarter.
  • 32 funds opened new Fresenius Medical Care positions in Q3 2017 and 12 closed out, a net change of +20 holders.
  • The largest Fresenius Medical Care buyer in Q3 2017 was Fidelity Investments, an estimated $26.8M added.
  • The largest Fresenius Medical Care seller in Q3 2017 was Manning & Napier Advisors, an estimated $7.47M sold.

Based on aggregated 13F filings for Q3 2017.