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Fresenius Medical Care

223 hedge funds and large institutions have $772M invested in Fresenius Medical Care in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $303K

1% more capital invested

Capital invested by funds: $764M → $772M (+$8.31M)

0.03% less ownership

Funds ownership: 4.93%4.89% (-0.03%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 226223 (-3)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
57
Reduced
70
Closed
29
Calls
$1.59M
Puts
$303K
Net Calls
+$1.29M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
-$614K -12,203 Closed
ECM
227
ETrade Capital Management
Virginia
-$558K -11,084 Closed
ARTA
228
A.R.T. Advisors
New York
-$537K -10,670 Closed
LSAG
229
Lake Street Advisors Group
New Hampshire
-$245K -4,871 Closed
HI
230
HBK Investments
Texas
-$225K -4,475 Closed
SEI Investments
231
SEI Investments
Pennsylvania
-$199K -3,936 Closed
Acadian Asset Management
232
Acadian Asset Management
Massachusetts
-$106K -2,109 Closed
QT
233
Quantbot Technologies
New York
-$92K -1,843 Closed
Manulife (Manufacturers Life Insurance)
234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$80K -1,575 Closed
PMFA
235
Plante Moran Financial Advisors
Michigan
-$58K -1,150 Closed
PFA
236
Pathway Financial Advisors
Vermont
-$39K -777 Closed
JFA
237
JNBA Financial Advisors
Minnesota
-$15K -301 Closed
GWM
238
Geneos Wealth Management
Colorado
-$10K -201 Closed
LF
239
Lee Financial
Texas
-$6K -129 Closed
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
-$5K -99 Closed
GFP
241
Gryphon Financial Partners
Ohio
-$3K -59 Closed
RWA
242
Ropes Wealth Advisors
Massachusetts
-$3K -52 Closed
AF
243
Allworth Financial
California
-$2K -38 Closed
CTC
244
Central Trust Company
Missouri
-$2K -37 Closed
CFN
245
Cordasco Financial Network
Florida
-$2K -36 Closed
PFBT
246
Parkside Financial Bank & Trust
Missouri
-$2K -31 Closed
WC
247
Whitnell & Co
Illinois
-$1K -21 Closed
TNBTD
248
Trustmark National Bank Trust Department
Mississippi
+$400 +8 New

FMS Hedge Fund Activity: Q3 2018 in Review

223 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2018, worth a combined $772M — up 1.1% from $764M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMS and 27 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 57 added.

The largest buyer was Renaissance Group, opening a new position worth an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $8.6M.

  • 223 institutional investors held Fresenius Medical Care (FMS) as of Q3 2018, down from 226 in Q2 2018.
  • Funds reported $772M of Fresenius Medical Care stock for Q3 2018, up 1.1% quarter-over-quarter.
  • 27 funds opened new Fresenius Medical Care positions in Q3 2018 and 29 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q3 2018 was Renaissance Group, an estimated $16.9M added.
  • The largest Fresenius Medical Care seller in Q3 2018 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2018.