Fresenius Medical Care
FMS
226 hedge funds and large institutions have $764M invested in Fresenius Medical Care in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 32 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 59
0.03% less ownership
Funds ownership: 4.96% → 4.93% (-0.03%)
2% less capital invested
Capital invested by funds: $781M → $764M (-$17.1M)
3% less funds holding
Funds holding: 233 → 226 (-7)
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$12.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$9.23M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$5.52M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$3.75M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$11.8M |
| 2 |
Morgan Stanley
New York
|
-$8.46M |
| 3 |
Millennium Management
New York
|
-$5.95M |
| 4 |
Goldman Sachs
New York
|
-$2.83M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EA
251
Edge Advisors
Atlanta,
Georgia
| – | -$2K | -46 | Closed |
|
|
GAM
252
Gemmer Asset Management
Walnut Creek,
California
| – | -$1K | -29 | Closed |
|
|
BWL
253
Bogart Wealth LLC
Mclean,
Virginia
| – | -$1K | -26 | Closed |
|
254
Lazard Asset Management
New York
| – | -$1K | -21 | Closed |
|
|
CF
255
Centaurus Financial
Anaheim,
California
| – | +$406 | +8 | New |
|
FMS Hedge Fund Activity: Q2 2018 in Review
226 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2018, worth a combined $764M — down 2.2% from $781M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of FMS and 28 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 66 added.
The largest buyer was Citigroup, adding an estimated $12.8M. The largest seller was Marathon Asset Management (UK), exiting entirely with an estimated $11.8M sold.
- 226 institutional investors held Fresenius Medical Care (FMS) as of Q2 2018, down from 233 in Q1 2018.
- Funds reported $764M of Fresenius Medical Care stock for Q2 2018, down 2.2% quarter-over-quarter.
- 28 funds opened new Fresenius Medical Care positions in Q2 2018 and 32 closed out, a net change of -4 holders.
- The largest Fresenius Medical Care buyer in Q2 2018 was Citigroup, an estimated $12.8M added.
- The largest Fresenius Medical Care seller in Q2 2018 was Marathon Asset Management (UK), an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2018.