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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
5.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
66
Reduced
59
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.23M
3
Franklin Resources
Franklin Resources
California
+$5.52M
4
TIM
Thornburg Investment Management
New Mexico
+$3.75M
5
PPA
Parametric Portfolio Associates
Washington
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.46M
3
Millennium Management
Millennium Management
New York
-$5.95M
4
Goldman Sachs
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
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$4.16M +$98.3K +1,938 +2%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$4.12M -$2.21M -43,626 -35%
Boston Partners
28
Boston Partners
Massachusetts
$3.93M -$399K -7,877 -9%
EHC
29
Everett Harris & Co
California
$3.89M -$71K -1,400 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$3.88M -$225K -4,434 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.5M +$2.74K +54 +0.1%
RJA
32
Raymond James & Associates
Florida
$3.5M -$171K -3,378 -5%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$3.31M +$141K +2,784 +4%
EGA
34
Eagle Global Advisors
Texas
$3.05M +$76.1K +1,500 +3%
Truist Financial
35
Truist Financial
North Carolina
$2.9M -$445K -8,786 -13%
HJGA
36
Hardman Johnston Global Advisors
Connecticut
$2.8M – – –
Neuberger Berman Group
37
Neuberger Berman Group
New York
$2.77M -$47.6K -939 -2%
CGH
38
Crossmark Global Holdings
Texas
$2.55M -$344K -6,794 -12%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$2.54M +$93.6K +1,846 +4%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$2.45M +$221K +4,363 +10%
Deutsche Bank
41
Deutsche Bank
Germany
$2.37M +$374K +7,377 +19%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.32M -$218K -4,300 -9%
Comerica Bank
43
Comerica Bank
Texas
$2.3M -$184K -3,621 -7%
KeyBank National Association
44
KeyBank National Association
Ohio
$2.26M -$36.3K -715 -2%
CI
45
Cambiar Investors
Colorado
$1.9M +$525K +10,357 +38%
SGH
46
Sivik Global Healthcare
Connecticut
$1.76M -$761K -15,000 -30%
SB
47
Suntrust Banks
Georgia
$1.65M -$9.73K -192 -0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.56M +$115K +2,270 +8%
Millennium Management
49
Millennium Management
New York
$1.49M -$5.95M -117,433 -80%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.46M +$87.8K +1,731 +6%
1
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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.