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Fresenius Medical Care
FMS

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: 226 → 223 (-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

Top Buyers

Rank Fund Capital Flow
1
RG
Renaissance Group
Kentucky
+$16.9M
2
Wells Fargo
Wells Fargo
California
+$9.41M
3
Franklin Resources
Franklin Resources
California
+$3.04M
4
TIM
Thornburg Investment Management
New Mexico
+$2.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.6M
2
Morgan Stanley
Morgan Stanley
New York
-$7.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.85M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$4.12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$4.4M +$381K +7,610 +10%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$4.25M -$2K -40 -0%
First Trust Advisors
28
First Trust Advisors
Illinois
$4.23M -$42.6K -852 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$3.96M – – –
EHC
30
Everett Harris & Co
California
$3.86M -$117K -2,335 -3%
RJA
31
Raymond James & Associates
Florida
$3.6M +$28.6K +571 +0.8%
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$3.08M -$294K -5,873 -9%
EGA
33
Eagle Global Advisors
Texas
$3.01M -$100K -2,000 -3%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$2.93M +$326K +6,522 +13%
CGH
35
Crossmark Global Holdings
Texas
$2.89M +$279K +5,582 +11%
HJGA
36
Hardman Johnston Global Advisors
Connecticut
$2.86M – – –
Neuberger Berman Group
37
Neuberger Berman Group
New York
$2.66M -$165K -3,287 -6%
Truist Financial
38
Truist Financial
North Carolina
$2.63M -$330K -6,586 -11%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$2.31M -$185K -3,701 -8%
KeyBank National Association
40
KeyBank National Association
Ohio
$2.31M +$2.25K +45 +0.1%
SGH
41
Sivik Global Healthcare
Connecticut
$2.06M +$250K +5,000 +14%
CI
42
Cambiar Investors
Colorado
$1.97M +$31.5K +629 +2%
Jane Street
43
Jane Street
New York
$1.96M +$1.91M +38,094 New
Comerica Bank
44
Comerica Bank
Texas
$1.95M +$95.7K +1,912 +4%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.61M +$1.57M +31,319 New
SB
46
Suntrust Banks
Georgia
$1.54M -$139K -2,768 -8%
CA
47
Commerzbank Aktiengesellschaft
Germany
$1.45M – – –
FFA
48
Fragasso Financial Advisors
Pennsylvania
$1.37M +$418K +8,361 +32%
ACM
49
Ativo Capital Management
Illinois
$1.28M -$167K -3,342 -12%
MHC
50
Meyer Handelman Company
New York
$1.23M – – –
1
2
3 4 5

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.