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Fresenius Medical Care
FMS

197 hedge funds and large institutions have $370M invested in Fresenius Medical Care in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% less ownership

Funds ownership: 4.89% → 3.71% (-1.2%)

12% less funds holding

Funds holding: 223 → 197 (-26)

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

36% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 69

52% less capital invested

Capital invested by funds: $772M → $370M (-$402M)

Holders
197
Holders Change
-26
Holders Change %
-11.66%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
44
Reduced
67
Closed
69
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$12.6M
3
OMC
Old Mission Capital
Illinois
+$12.3M
4
Millennium Management
Millennium Management
New York
+$9.47M
5
Two Sigma Investments
Two Sigma Investments
New York
+$9.41M

Top Sellers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
-$161M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
3
Citigroup
Citigroup
New York
-$11.9M
4
GCC
Guardian Capital (Canada)
Ontario, Canada
-$9.53M
5
PPA
Parametric Portfolio Associates
Washington
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$5.46M +$1.05M +25,892 +18%
Allianz Asset Management
27
Allianz Asset Management
Germany
$4.99M -$3.69M -91,330 -37%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.05M +$1.53M +37,920 +43%
Marshall Wace
29
Marshall Wace
United Kingdom
$3.26M +$4.07M +100,738 New
OAM
30
Oppenheimer Asset Management
New York
$2.74M -$392K -9,700 -10%
CSS
31
Cubist Systematic Strategies
Connecticut
$2.69M +$3.35M +83,111 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$2.53M +$35.8K +886 +1%
First Trust Advisors
33
First Trust Advisors
Illinois
$2.49M -$215K -5,326 -6%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$2.46M -$264K -6,531 -8%
EHC
35
Everett Harris & Co
California
$2.27M -$194K -4,811 -6%
EGA
36
Eagle Global Advisors
Texas
$1.89M -$3.23K -80 -0.1%
CGH
37
Crossmark Global Holdings
Texas
$1.79M -$44.1K -1,093 -2%
HJGA
38
Hardman Johnston Global Advisors
Connecticut
$1.75M -$60.6K -1,500 -3%
Comerica Bank
39
Comerica Bank
Texas
$1.71M -$4.24K -105 -0.2%
Truist Financial
40
Truist Financial
North Carolina
$1.53M -$150K -3,711 -7%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$1.51M +$476K +11,794 +34%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$1.4M -$338K -8,378 -16%
Citadel Advisors
43
Citadel Advisors
Florida
$1.24M +$1.08M +26,875 +238%
SB
44
Suntrust Banks
Georgia
$1.07M +$129K +3,195 +11%
KeyBank National Association
45
KeyBank National Association
Ohio
$1.04M -$520K -12,885 -29%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$1M -$1.05M -26,011 -46%
SG Americas Securities
47
SG Americas Securities
New York
$995K +$687K +17,024 +124%
CA
48
Commerzbank Aktiengesellschaft
Germany
$915K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$777K -$2.52M -62,398 -72%
MHC
50
Meyer Handelman Company
New York
$777K – – –
1
2
3 4 5

FMS Hedge Fund Activity: Q4 2018 in Review

197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2018, worth a combined $370M — down 52% from $772M a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of FMS and 44 opened new positions — a net loss of 25 holders — while 67 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Harding Loevner, cutting an estimated $161M.

  • 197 institutional investors held Fresenius Medical Care (FMS) as of Q4 2018, down from 223 in Q3 2018.
  • Funds reported $370M of Fresenius Medical Care stock for Q4 2018, down 52% quarter-over-quarter.
  • 44 funds opened new Fresenius Medical Care positions in Q4 2018 and 69 closed out, a net change of -25 holders.
  • The largest Fresenius Medical Care buyer in Q4 2018 was Morgan Stanley, an estimated $15.8M added.
  • The largest Fresenius Medical Care seller in Q4 2018 was Harding Loevner, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2018.