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Fresenius Medical Care
FMS

182 hedge funds and large institutions have $362M invested in Fresenius Medical Care in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 3.71% → 2.91% (-0.8%)

2% less capital invested

Capital invested by funds: $370M → $362M (-$7.92M)

8% less funds holding

Funds holding: 197 → 182 (-15)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
182
Holders Change
-15
Holders Change %
-7.61%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
45
Reduced
62
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
+$9.95M
2
MWNA
Marshall Wace North America
New York
+$3.94M
3
RG
Renaissance Group
Kentucky
+$3.51M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$3.38M
5
Bank of America
Bank of America
North Carolina
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$11.2M
2
OMC
Old Mission Capital
Illinois
-$11.1M
3
Northern Trust
Northern Trust
Illinois
-$11.1M
4
Morgan Stanley
Morgan Stanley
New York
-$10.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
Fragasso Financial Advisors
Pennsylvania
$2.93M +$954K +25,600 +55%
EHC
27
Everett Harris & Co
California
$2.8M -$41.8K -1,122 -2%
US Bancorp
28
US Bancorp
Minnesota
$2.56M -$7.98M -214,054 -77%
Citigroup
29
Citigroup
New York
$2.42M +$1.97M +52,966 +774%
EGA
30
Eagle Global Advisors
Texas
$2.37M – – –
HJGA
31
Hardman Johnston Global Advisors
Connecticut
$2.25M +$46.6K +1,250 +2%
CGH
32
Crossmark Global Holdings
Texas
$2.23M -$4.06K -109 -0.2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.03M -$6.02M -161,452 -76%
SGH
34
Sivik Global Healthcare
Connecticut
$2.03M +$1.86M +50,000 New
SB
35
Suntrust Banks
Georgia
$1.81M +$430K +11,526 +35%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$1.42M +$150K +4,016 +13%
Comerica Bank
37
Comerica Bank
Texas
$1.41M -$513K -13,751 -29%
SG Americas Securities
38
SG Americas Securities
New York
$1.25M +$4.14K +111 +0.4%
Deutsche Bank
39
Deutsche Bank
Germany
$1.17M -$11.2M -301,600 -91%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.14M -$8.25M -221,400 -89%
UBS Group
41
UBS Group
Switzerland
$989K +$63.3K +1,699 +7%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$985K +$123K +3,300 +16%
SC
43
Searle & Co
Connecticut
$944K – – –
MHC
44
Meyer Handelman Company
New York
$908K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$863K -$101K -2,720 -11%
CIM
46
Confluence Investment Management
Missouri
$842K -$89.3K -2,395 -10%
Stifel Financial
47
Stifel Financial
Missouri
$816K +$2.76K +74 +0.4%
OMC
48
Old Mission Capital
Illinois
$751K -$11.1M -298,973 -94%
Millennium Management
49
Millennium Management
New York
$727K -$8.08M -216,754 -92%
Pacer Advisors
50
Pacer Advisors
Pennsylvania
$671K +$617K +16,564 New
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2019 in Review

182 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2019, worth a combined $362M — down 2.1% from $370M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FMS and 24 opened new positions — a net loss of 13 holders — while 62 trimmed existing stakes and 45 added.

The largest buyer was Thornburg Investment Management, adding an estimated $9.95M. The largest seller was Deutsche Bank, cutting an estimated $11.2M.

  • 182 institutional investors held Fresenius Medical Care (FMS) as of Q1 2019, down from 197 in Q4 2018.
  • Funds reported $362M of Fresenius Medical Care stock for Q1 2019, down 2.1% quarter-over-quarter.
  • 24 funds opened new Fresenius Medical Care positions in Q1 2019 and 37 closed out, a net change of -13 holders.
  • The largest Fresenius Medical Care buyer in Q1 2019 was Thornburg Investment Management, an estimated $9.95M added.
  • The largest Fresenius Medical Care seller in Q1 2019 was Deutsche Bank, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2019.