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Fresenius Medical Care
FMS

171 hedge funds and large institutions have $357M invested in Fresenius Medical Care in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

29% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $2.49M

25% more capital invested

Capital invested by funds: $285M → $357M (+$71.9M)

6% more funds holding

Funds holding: 161 → 171 (+10)

0.39% more ownership

Funds ownership: 2.79% → 3.18% (+0.39%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
43
Reduced
50
Closed
23
Calls
$3.21M
Puts
$2.49M
Net Calls
+$723K
Net Calls Change
+$2.01M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$44.2M
2
Morgan Stanley
Morgan Stanley
New York
+$16.3M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$2.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.44M
5
Millennium Management
Millennium Management
New York
+$2.31M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$12.2M
2
TIM
Thornburg Investment Management
New Mexico
-$8.45M
3
Bank of America
Bank of America
North Carolina
-$5.41M
4
NIMC
NWQ Investment Management Company
California
-$3.11M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$2.19M +$904K +25,482 +75%
Wells Fargo
27
Wells Fargo
California
$2.06M +$1.47M +41,421 +287%
EGA
28
Eagle Global Advisors
Texas
$1.97M -$284K -8,000 -13%
HJGA
29
Hardman Johnston Global Advisors
Connecticut
$1.93M -$36.5K -1,030 -2%
Truist Financial
30
Truist Financial
North Carolina
$1.74M +$1.67M +47,129 New
CGH
31
Crossmark Global Holdings
Texas
$1.66M -$31K -873 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.64M -$295K -8,313 -16%
DA
33
DCF Advisers
Connecticut
$1.38M +$1.33M +37,500 New
UBS Group
34
UBS Group
Switzerland
$1.37M +$509K +14,358 +63%
US Bancorp
35
US Bancorp
Minnesota
$1.27M -$270K -7,618 -18%
Comerica Bank
36
Comerica Bank
Texas
$1.24M -$32.5K -917 -3%
SG Americas Securities
37
SG Americas Securities
New York
$1.22M -$12.2M -344,644 -91%
Deutsche Bank
38
Deutsche Bank
Germany
$1.21M +$564K +15,905 +94%
SAM
39
Silvercrest Asset Management
New York
$1.12M +$2.66K +75 +0.2%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$924K +$57.8K +1,629 +7%
MHC
41
Meyer Handelman Company
New York
$884K – – –
SC
42
Searle & Co
Connecticut
$858K – – –
CIM
43
Confluence Investment Management
Missouri
$838K +$28.5K +803 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$804K +$272K +7,673 +53%
Stifel Financial
45
Stifel Financial
Missouri
$800K -$43.6K -1,229 -5%
CCIA
46
Campbell & Co Investment Adviser
Maryland
$780K +$751K +21,170 New
GCAC
47
Guardian Capital Advisors (Canada)
Ontario, Canada
$730K +$50.3K +1,420 +8%
CIA
48
Cascade Investment Advisors
Oregon
$720K +$693K +19,540 New
MCM
49
MAI Capital Management
Ohio
$655K +$630K +17,775 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$611K +$589K +16,600 New
1
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3 4 5

FMS Hedge Fund Activity: Q4 2019 in Review

171 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2019, worth a combined $357M — up 25% from $285M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FMS positions and 23 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $44.2M. The largest seller was SG Americas Securities, cutting an estimated $12.2M.

  • 171 institutional investors held Fresenius Medical Care (FMS) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $357M of Fresenius Medical Care stock for Q4 2019, up 25% quarter-over-quarter.
  • 38 funds opened new Fresenius Medical Care positions in Q4 2019 and 23 closed out, a net change of +15 holders.
  • The largest Fresenius Medical Care buyer in Q4 2019 was First Trust Advisors, an estimated $44.2M added.
  • The largest Fresenius Medical Care seller in Q4 2019 was SG Americas Securities, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2019.