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Fresenius Medical Care
FMS

177 hedge funds and large institutions have $296M invested in Fresenius Medical Care in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4% more funds holding

Funds holding: 171 → 177 (+6)

0.22% less ownership

Funds ownership: 3.18% → 2.96% (-0.22%)

17% less capital invested

Capital invested by funds: $357M → $296M (-$61.5M)

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $574K

Holders
177
Holders Change
+6
Holders Change %
+3.51%
% of All Funds
3.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
52
Reduced
39
Closed
31
Calls
$3K
Puts
$574K
Net Calls
-$571K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.8M
2
ClearBridge Investments
ClearBridge Investments
New York
+$10.4M
3
OMC
Old Mission Capital
Illinois
+$7.81M
4
Millennium Management
Millennium Management
New York
+$5.13M
5
PPA
Parametric Portfolio Associates
Washington
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$48.8M
2
Morgan Stanley
Morgan Stanley
New York
-$20.3M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.19M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$2.24M +$2.53M +68,200 +568,333%
DA
27
DCF Advisers
Connecticut
$2.18M +$1.08M +29,000 +77%
RJA
28
Raymond James & Associates
Florida
$2.09M +$1.95M +52,428 +470%
EHC
29
Everett Harris & Co
California
$2.01M -$44.4K -1,195 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.93M -$464K -12,482 -18%
EGA
31
Eagle Global Advisors
Texas
$1.75M – – –
Wells Fargo
32
Wells Fargo
California
$1.64M -$222K -5,975 -11%
HJGA
33
Hardman Johnston Global Advisors
Connecticut
$1.62M -$105K -2,820 -5%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$1.62M +$1.84M +49,434 New
CGH
35
Crossmark Global Holdings
Texas
$1.61M +$141K +3,791 +8%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.61M +$1.82M +48,938 +108,751%
SAM
37
Silvercrest Asset Management
New York
$1.38M +$438K +11,775 +39%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.32M -$1.34M -36,176 -47%
Comerica Bank
39
Comerica Bank
Texas
$1.16M -$30.9K -831 -3%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$1.13M +$347K +9,337 +37%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.11M -$395K -10,628 -24%
HF
42
HRT Financial
New York
$882K +$1,000K +26,894 New
MHC
43
Meyer Handelman Company
New York
$787K – – –
US Bancorp
44
US Bancorp
Minnesota
$779K -$402K -10,804 -31%
CIA
45
Cascade Investment Advisors
Oregon
$770K +$146K +3,930 +20%
SC
46
Searle & Co
Connecticut
$764K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$739K +$13.7K +369 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$704K +$798K +21,465 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$701K +$794K +21,360 New
LCM
50
Laurion Capital Management
New York
$620K +$702K +18,900 New
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2020 in Review

177 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2020, worth a combined $296M — down 17% from $357M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FMS positions and 31 closed out — a net gain of 8 holders — while 52 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was First Trust Advisors, exiting entirely with an estimated $48.8M sold.

  • 177 institutional investors held Fresenius Medical Care (FMS) as of Q1 2020, up from 171 in Q4 2019.
  • Funds reported $296M of Fresenius Medical Care stock for Q1 2020, down 17% quarter-over-quarter.
  • 39 funds opened new Fresenius Medical Care positions in Q1 2020 and 31 closed out, a net change of +8 holders.
  • The largest Fresenius Medical Care buyer in Q1 2020 was Bank of America, an estimated $12.8M added.
  • The largest Fresenius Medical Care seller in Q1 2020 was First Trust Advisors, an estimated $48.8M sold.

Based on aggregated 13F filings for Q1 2020.