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Fresenius Medical Care
FMS

181 hedge funds and large institutions have $385M invested in Fresenius Medical Care in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more funds holding

Funds holding: 179 → 181 (+2)

0% more ownership

Funds ownership: 3.06% → 3.06% (+0%)

2% less capital invested

Capital invested by funds: $393M → $385M (-$8.56M)

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
3.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
41
Closed
18
Calls
$646K
Puts
–
Net Calls
+$646K
Net Calls Change
+$356K

Top Buyers

Rank Fund Capital Flow
1
MWNA
Marshall Wace North America
New York
+$4.59M
2
TAM
Todd Asset Management
Kentucky
+$3.38M
3
Marshall Wace
Marshall Wace
United Kingdom
+$3.37M
4
Bank of America
Bank of America
North Carolina
+$2.43M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$5.11M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$2.9M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$2.73M
4
ClearBridge Investments
ClearBridge Investments
New York
-$2.68M
5
Morgan Stanley
Morgan Stanley
New York
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIMC
26
NWQ Investment Management Company
California
$2.99M -$360K -8,357 -3%
LG
27
Leuthold Group
Minnesota
$2.78M -$55.9K -1,296 -2%
RC
28
RBF Capital
California
$2.6M – – –
SAM
29
Silvercrest Asset Management
New York
$2.58M +$956K +22,170 +58%
EHC
30
Everett Harris & Co
California
$2.48M -$21.1K -489 -0.8%
Wells Fargo
31
Wells Fargo
California
$2.38M +$218K +5,056 +10%
CGH
32
Crossmark Global Holdings
Texas
$2.31M -$140K -3,246 -6%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$2.28M +$6.43K +149 +0.3%
HJGA
34
Hardman Johnston Global Advisors
Connecticut
$2.09M – – –
EGA
35
Eagle Global Advisors
Texas
$1.97M – – –
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.87M +$566K +13,118 +42%
Deutsche Bank
37
Deutsche Bank
Germany
$1.72M +$1.01M +23,490 +138%
Boston Partners
38
Boston Partners
Massachusetts
$1.62M -$591K -13,715 -26%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.45M +$12.2K +284 +0.8%
Comerica Bank
40
Comerica Bank
Texas
$1.31M -$9.49K -220 -0.7%
GCAC
41
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.16M +$81.9K +1,900 +8%
CIA
42
Cascade Investment Advisors
Oregon
$1.02M +$8.63K +200 +0.8%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.01M +$54.6K +1,266 +6%
SC
44
Searle & Co
Connecticut
$989K – – –
QT
45
Quantamental Technologies
New York
$935K +$371K +8,600 +64%
US Bancorp
46
US Bancorp
Minnesota
$886K +$147K +3,406 +20%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$850K +$863K +20,008 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$812K +$257K +5,954 +45%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$777K +$113K +2,625 +17%
MCM
50
MAI Capital Management
Ohio
$721K +$4.53K +105 +0.6%
1
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3 4 5

FMS Hedge Fund Activity: Q3 2020 in Review

181 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2020, worth a combined $385M — down 2.2% from $393M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 18 closed out — a net gain of 4 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $4.59M. The largest seller was Old Mission Capital, cutting an estimated $5.11M.

  • 181 institutional investors held Fresenius Medical Care (FMS) as of Q3 2020, up from 179 in Q2 2020.
  • Funds reported $385M of Fresenius Medical Care stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q3 2020 and 18 closed out, a net change of +4 holders.
  • The largest Fresenius Medical Care buyer in Q3 2020 was Marshall Wace North America, an estimated $4.59M added.
  • The largest Fresenius Medical Care seller in Q3 2020 was Old Mission Capital, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2020.