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Fresenius Medical Care

178 hedge funds and large institutions have $436M invested in Fresenius Medical Care in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $385M → $436M (+$51.5M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.39% more ownership

Funds ownership: 3.06%3.44% (+0.39%)

2% less funds holding

Funds holding: 181178 (-3)

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
53
Reduced
43
Closed
21
Calls
$798K
Puts
Net Calls
+$798K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
LG
26
Leuthold Group
Minnesota
$2.61M -$109K -2,611 -4%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.59M +$2.3M +55,152 +767%
RC
28
RBF Capital
California
$2.54M
EHC
29
Everett Harris & Co
California
$2.36M -$58.3K -1,400 -2%
CRC
30
Curi RMB Capital
Illinois
$2.35M -$804K -19,281 -25%
CGH
31
Crossmark Global Holdings
Texas
$2.32M +$62.6K +1,503 +3%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.27M +$440K +10,563 +24%
Marshall Wace
33
Marshall Wace
United Kingdom
$2.26M -$988K -23,717 -30%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$2.23M
HJGA
35
Hardman Johnston Global Advisors
Connecticut
$2.05M
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.61M +$193K +4,621 +14%
Boston Partners
37
Boston Partners
Massachusetts
$1.46M -$124K -2,971 -8%
GCAC
38
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.43M +$252K +6,052 +22%
Comerica Bank
39
Comerica Bank
Texas
$1.42M +$67K +1,607 +5%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.32M +$337K +8,096 +34%
EGA
41
Eagle Global Advisors
Texas
$1.26M -$670K -16,080 -35%
Deutsche Bank
42
Deutsche Bank
Germany
$1.23M -$459K -11,015 -27%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$1.16M +$964K +23,126 +482%
Millennium Management
44
Millennium Management
New York
$1.12M -$2.85M -68,357 -72%
CIA
45
Cascade Investment Advisors
Oregon
$1.01M +$3.13K +75 +0.3%
QT
46
Quantamental Technologies
New York
$981K +$66.7K +1,600 +7%
Wells Fargo
47
Wells Fargo
California
$977K -$1.35M -32,455 -58%
SC
48
Searle & Co
Connecticut
$968K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$964K +$204K +4,895 +27%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$816K +$22.1K +530 +3%

FMS Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2020, worth a combined $436M — up 13% from $385M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 21 closed out — a net gain of 1 holder — while 53 added to existing stakes and 43 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $54.2M. The largest seller was BNP Paribas Asset Management, exiting entirely with an estimated $12.3M sold.

  • 178 institutional investors held Fresenius Medical Care (FMS) as of Q4 2020, down from 181 in Q3 2020.
  • Funds reported $436M of Fresenius Medical Care stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q4 2020 and 21 closed out, a net change of +1 holder.
  • The largest Fresenius Medical Care buyer in Q4 2020 was First Trust Advisors, an estimated $54.2M added.
  • The largest Fresenius Medical Care seller in Q4 2020 was BNP Paribas Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2020.