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Fresenius Medical Care
FMS

167 hedge funds and large institutions have $715M invested in Fresenius Medical Care in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,411% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $184K

64% more capital invested

Capital invested by funds: $436M → $715M (+$279M)

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

3.17% more ownership

Funds ownership: 3.44% → 6.61% (+3.2%)

6% less funds holding

Funds holding: 178 → 167 (-11)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-11
Holders Change %
-6.18%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
52
Reduced
35
Closed
45
Calls
$4.62M
Puts
$184K
Net Calls
+$4.44M
Net Calls Change
+$3.64M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$246M
2
CI
Cambiar Investors
Colorado
+$58.6M
3
TBC
Tweedy, Browne Co
Connecticut
+$20M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$11.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$10.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25M
2
TIM
Thornburg Investment Management
New Mexico
-$24.2M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
26
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.73M -$595K -15,723 -11%
UBS Group
27
UBS Group
Switzerland
$4.4M +$295K +7,813 +7%
CCM
28
Coerente Capital Management
Ontario, Canada
$3.98M +$4.08M +107,969 New
SAM
29
Silvercrest Asset Management
New York
$2.82M +$756 +20 +0%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.54M +$1.42M +37,499 +119%
LG
31
Leuthold Group
Minnesota
$2.11M -$214K -5,658 -9%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.97M -$15.1K -400 -0.7%
EHC
33
Everett Harris & Co
California
$1.9M -$199K -5,255 -9%
HJGA
34
Hardman Johnston Global Advisors
Connecticut
$1.82M – – –
CGH
35
Crossmark Global Holdings
Texas
$1.69M -$378K -9,983 -18%
DA
36
DCF Advisers
Connecticut
$1.6M -$1.1M -29,100 -40%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$1.56M +$1.6M +42,352 New
Renaissance Technologies
38
Renaissance Technologies
New York
$1.54M -$1.05M -27,733 -40%
GCAC
39
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.51M +$259K +6,860 +21%
RC
40
RBF Capital
California
$1.42M -$851K -22,490 -37%
SA
41
swisspartners Advisors
Switzerland
$1.35M +$692K +18,300 New
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.33M +$312K +8,258 +30%
Comerica Bank
43
Comerica Bank
Texas
$1.33M +$2.04K +54 +0.2%
MFM
44
MD Financial Management
Ontario, Canada
$1.25M +$1.29M +34,000 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.15M +30,427 New
CIA
46
Cascade Investment Advisors
Oregon
$1.1M +$214K +5,670 +23%
BF
47
BOK Financial
Oklahoma
$1.05M +$1.07M +28,356 New
BS
48
Banco Santander
Spain
$999K +$1.02M +27,100 New
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$972K -$1.36M -35,980 -58%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$908K -$3.82M -101,058 -80%
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2021, worth a combined $715M — up 64% from $436M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FMS and 35 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 52 added.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $246M. The largest seller was Morgan Stanley, cutting an estimated $25M.

  • 167 institutional investors held Fresenius Medical Care (FMS) as of Q1 2021, down from 178 in Q4 2020.
  • Funds reported $715M of Fresenius Medical Care stock for Q1 2021, up 64% quarter-over-quarter.
  • 35 funds opened new Fresenius Medical Care positions in Q1 2021 and 45 closed out, a net change of -10 holders.
  • The largest Fresenius Medical Care buyer in Q1 2021 was Fiduciary Management Inc, an estimated $246M added.
  • The largest Fresenius Medical Care seller in Q1 2021 was Morgan Stanley, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.