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Fresenius Medical Care
FMS

173 hedge funds and large institutions have $848M invested in Fresenius Medical Care in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $411K | Put options by funds: $233K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more capital invested

Capital invested by funds: $715M → $848M (+$133M)

4% more funds holding

Funds holding: 167 → 173 (+6)

0.35% more ownership

Funds ownership: 6.61% → 6.96% (+0.35%)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
54
Reduced
44
Closed
22
Calls
$411K
Puts
$233K
Net Calls
+$178K
Net Calls Change
-$4.26M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$44.8M
2
Citigroup
Citigroup
New York
+$15.6M
3
Goldman Sachs
Goldman Sachs
New York
+$5.28M
4
Jane Street
Jane Street
New York
+$4.78M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$4M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$8.46M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.69M
3
Morgan Stanley
Morgan Stanley
New York
-$5.99M
4
SGH
Sivik Global Healthcare
Connecticut
-$5.35M
5
Wells Fargo
Wells Fargo
California
-$4.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$3.62M +$421K +10,520 +14%
Franklin Resources
27
Franklin Resources
California
$3.62M -$1.86M -46,529 -35%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$3.23M +$3.11M +77,800 New
HighTower Advisors
29
HighTower Advisors
Illinois
$3.01M +$132K +3,306 +5%
LG
30
Leuthold Group
Minnesota
$2.33M -$41.5K -1,038 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$2.22M – – –
HJGA
32
Hardman Johnston Global Advisors
Connecticut
$2.04M -$1.8K -45 -0.1%
RJA
33
Raymond James & Associates
Florida
$1.97M +$1.47M +36,681 +340%
Optiver Holding
34
Optiver Holding
Netherlands
$1.91M +$1.84M +45,950 New
GCAC
35
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.83M +$191K +4,780 +12%
EHC
36
Everett Harris & Co
California
$1.77M -$356K -8,915 -17%
OMC
37
Old Mission Capital
Illinois
$1.69M +$1.62M +40,578 New
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$1.68M +$171K +4,284 +12%
CGH
39
Crossmark Global Holdings
Texas
$1.66M -$237K -5,926 -13%
RC
40
RBF Capital
California
$1.6M – – –
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$1.59M -$159K -3,978 -9%
SA
42
swisspartners Advisors
Switzerland
$1.59M +$36K +900 +5%
Comerica Bank
43
Comerica Bank
Texas
$1.35M -$2.04K -51 -0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.26M -$3.56K -89 -0.3%
CIA
45
Cascade Investment Advisors
Oregon
$1.25M +$7.59K +190 +0.6%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.21M +$336K +8,397 +40%
US Bancorp
47
US Bancorp
Minnesota
$998K +$25.1K +628 +3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$987K -$34K -850 -3%
SC
49
Searle & Co
Connecticut
$968K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$911K +$10.4K +259 +1%
1
2
3 4 5

FMS Hedge Fund Activity: Q2 2021 in Review

173 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2021, worth a combined $848M — up 19% from $715M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FMS positions and 22 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $44.8M. The largest seller was Cambiar Investors, cutting an estimated $8.46M.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q2 2021, up from 167 in Q1 2021.
  • Funds reported $848M of Fresenius Medical Care stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new Fresenius Medical Care positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q2 2021 was Fiduciary Management Inc, an estimated $44.8M added.
  • The largest Fresenius Medical Care seller in Q2 2021 was Cambiar Investors, an estimated $8.46M sold.

Based on aggregated 13F filings for Q2 2021.