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Fresenius Medical Care
FMS

182 hedge funds and large institutions have $362M invested in Fresenius Medical Care in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 3.71% → 2.91% (-0.8%)

2% less capital invested

Capital invested by funds: $370M → $362M (-$7.92M)

8% less funds holding

Funds holding: 197 → 182 (-15)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
182
Holders Change
-15
Holders Change %
-7.61%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
45
Reduced
62
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
+$9.95M
2
MWNA
Marshall Wace North America
New York
+$3.94M
3
RG
Renaissance Group
Kentucky
+$3.51M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$3.38M
5
Bank of America
Bank of America
North Carolina
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$11.2M
2
OMC
Old Mission Capital
Illinois
-$11.1M
3
Northern Trust
Northern Trust
Illinois
-$11.1M
4
Morgan Stanley
Morgan Stanley
New York
-$10.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMH
51
J.M. Hartwell
New York
$669K +$26.1K +700 +4%
KB
52
Kimelman & Baird
New York
$660K – – –
Ameriprise
53
Ameriprise
Minnesota
$660K +$139K +3,732 +30%
ET
54
Equitable Trust
Tennessee
$608K – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$599K -$87.8K -2,354 -14%
GCAC
56
Guardian Capital Advisors (Canada)
Ontario, Canada
$589K +$55.2K +1,480 +11%
S
57
SimplyRich
California
$571K +$525K +14,084 New
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$568K -$7.37M -197,754 -93%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$565K -$122K -3,271 -19%
ARTA
60
A.R.T. Advisors
New York
$533K -$145K -3,900 -23%
LPL Financial
61
LPL Financial
California
$521K +$108K +2,885 +29%
State Street
62
State Street
Massachusetts
$518K +$232K +6,218 +95%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$445K +$410K +10,995 New
Geode Capital Management
64
Geode Capital Management
Massachusetts
$444K -$32.6K -875 -7%
OCM
65
One Capital Management
California
$425K – – –
HW
66
Hancock Whitney
Mississippi
$415K +$102K +2,744 +37%
FIA
67
FNY Investment Advisers
New York
$405K -$298K -8,000 -44%
RHBC
68
R.H. Bluestein & Co
Michigan
$405K – – –
HC
69
Henshaw Capital
Massachusetts
$395K – – –
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
$388K – – –
Truist Financial
71
Truist Financial
North Carolina
$378K -$1.42M -38,068 -80%
WAM
72
World Asset Management
Michigan
$377K – – –
FIM
73
Freedom Investment Management
Connecticut
$374K +$42.5K +1,139 +14%
LIM
74
Leavell Investment Management
Alabama
$363K – – –
LNWWM
75
Laird Norton Wetherby Wealth Management
California
$362K -$112K -3,014 -25%
1 2
3
4 5

FMS Hedge Fund Activity: Q1 2019 in Review

182 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2019, worth a combined $362M — down 2.1% from $370M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FMS and 24 opened new positions — a net loss of 13 holders — while 62 trimmed existing stakes and 45 added.

The largest buyer was Thornburg Investment Management, adding an estimated $9.95M. The largest seller was Deutsche Bank, cutting an estimated $11.2M.

  • 182 institutional investors held Fresenius Medical Care (FMS) as of Q1 2019, down from 197 in Q4 2018.
  • Funds reported $362M of Fresenius Medical Care stock for Q1 2019, down 2.1% quarter-over-quarter.
  • 24 funds opened new Fresenius Medical Care positions in Q1 2019 and 37 closed out, a net change of -13 holders.
  • The largest Fresenius Medical Care buyer in Q1 2019 was Thornburg Investment Management, an estimated $9.95M added.
  • The largest Fresenius Medical Care seller in Q1 2019 was Deutsche Bank, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2019.