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Fresenius Medical Care
FMS

175 hedge funds and large institutions have $352M invested in Fresenius Medical Care in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 2.91% → 2.91% (+0%)

3% less capital invested

Capital invested by funds: $362M → $352M (-$10.8M)

4% less funds holding

Funds holding: 182 → 175 (-7)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
175
Holders Change
-7
Holders Change %
-3.85%
% of All Funds
3.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.5M
2
Goldman Sachs
Goldman Sachs
New York
+$11.3M
3
Citigroup
Citigroup
New York
+$8.82M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$5.55M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
RG
Renaissance Group
Kentucky
-$15.3M
2
Wells Fargo
Wells Fargo
California
-$7.33M
3
Jane Street
Jane Street
New York
-$6.91M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$6.84M
5
Bank of America
Bank of America
North Carolina
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
ET
51
Equitable Trust
Tennessee
$589K – – –
Geode Capital Management
52
Geode Capital Management
Massachusetts
$556K +$126K +3,187 +29%
Ameriprise
53
Ameriprise
Minnesota
$547K -$92.9K -2,345 -14%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$518K -$32.7K -826 -6%
SCM
55
Stevens Capital Management
Pennsylvania
$511K +$516K +13,018 New
Wells Fargo
56
Wells Fargo
California
$491K -$7.33M -185,061 -94%
RJA
57
Raymond James & Associates
Florida
$472K +$249K +6,285 +110%
OMC
58
Old Mission Capital
Illinois
$452K -$278K -7,023 -38%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$441K +$445K +11,234 New
S
60
SimplyRich
California
$435K -$119K -3,000 -21%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$432K +$753 +19 +0.2%
UCFA
62
United Capital Financial Advisors
Texas
$424K +$427K +10,790 New
OCM
63
One Capital Management
California
$412K – – –
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$402K +$50.9K +1,285 +14%
Millennium Management
65
Millennium Management
New York
$401K -$305K -7,706 -43%
HW
66
Hancock Whitney
Mississippi
$400K -$3.25K -82 -0.8%
RHBC
67
R.H. Bluestein & Co
Michigan
$393K – – –
HC
68
Henshaw Capital
Massachusetts
$383K – – –
Bank of New York Mellon
69
Bank of New York Mellon
New York
$382K -$167K -4,213 -30%
LPL Financial
70
LPL Financial
California
$380K -$126K -3,170 -25%
CLOS
71
Compagnie Lombard Odier SCmA
Switzerland
$376K – – –
VF
72
Virtu Financial
New York
$368K +$371K +9,356 New
LIM
73
Leavell Investment Management
Alabama
$352K – – –
Brown Advisory
74
Brown Advisory
Maryland
$352K +$5.07K +128 +1%
WAM
75
World Asset Management
Michigan
$349K -$16.3K -411 -4%
1 2
3
4 5

FMS Hedge Fund Activity: Q2 2019 in Review

175 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2019, worth a combined $352M — down 3% from $362M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FMS and 25 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $25.5M. The largest seller was Renaissance Group, exiting entirely with an estimated $15.3M sold.

  • 175 institutional investors held Fresenius Medical Care (FMS) as of Q2 2019, down from 182 in Q1 2019.
  • Funds reported $352M of Fresenius Medical Care stock for Q2 2019, down 3% quarter-over-quarter.
  • 25 funds opened new Fresenius Medical Care positions in Q2 2019 and 31 closed out, a net change of -6 holders.
  • The largest Fresenius Medical Care buyer in Q2 2019 was Morgan Stanley, an estimated $25.5M added.
  • The largest Fresenius Medical Care seller in Q2 2019 was Renaissance Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2019.