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Fresenius Medical Care

161 hedge funds and large institutions have $285M invested in Fresenius Medical Care in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 2.91%2.79% (-0.12%)

8% less funds holding

Funds holding: 175161 (-14)

19% less capital invested

Capital invested by funds: $352M → $285M (-$66.3M)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

44% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 62

50% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $2.58M

Holders
161
Holders Change
-14
Holders Change %
-8%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
35
Reduced
62
Closed
33
Calls
$1.3M
Puts
$2.58M
Net Calls
-$1.29M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
51
Pacer Advisors
Pennsylvania
$456K -$69K -1,948 -13%
S
52
SimplyRich
California
$373K
Wolverine Trading
53
Wolverine Trading
Illinois
$367K +$386K +10,896 New
RJA
54
Raymond James & Associates
Florida
$355K -$51.8K -1,461 -12%
OCM
55
One Capital Management
California
$352K
HW
56
Hancock Whitney
Mississippi
$345K +$2.91K +82 +0.8%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$342K -$29.5K -833 -8%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$340K +$359K +10,120 New
RHBC
59
R.H. Bluestein & Co
Michigan
$336K
HC
60
Henshaw Capital
Massachusetts
$336K +$8.96K +253 +3%
CLOS
61
Compagnie Lombard Odier SCmA
Switzerland
$321K
LPL Financial
62
LPL Financial
California
$309K -$17K -481 -5%
LIM
63
Leavell Investment Management
Alabama
$301K
ARTA
64
A.R.T. Advisors
New York
$298K +$24.8K +700 +9%
EAM
65
Eagle Asset Management
Florida
$292K +$780 +22 +0.3%
PI
66
PEAK6 Investments
Illinois
$272K +$287K +8,086 New
BW
67
Biegel & Waller
Maryland
$269K
FWM
68
Frontier Wealth Management
Missouri
$269K
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$264K -$119K -3,366 -30%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$264K -$1.88K -53 -0.7%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$259K -$72.5K -2,045 -21%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$258K -$195K -5,510 -42%
Ameriprise
73
Ameriprise
Minnesota
$253K -$228K -6,446 -46%
FIM
74
Freedom Investment Management
Connecticut
$252K -$34.7K -978 -12%
CCM
75
Covington Capital Management
California
$251K

FMS Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2019, worth a combined $285M — down 19% from $352M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FMS and 20 opened new positions — a net loss of 13 holders — while 62 trimmed existing stakes and 35 added.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.

  • 161 institutional investors held Fresenius Medical Care (FMS) as of Q3 2019, down from 175 in Q2 2019.
  • Funds reported $285M of Fresenius Medical Care stock for Q3 2019, down 19% quarter-over-quarter.
  • 20 funds opened new Fresenius Medical Care positions in Q3 2019 and 33 closed out, a net change of -13 holders.
  • The largest Fresenius Medical Care buyer in Q3 2019 was NWQ Investment Management Company, an estimated $14.4M added.
  • The largest Fresenius Medical Care seller in Q3 2019 was Morgan Stanley, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2019.