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Fresenius Medical Care
FMS

171 hedge funds and large institutions have $357M invested in Fresenius Medical Care in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

29% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $2.49M

25% more capital invested

Capital invested by funds: $285M → $357M (+$71.9M)

6% more funds holding

Funds holding: 161 → 171 (+10)

0.39% more ownership

Funds ownership: 2.79% → 3.18% (+0.39%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
43
Reduced
50
Closed
23
Calls
$3.21M
Puts
$2.49M
Net Calls
+$723K
Net Calls Change
+$2.01M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$44.2M
2
Morgan Stanley
Morgan Stanley
New York
+$16.3M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$2.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.44M
5
Millennium Management
Millennium Management
New York
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$12.2M
2
TIM
Thornburg Investment Management
New Mexico
-$8.45M
3
Bank of America
Bank of America
North Carolina
-$5.41M
4
NIMC
NWQ Investment Management Company
California
-$3.11M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
51
A.R.T. Advisors
New York
$555K +$220K +6,200 +70%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$553K -$40.5K -1,143 -7%
ET
53
Equitable Trust
Tennessee
$552K – – –
ACA
54
Atlas Capital Advisors
Wyoming
$497K +$275K +7,752 +135%
PFO
55
Pathstone Family Office
New Jersey
$436K – – –
RJA
56
Raymond James & Associates
Florida
$411K +$21.2K +597 +6%
S
57
SimplyRich
California
$407K – – –
OCM
58
One Capital Management
California
$386K – – –
BAM
59
Blueshift Asset Management
New Jersey
$384K +$369K +10,413 New
VNA
60
Valley National Advisers
Pennsylvania
$382K +$360K +10,148 +4,300%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$370K -$4.11K -116 -1%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$368K -$4.25K -120 -1%
RHBC
63
R.H. Bluestein & Co
Michigan
$368K – – –
CLOS
64
Compagnie Lombard Odier SCmA
Switzerland
$352K – – –
Renaissance Technologies
65
Renaissance Technologies
New York
$350K -$592K -16,708 -64%
EAM
66
Eagle Asset Management
Florida
$340K +$19.5K +551 +6%
CSS
67
Cubist Systematic Strategies
Connecticut
$339K +$70.4K +1,985 +28%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$339K +$326K +9,195 New
LIM
69
Leavell Investment Management
Alabama
$330K – – –
CS
70
Credit Suisse
Switzerland
$330K +$317K +8,944 New
SCM
71
Stevens Capital Management
Pennsylvania
$311K +$300K +8,457 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$287K -$3.19K -90 -1%
Ameriprise
73
Ameriprise
Minnesota
$287K +$9.75K +275 +4%
CCM
74
Covington Capital Management
California
$275K – – –
ECM
75
ExodusPoint Capital Management
New York
$272K +$261K +7,374 New
1 2
3
4 5

FMS Hedge Fund Activity: Q4 2019 in Review

171 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2019, worth a combined $357M — up 25% from $285M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FMS positions and 23 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $44.2M. The largest seller was SG Americas Securities, cutting an estimated $12.2M.

  • 171 institutional investors held Fresenius Medical Care (FMS) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $357M of Fresenius Medical Care stock for Q4 2019, up 25% quarter-over-quarter.
  • 38 funds opened new Fresenius Medical Care positions in Q4 2019 and 23 closed out, a net change of +15 holders.
  • The largest Fresenius Medical Care buyer in Q4 2019 was First Trust Advisors, an estimated $44.2M added.
  • The largest Fresenius Medical Care seller in Q4 2019 was SG Americas Securities, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2019.