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Fresenius Medical Care
FMS

179 hedge funds and large institutions have $393M invested in Fresenius Medical Care in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $736K

33% more capital invested

Capital invested by funds: $296M → $393M (+$97.4M)

1% more funds holding

Funds holding: 177 → 179 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0.1% more ownership

Funds ownership: 2.96% → 3.06% (+0.1%)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
44
Reduced
54
Closed
33
Calls
$1.03M
Puts
$736K
Net Calls
+$290K
Net Calls Change
+$861K

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$14M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$8.85M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.1M
5
TIM
Thornburg Investment Management
New Mexico
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.97M
2
Millennium Management
Millennium Management
New York
-$3.54M
3
MWNA
Marshall Wace North America
New York
-$2.69M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.51M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$674K +$31.6K +800 +5%
ET
52
Equitable Trust
Tennessee
$649K – – –
Jane Street
53
Jane Street
New York
$601K +$88.9K +2,249 +19%
QT
54
Quantamental Technologies
New York
$580K +$530K +13,400 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$569K +$222K +5,617 +75%
EWA
56
EP Wealth Advisors
California
$554K -$506K -12,802 Closed
DIM
57
DC Investments Management
Virginia
$530K +$484K +12,254 New
State Street
58
State Street
Massachusetts
$518K +$213K +5,401 +82%
Capital Research Global Investors
59
Capital Research Global Investors
California
$506K +$136K +3,449 +41%
KLC
60
Knowledge Leaders Capital
Colorado
$492K +$227K +5,740 New
B
61
Bailard
California
$490K +$16.7K +422 +4%
S
62
SimplyRich
California
$458K – – –
OCM
63
One Capital Management
California
$454K – – –
SG Americas Securities
64
SG Americas Securities
New York
$440K – – –
Ameriprise
65
Ameriprise
Minnesota
$434K -$14.5K -367 -4%
RHBC
66
R.H. Bluestein & Co
Michigan
$433K – – –
HC
67
Henshaw Capital
Massachusetts
$432K – – –
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$427K -$10K -253 -3%
EAM
69
Eagle Asset Management
Florida
$372K -$4.7K -119 -1%
AT
70
Arden Trust
Delaware
$372K +$131K +3,324 +63%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$358K +$8.38K +212 +3%
Stifel Financial
72
Stifel Financial
Missouri
$356K -$337K -8,535 -51%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$347K +$317K +8,019 New
BWA
74
BDO Wealth Advisors
Florida
$346K – – –
LIM
75
Leavell Investment Management
Alabama
$338K – – –
1 2
3
4 5

FMS Hedge Fund Activity: Q2 2020 in Review

179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2020, worth a combined $393M — up 33% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FMS positions and 33 closed out — a net gain of 3 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Todd Asset Management, opening a new position worth an estimated $14M. The largest seller was Invesco, cutting an estimated $3.97M.

  • 179 institutional investors held Fresenius Medical Care (FMS) as of Q2 2020, up from 177 in Q1 2020.
  • Funds reported $393M of Fresenius Medical Care stock for Q2 2020, up 33% quarter-over-quarter.
  • 36 funds opened new Fresenius Medical Care positions in Q2 2020 and 33 closed out, a net change of +3 holders.
  • The largest Fresenius Medical Care buyer in Q2 2020 was Todd Asset Management, an estimated $14M added.
  • The largest Fresenius Medical Care seller in Q2 2020 was Invesco, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.