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Fresenius Medical Care

178 hedge funds and large institutions have $436M invested in Fresenius Medical Care in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $385M → $436M (+$51.5M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.39% more ownership

Funds ownership: 3.06%3.44% (+0.39%)

2% less funds holding

Funds holding: 181178 (-3)

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
53
Reduced
43
Closed
21
Calls
$798K
Puts
Net Calls
+$798K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$815K -$52.7K -1,265 -6%
GT
52
Glenmede Trust
Pennsylvania
$724K +$258K +6,189 +55%
MCM
53
MAI Capital Management
Ohio
$723K +$18.4K +441 +3%
VNA
54
Valley National Advisers
Pennsylvania
$697K -$5.17K -124 -0.7%
RJA
55
Raymond James & Associates
Florida
$686K +$7.58K +182 +1%
MHC
56
Meyer Handelman Company
New York
$665K
DIM
57
DC Investments Management
Virginia
$657K
Capital Research Global Investors
58
Capital Research Global Investors
California
$627K +$96.3K +2,311 +18%
ET
59
Equitable Trust
Tennessee
$623K
Citigroup
60
Citigroup
New York
$618K +$43K +1,031 +7%
B
61
Bailard
California
$585K +$83.4K +2,000 +17%
EWA
62
EP Wealth Advisors
California
$532K
Ameriprise
63
Ameriprise
Minnesota
$515K +$12K +289 +2%
HC
64
Henshaw Capital
Massachusetts
$504K
S
65
SimplyRich
California
$444K
OCM
66
One Capital Management
California
$436K
AP
67
Advisor Partners
California
$431K +$141K +3,388 +49%
State Street
68
State Street
Massachusetts
$430K
SG Americas Securities
69
SG Americas Securities
New York
$422K -$583 -14 -0.1%
ACA
70
Atlas Capital Advisors
Wyoming
$422K -$51K -1,224 -11%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$417K +$20.8K +500 +5%
RHBC
72
R.H. Bluestein & Co
Michigan
$416K
Stifel Financial
73
Stifel Financial
Missouri
$399K +$19.3K +464 +5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$381K +$382K +9,161 New
SSA
75
Schonfeld Strategic Advisors
New York
$362K -$133K -3,200 -27%

FMS Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2020, worth a combined $436M — up 13% from $385M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 21 closed out — a net gain of 1 holder — while 53 added to existing stakes and 43 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $54.2M. The largest seller was BNP Paribas Asset Management, exiting entirely with an estimated $12.3M sold.

  • 178 institutional investors held Fresenius Medical Care (FMS) as of Q4 2020, down from 181 in Q3 2020.
  • Funds reported $436M of Fresenius Medical Care stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q4 2020 and 21 closed out, a net change of +1 holder.
  • The largest Fresenius Medical Care buyer in Q4 2020 was First Trust Advisors, an estimated $54.2M added.
  • The largest Fresenius Medical Care seller in Q4 2020 was BNP Paribas Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2020.