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Fresenius Medical Care
FMS

167 hedge funds and large institutions have $715M invested in Fresenius Medical Care in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,411% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $184K

64% more capital invested

Capital invested by funds: $436M → $715M (+$279M)

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

3.17% more ownership

Funds ownership: 3.44% → 6.61% (+3.2%)

6% less funds holding

Funds holding: 178 → 167 (-11)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-11
Holders Change %
-6.18%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
52
Reduced
35
Closed
45
Calls
$4.62M
Puts
$184K
Net Calls
+$4.44M
Net Calls Change
+$3.64M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$246M
2
CI
Cambiar Investors
Colorado
+$58.6M
3
TBC
Tweedy, Browne Co
Connecticut
+$20M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$11.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$10.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25M
2
TIM
Thornburg Investment Management
New Mexico
-$24.2M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$861K +$143K +3,784 +19%
SC
52
Searle & Co
Connecticut
$859K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$799K +$698K +18,458 +581%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$765K -$92.2K -2,439 -11%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$727K +$2.87K +76 +0.4%
Ameriprise
56
Ameriprise
Minnesota
$657K +$206K +5,437 +44%
MCM
57
MAI Capital Management
Ohio
$646K +$4.5K +119 +0.7%
PSUF
58
People's United Financial
Connecticut
$617K +$633K +16,741 New
VNA
59
Valley National Advisers
Pennsylvania
$615K -$3.37K -89 -0.5%
B
60
Bailard
California
$605K +$88.3K +2,336 +17%
MHC
61
Meyer Handelman Company
New York
$590K – – –
EGA
62
Eagle Global Advisors
Texas
$568K -$567K -15,000 -49%
RIM
63
Redwood Investment Management
Arizona
$554K +$568K +15,026 New
ET
64
Equitable Trust
Tennessee
$553K – – –
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
$535K +$548K +14,500 New
EWA
66
EP Wealth Advisors
California
$472K – – –
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$438K +$450K +11,896 New
Stifel Financial
68
Stifel Financial
Missouri
$427K +$75.3K +1,992 +21%
Citadel Advisors
69
Citadel Advisors
Florida
$420K -$3.92M -103,573 -90%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$409K +$73.1K +1,933 +21%
Osaic Holdings
71
Osaic Holdings
Arizona
$408K +$286K +7,559 +214%
RJA
72
Raymond James & Associates
Florida
$398K -$216K -5,717 -35%
S
73
SimplyRich
California
$394K – – –
OCM
74
One Capital Management
California
$386K – – –
State Street
75
State Street
Massachusetts
$382K – – –
1 2
3
4 5

FMS Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2021, worth a combined $715M — up 64% from $436M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FMS and 35 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 52 added.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $246M. The largest seller was Morgan Stanley, cutting an estimated $25M.

  • 167 institutional investors held Fresenius Medical Care (FMS) as of Q1 2021, down from 178 in Q4 2020.
  • Funds reported $715M of Fresenius Medical Care stock for Q1 2021, up 64% quarter-over-quarter.
  • 35 funds opened new Fresenius Medical Care positions in Q1 2021 and 45 closed out, a net change of -10 holders.
  • The largest Fresenius Medical Care buyer in Q1 2021 was Fiduciary Management Inc, an estimated $246M added.
  • The largest Fresenius Medical Care seller in Q1 2021 was Morgan Stanley, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.