We are live on ! Find out more
FMS icon

Fresenius Medical Care
FMS

233 hedge funds and large institutions have $781M invested in Fresenius Medical Care in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

39% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 56

6% more funds holding

Funds holding: 220 → 233 (+13)

0% more capital invested

Capital invested by funds: $779M → $781M (+$2.04M)

0.15% more ownership

Funds ownership: 4.81% → 4.96% (+0.15%)

Holders
233
Holders Change
+13
Holders Change %
+5.91%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
78
Reduced
56
Closed
19
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1.13M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16M
2
HL
Harding Loevner
New Jersey
+$12.8M
3
Morgan Stanley
Morgan Stanley
New York
+$9.87M
4
TIM
Thornburg Investment Management
New Mexico
+$6.42M
5
Millennium Management
Millennium Management
New York
+$3.5M

Top Sellers

1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$20.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.65M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$2.84M
4
MWNA
Marshall Wace North America
New York
-$2.54M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
76
Commerce Bank
Missouri
$790K +$825K +15,477 New
EP
77
Elkfork Partners
Oregon
$764K – – –
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$761K +$10.3K +194 +1%
FIM
79
Freedom Investment Management
Connecticut
$760K -$24.1K -451 -3%
Ameriprise
80
Ameriprise
Minnesota
$749K -$7.41K -139 -0.9%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$738K +$158K +2,955 +26%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$718K +$22.1K +414 +3%
ACA
83
Atlas Capital Advisors
Wyoming
$716K +$748K +14,021 New
Stifel Financial
84
Stifel Financial
Missouri
$705K +$24.4K +458 +3%
BFIM
85
Beese Fulmer Investment Management
Ohio
$703K -$32K -600 -4%
BUB
86
BBVA USA Bancshares
Texas
$698K -$636K -11,924 -47%
William Blair & Company
87
William Blair & Company
Illinois
$686K -$3.57K -67 -0.5%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$626K +$153K +2,862 +30%
SSA
89
Schonfeld Strategic Advisors
New York
$618K +$645K +12,101 New
CS
90
Credential Securities
$574K -$4.91K -92 -0.8%
TAM
91
Tyers Asset Management
Texas
$556K – – –
LMGAM
92
Liberty Mutual Group Asset Management
Massachusetts
$541K +$565K +10,600 New
OCM
93
One Capital Management
California
$535K – – –
IB
94
Intrust Bank
Kansas
$531K -$116K -2,169 -17%
LIM
95
Leavell Investment Management
Alabama
$527K – – –
SG Americas Securities
96
SG Americas Securities
New York
$519K – – –
ECM
97
ETrade Capital Management
Virginia
$517K +$69.2K +1,298 +15%
RHBC
98
R.H. Bluestein & Co
Michigan
$511K – – –
CIBC Asset Management
99
CIBC Asset Management
Ontario, Canada
$480K +$52.3K +980 +12%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$455K – – –
2 3
4
5 6

FMS Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2018, worth a combined $781M — up 0.26% from $779M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FMS positions and 19 closed out — a net gain of 16 holders — while 78 added to existing stakes and 56 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $16M. The largest seller was Marathon Asset Management (UK), cutting an estimated $20.2M.

  • 233 institutional investors held Fresenius Medical Care (FMS) as of Q1 2018, up from 220 in Q4 2017.
  • Funds reported $781M of Fresenius Medical Care stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 35 funds opened new Fresenius Medical Care positions in Q1 2018 and 19 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q1 2018 was Arrowstreet Capital, an estimated $16M added.
  • The largest Fresenius Medical Care seller in Q1 2018 was Marathon Asset Management (UK), an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2018.