We are live on ! Find out more
FMS icon

Fresenius Medical Care

223 hedge funds and large institutions have $772M invested in Fresenius Medical Care in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $303K

1% more capital invested

Capital invested by funds: $764M → $772M (+$8.31M)

0.03% less ownership

Funds ownership: 4.93%4.89% (-0.03%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 226223 (-3)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
57
Reduced
70
Closed
29
Calls
$1.59M
Puts
$303K
Net Calls
+$1.29M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$684K +$2.55K +51 +0.4%
CIM
77
Confluence Investment Management
Missouri
$680K -$34.7K -693 -5%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$639K -$13.9K -278 -2%
CQS
79
Credential Qtrade Securities
$639K +$622K +12,420 New
BFIM
80
Beese Fulmer Investment Management
Ohio
$633K -$17.9K -358 -3%
DIM
81
DC Investments Management
Virginia
$622K -$202K -4,032 -25%
Citadel Advisors
82
Citadel Advisors
Florida
$581K +$95.2K +1,903 +20%
TAM
83
Tyers Asset Management
Texas
$559K
HSBC Holdings
84
HSBC Holdings
United Kingdom
$556K -$99.4K -1,987 -16%
LMGAM
85
Liberty Mutual Group Asset Management
Massachusetts
$545K
OCM
86
One Capital Management
California
$539K
Geode Capital Management
87
Geode Capital Management
Massachusetts
$539K +$31.4K +627 +6%
GCAC
88
Guardian Capital Advisors (Canada)
Ontario, Canada
$539K +$248K +4,960 +88%
RHBC
89
R.H. Bluestein & Co
Michigan
$514K
LIM
90
Leavell Investment Management
Alabama
$461K -$30.5K -609 -6%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$458K
Creative Planning
92
Creative Planning
Kansas
$445K +$4.7K +94 +1%
GT
93
Greenleaf Trust
Michigan
$431K -$76.7K -1,532 -15%
AG
94
Advisor Group
Arizona
$421K +$80.2K +1,602 +24%
FB
95
Fulton Bank
Pennsylvania
$415K +$403K +8,058 New
ACA
96
Atlas Capital Advisors
Wyoming
$415K -$192K -3,831 -33%
BW
97
Biegel & Waller
Maryland
$411K
FWM
98
Frontier Wealth Management
Missouri
$411K
YWP
99
YorkBridge Wealth Partners
New York
$405K +$250 +5 +0.1%
CIBC Asset Management
100
CIBC Asset Management
Ontario, Canada
$399K -$36K -720 -8%

FMS Hedge Fund Activity: Q3 2018 in Review

223 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2018, worth a combined $772M — up 1.1% from $764M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMS and 27 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 57 added.

The largest buyer was Renaissance Group, opening a new position worth an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $8.6M.

  • 223 institutional investors held Fresenius Medical Care (FMS) as of Q3 2018, down from 226 in Q2 2018.
  • Funds reported $772M of Fresenius Medical Care stock for Q3 2018, up 1.1% quarter-over-quarter.
  • 27 funds opened new Fresenius Medical Care positions in Q3 2018 and 29 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q3 2018 was Renaissance Group, an estimated $16.9M added.
  • The largest Fresenius Medical Care seller in Q3 2018 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2018.