Fresenius Medical Care
FMS
171 hedge funds and large institutions have $357M invested in Fresenius Medical Care in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 23 closing their positions.
65% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 23
29% more call options, than puts
Call options by funds: $3.21M | Put options by funds: $2.49M
25% more capital invested
Capital invested by funds: $285M → $357M (+$71.9M)
6% more funds holding
Funds holding: 161 → 171 (+10)
0.39% more ownership
Funds ownership: 2.79% → 3.18% (+0.39%)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$44.2M |
| 2 |
Morgan Stanley
New York
|
+$16.3M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$2.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$2.44M |
| 5 |
Millennium Management
New York
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$12.2M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$8.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.41M |
| 4 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$3.11M |
| 5 |
JP Morgan Chase
New York
|
-$2.65M |
FMS Hedge Fund Activity: Q4 2019 in Review
171 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2019, worth a combined $357M — up 25% from $285M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FMS positions and 23 closed out — a net gain of 15 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $44.2M. The largest seller was SG Americas Securities, cutting an estimated $12.2M.
- 171 institutional investors held Fresenius Medical Care (FMS) as of Q4 2019, up from 161 in Q3 2019.
- Funds reported $357M of Fresenius Medical Care stock for Q4 2019, up 25% quarter-over-quarter.
- 38 funds opened new Fresenius Medical Care positions in Q4 2019 and 23 closed out, a net change of +15 holders.
- The largest Fresenius Medical Care buyer in Q4 2019 was First Trust Advisors, an estimated $44.2M added.
- The largest Fresenius Medical Care seller in Q4 2019 was SG Americas Securities, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2019.