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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
Jane Street
76
Jane Street
New York
$344K -$302K -7,239 -47%
BWA
77
BDO Wealth Advisors
Florida
$332K
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$331K -$12.7K -304 -4%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$324K -$20.2K -484 -6%
LIM
80
Leavell Investment Management
Alabama
$324K
CG
81
Colony Group
Massachusetts
$312K +$17.9K +429 +6%
CCM
82
Covington Capital Management
California
$310K
Creative Planning
83
Creative Planning
Kansas
$295K -$4.79K -115 -2%
NGA
84
Naples Global Advisors
Florida
$295K +$7.71K +185 +3%
LJAC
85
L.J. Altfest & Co
New York
$245K -$1K -24 -0.4%
Neuberger Berman Group
86
Neuberger Berman Group
New York
$244K
LPL Financial
87
LPL Financial
California
$242K +$243K +5,831 New
YIH
88
Y-Intercept (HK)
Hong Kong
$236K +$237K +5,677 New
ONB
89
Old National Bancorp
Indiana
$231K -$5.25K -126 -2%
EVM
90
Eaton Vance Management
Massachusetts
$221K -$3.13K -75 -1%
PA
91
Pinnacle Associates
New York
$211K
CBA
92
Coastal Bridge Advisors
Connecticut
$201K
MMPW
93
Mitchell McLeod Pugh & Williams
Alabama
$201K
FCI
94
Financial Counselors Inc
Kansas
$200K -$875 -21 -0.4%
IA
95
IFG Advisory
Georgia
$200K +$917 +22 +0.5%
Osaic Holdings
96
Osaic Holdings
Arizona
$148K +$10.7K +257 +8%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$132K +$5.96K +143 +5%
TRCT
98
Tower Research Capital (TRC)
New York
$101K +$102K +2,444 New
AAM
99
Advisors Asset Management
Colorado
$73K +$51.6K +1,238 +237%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$71K +$64.7K +1,552 +924%

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.