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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
Charles Schwab
76
Charles Schwab
California
$377K +$387K +10,220 New
SSA
77
Schonfeld Strategic Advisors
New York
$376K +$56.7K +1,500 +17%
SG Americas Securities
78
SG Americas Securities
New York
$374K – – –
RHBC
79
R.H. Bluestein & Co
Michigan
$369K – – –
FA
80
FDx Advisors
Illinois
$362K +$371K +9,813 New
NGA
81
Naples Global Advisors
Florida
$359K +$100K +2,645 +37%
LWAM
82
Legacy Wealth Asset Management
Minnesota
$355K +$364K +9,635 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$351K -$18.9K -500 -5%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$347K +$61.2K +1,617 +21%
SFS
85
Sowell Financial Services
Arkansas
$329K +$321K +8,478 New
EGM
86
Engineers Gate Manager
New York
$299K +$306K +8,101 New
ECM
87
ExodusPoint Capital Management
New York
$283K +$290K +7,667 New
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$279K +$286K +7,574 New
ONB
89
Old National Bancorp
Indiana
$277K +$73.1K +1,932 +35%
CCM
90
Covington Capital Management
California
$276K – – –
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$269K -$25.3K -668 -8%
M&T Bank
92
M&T Bank
New York
$264K +$270K +7,152 New
TC
93
TwinBeech Capital
New York
$249K +$255K +6,749 New
ACA
94
Atlas Capital Advisors
Wyoming
$247K -$131K -3,458 -34%
LJAC
95
L.J. Altfest & Co
New York
$231K +$13.9K +368 +6%
Wolverine Trading
96
Wolverine Trading
Illinois
$227K +$232K +6,143 New
AP
97
Advisor Partners
California
$224K -$162K -4,283 -41%
American Century Companies
98
American Century Companies
Missouri
$224K +$230K +6,077 New
Neuberger Berman Group
99
Neuberger Berman Group
New York
$219K +$3.03K +80 +1%
ICP
100
Interchange Capital Partners
Pennsylvania
$213K +$212K +5,612 New
2 3
4
5 6

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.