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Fresenius Medical Care
FMS

173 hedge funds and large institutions have $848M invested in Fresenius Medical Care in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $411K | Put options by funds: $233K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more capital invested

Capital invested by funds: $715M → $848M (+$133M)

4% more funds holding

Funds holding: 167 → 173 (+6)

0.35% more ownership

Funds ownership: 6.61% → 6.96% (+0.35%)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
54
Reduced
44
Closed
22
Calls
$411K
Puts
$233K
Net Calls
+$178K
Net Calls Change
-$4.26M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$44.8M
2
Citigroup
Citigroup
New York
+$15.6M
3
Goldman Sachs
Goldman Sachs
New York
+$5.28M
4
Jane Street
Jane Street
New York
+$4.78M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$4M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$8.46M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.69M
3
Morgan Stanley
Morgan Stanley
New York
-$5.99M
4
SGH
Sivik Global Healthcare
Connecticut
-$5.35M
5
Wells Fargo
Wells Fargo
California
-$4.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$407K +$15K +375 +4%
LWAM
77
Legacy Wealth Asset Management
Minnesota
$404K +$2.88K +72 +0.7%
Osaic Holdings
78
Osaic Holdings
Arizona
$403K -$56.3K -1,409 -13%
FA
79
FDx Advisors
Illinois
$399K -$8.67K -217 -2%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$395K -$408K -10,204 -52%
Charles Schwab
81
Charles Schwab
California
$377K -$46K -1,151 -11%
LNWWM
82
Laird Norton Wetherby Wealth Management
California
$356K +$51.4K +1,287 +18%
CWM
83
Calamos Wealth Management
Illinois
$333K +$320K +8,000 New
American Century Companies
84
American Century Companies
Missouri
$330K +$74.2K +1,855 +31%
Wells Fargo
85
Wells Fargo
California
$322K -$4.93M -123,324 -94%
CCM
86
Covington Capital Management
California
$311K – – –
ACA
87
Atlas Capital Advisors
Wyoming
$301K +$22.4K +560 +8%
JP Morgan Chase
88
JP Morgan Chase
New York
$270K +$173K +4,326 +200%
Millennium Management
89
Millennium Management
New York
$266K +$256K +6,403 New
M&T Bank
90
M&T Bank
New York
$265K -$30.8K -771 -11%
AP
91
Advisor Partners
California
$263K +$10.2K +256 +4%
AWM
92
Altium Wealth Management
New York
$261K +$251K +6,286 New
E
93
Ergoteles
New York
$254K +$244K +6,100 New
WFI
94
West Family Investments
California
$254K +$244K +6,100 New
Neuberger Berman Group
95
Neuberger Berman Group
New York
$244K -$3.2K -80 -1%
CCM
96
Coerente Capital Management
Ontario, Canada
$239K -$4.09M -102,209 -95%
Truist Financial
97
Truist Financial
North Carolina
$234K +$7.16K +179 +3%
KAS
98
Kestra Advisory Services
Texas
$227K -$2.88K -72 -1%
ONB
99
Old National Bancorp
Indiana
$214K -$93.6K -2,341 -31%
PA
100
Pinnacle Associates
New York
$209K +$201K +5,034 New
2 3
4
5 6

FMS Hedge Fund Activity: Q2 2021 in Review

173 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2021, worth a combined $848M — up 19% from $715M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FMS positions and 22 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $44.8M. The largest seller was Cambiar Investors, cutting an estimated $8.46M.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q2 2021, up from 167 in Q1 2021.
  • Funds reported $848M of Fresenius Medical Care stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new Fresenius Medical Care positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q2 2021 was Fiduciary Management Inc, an estimated $44.8M added.
  • The largest Fresenius Medical Care seller in Q2 2021 was Cambiar Investors, an estimated $8.46M sold.

Based on aggregated 13F filings for Q2 2021.