We are live on ! Find out more
FMS icon

Fresenius Medical Care
FMS

233 hedge funds and large institutions have $781M invested in Fresenius Medical Care in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

39% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 56

6% more funds holding

Funds holding: 220 → 233 (+13)

0% more capital invested

Capital invested by funds: $779M → $781M (+$2.04M)

0.15% more ownership

Funds ownership: 4.81% → 4.96% (+0.15%)

Holders
233
Holders Change
+13
Holders Change %
+5.91%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
78
Reduced
56
Closed
19
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1.13M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16M
2
HL
Harding Loevner
New Jersey
+$12.8M
3
Morgan Stanley
Morgan Stanley
New York
+$9.87M
4
TIM
Thornburg Investment Management
New Mexico
+$6.42M
5
Millennium Management
Millennium Management
New York
+$3.5M

Top Sellers

1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$20.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.65M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$2.84M
4
MWNA
Marshall Wace North America
New York
-$2.54M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
101
Greenleaf Trust
Michigan
$439K +$19.8K +372 +5%
Creative Planning
102
Creative Planning
Kansas
$438K -$35.1K -658 -7%
Mariner
103
Mariner
Kansas
$436K +$97.6K +1,830 +27%
NFGCM
104
Norman Fields Gottscho Capital Management
New York
$424K -$4K -75 -0.9%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$424K +$20.1K +376 +5%
BW
106
Biegel & Waller
Maryland
$409K – – –
FWM
107
Frontier Wealth Management
Missouri
$409K – – –
Geode Capital Management
108
Geode Capital Management
Massachusetts
$406K -$41K -768 -9%
RCM
109
Riverhead Capital Management
Delaware
$388K – – –
TI
110
Trexquant Investment
Connecticut
$384K +$401K +7,520 New
PA
111
Pinnacle Associates
New York
$383K -$12.8K -240 -3%
CCM
112
Covington Capital Management
California
$382K -$5.28K -99 -1%
CMBA
113
C.M. Bidwell & Associates
Hawaii
$368K +$384K +7,200 New
BTS
114
BB&T Securities
Virginia
$353K +$48.1K +901 +15%
YMRC
115
Yorktown Management & Research Company
Virginia
$347K – – –
State Street
116
State Street
Massachusetts
$335K -$288K -5,400 -45%
DIM
117
DC Investments Management
Virginia
$334K +$85.3K +1,600 +32%
VF
118
Virtu Financial
New York
$323K +$337K +6,315 New
AG
119
Advisor Group
Arizona
$311K +$14.3K +269 +5%
YWP
120
YorkBridge Wealth Partners
New York
$311K +$45.2K +847 +16%
RFC
121
Regions Financial Corp
Alabama
$301K -$51.8K -971 -14%
LSAG
122
Lake Street Advisors Group
New Hampshire
$298K +$28.4K +533 +10%
TAM
123
Todd Asset Management
Kentucky
$290K – – –
TAM
124
Trillium Asset Management
Massachusetts
$286K -$10.6K -198 -3%
BF
125
BOK Financial
Oklahoma
$277K +$9.33K +175 +3%
3 4
5
6 7

FMS Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2018, worth a combined $781M — up 0.26% from $779M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FMS positions and 19 closed out — a net gain of 16 holders — while 78 added to existing stakes and 56 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $16M. The largest seller was Marathon Asset Management (UK), cutting an estimated $20.2M.

  • 233 institutional investors held Fresenius Medical Care (FMS) as of Q1 2018, up from 220 in Q4 2017.
  • Funds reported $781M of Fresenius Medical Care stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 35 funds opened new Fresenius Medical Care positions in Q1 2018 and 19 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q1 2018 was Arrowstreet Capital, an estimated $16M added.
  • The largest Fresenius Medical Care seller in Q1 2018 was Marathon Asset Management (UK), an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2018.