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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
PA
101
Parallel Advisors
California
$50K -$750 -18 -1%
PFO
102
Pathstone Family Office
New Jersey
$49K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$49K +$83 +2 +0.2%
S
104
SignatureFD
Georgia
$48K -$792 -19 -2%
AP
105
Atwood & Palmer
Missouri
$48K
QCG
106
Quadrant Capital Group
Ohio
$44K -$18K -432 -29%
AssetMark Inc
107
AssetMark Inc
California
$41K -$167 -4 -0.4%
Acadian Asset Management
108
Acadian Asset Management
Massachusetts
$40K +$39.9K +958 New
BFG
109
Baron Financial Group
New Jersey
$39.9K
LWCFA
110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
FF
111
FourThought Financial
Florida
$34K +$35K +840 New
LC
112
Lindbrook Capital
California
$33K +$3.83K +92 +13%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$32K +$3.88K +93 +14%
NFG
114
Next Financial Group
Texas
$30K
HNB
115
Huntington National Bank
Ohio
$29K -$42 -1 -0.1%
PWPS
116
Pinnacle Wealth Planning Services
Ohio
$29K +$29.1K +699 New
FTDI
117
First Trust Direct Indexing
Massachusetts
$28K +$28.5K +683 New
AA
118
Ancora Advisors
Ohio
$25K
CYG
119
Clean Yield Group
Vermont
$25K
JIR
120
James Investment Research
Ohio
$22K -$10.7K -257 -33%
AFIA
121
America First Investment Advisors
Nebraska
$22K -$5.83K -140 -21%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$22K
HIA
123
Harbor Investment Advisory
Maryland
$22K
BFC
124
Bedel Financial Consulting
Indiana
$21K
EI
125
Ellevest Inc
New York
$20K +$19.4K +465 +1,722%

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.