Fresenius Medical Care
159 hedge funds and large institutions have $905M invested in Fresenius Medical Care in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 24 closing their positions.
20% more call options, than puts
Call options by funds: $671K | Put options by funds: $560K
15% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 48
7% more capital invested
Capital invested by funds: $848M → $905M (+$57.5M)
1.88% more ownership
Funds ownership: 6.96% → 8.83% (+1.9%)
8% less funds holding
Funds holding: 173 → 159 (-14)
46% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$250M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.96M |
| 3 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
+$9.56M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.79M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.9M |
| 2 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$11.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$9.65M |
| 4 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$8M |
| 5 |
Morgan Stanley
New York
|
-$5.58M |
FMS Hedge Fund Activity: Q3 2021 in Review
159 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2021, worth a combined $905M — up 6.8% from $848M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of FMS and 13 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 55 added.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $250M. The largest seller was Royal Bank of Canada, cutting an estimated $18.9M.
- 159 institutional investors held Fresenius Medical Care (FMS) as of Q3 2021, down from 173 in Q2 2021.
- Funds reported $905M of Fresenius Medical Care stock for Q3 2021, up 6.8% quarter-over-quarter.
- 13 funds opened new Fresenius Medical Care positions in Q3 2021 and 24 closed out, a net change of -11 holders.
- The largest Fresenius Medical Care buyer in Q3 2021 was Pzena Investment Management, an estimated $250M added.
- The largest Fresenius Medical Care seller in Q3 2021 was Royal Bank of Canada, an estimated $18.9M sold.
Based on aggregated 13F filings for Q3 2021.