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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
PP
126
PrairieView Partners
Minnesota
$17K
JP Morgan Chase
127
JP Morgan Chase
New York
$17K +$3.71K +89 +29%
GWS
128
Glassman Wealth Services
Virginia
$17K +$7.5K +180 +75%
VCG
129
Vantage Consulting Group
Virginia
$16K +$15.6K +375 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$15K -$16.6K -398 -52%
PCG
131
Private Capital Group
Connecticut
$15K +$959 +23 +7%
FRA
132
Front Row Advisors
California
$14K
JFA
133
JNBA Financial Advisors
Minnesota
$13K
CBT
134
CoreFirst Bank & Trust
Kansas
$13K +$13.1K +314 New
GG
135
Gleason Group
Kentucky
$11K
TPCW
136
TD Private Client Wealth
New York
$10.9K +$10.6K +255 +3,643%
HIM
137
Hillsdale Investment Management
Ontario, Canada
$10K
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$9K -$1K -24 -9%
MLFP
139
MPS Loria Financial Planners
Illinois
$9K
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$9K +$834 +20 +10%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.6K +$1.33K +32 +18%
Macquarie Group
142
Macquarie Group
Australia
$8K
VCM
143
Vigilant Capital Management
Maine
$8K
AWM
144
Avior Wealth Management
Nebraska
$8K +$8.5K +204 New
TCOV
145
Trust Company of Vermont
Vermont
$7K
JWM
146
Janiczek Wealth Management
Colorado
$7K +$4.5K +108 +150%
ASN
147
Advisory Services Network
Georgia
$6K -$7.21K -173 -56%
HFA
148
HC Financial Advisors
California
$6K
SSB
149
Sandy Spring Bank
Maryland
$6K
BBHC
150
Brown Brothers Harriman & Co
New York
$5K

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.