Fresenius Medical Care
FMS
167 hedge funds and large institutions have $715M invested in Fresenius Medical Care in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 45 closing their positions.
2,411% more call options, than puts
Call options by funds: $4.62M | Put options by funds: $184K
64% more capital invested
Capital invested by funds: $436M → $715M (+$279M)
49% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 35
3.17% more ownership
Funds ownership: 3.44% → 6.61% (+3.2%)
6% less funds holding
Funds holding: 178 → 167 (-11)
22% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 45
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$246M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$58.6M |
| 3 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
+$20M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$11.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$24.2M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$7.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.92M |
| 5 |
Bank of New York Mellon
New York
|
-$3.82M |
FMS Hedge Fund Activity: Q1 2021 in Review
167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2021, worth a combined $715M — up 64% from $436M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of FMS and 35 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 52 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $246M. The largest seller was Morgan Stanley, cutting an estimated $25M.
- 167 institutional investors held Fresenius Medical Care (FMS) as of Q1 2021, down from 178 in Q4 2020.
- Funds reported $715M of Fresenius Medical Care stock for Q1 2021, up 64% quarter-over-quarter.
- 35 funds opened new Fresenius Medical Care positions in Q1 2021 and 45 closed out, a net change of -10 holders.
- The largest Fresenius Medical Care buyer in Q1 2021 was Fiduciary Management Inc, an estimated $246M added.
- The largest Fresenius Medical Care seller in Q1 2021 was Morgan Stanley, an estimated $25M sold.
Based on aggregated 13F filings for Q1 2021.