We are live on ! Find out more
FMS icon

Fresenius Medical Care

223 hedge funds and large institutions have $772M invested in Fresenius Medical Care in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $303K

1% more capital invested

Capital invested by funds: $764M → $772M (+$8.31M)

0.03% less ownership

Funds ownership: 4.93%4.89% (-0.03%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 226223 (-3)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
57
Reduced
70
Closed
29
Calls
$1.59M
Puts
$303K
Net Calls
+$1.29M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$119K -$33.8K -675 -23%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$113K -$12.1K -242 -10%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$101K -$14.3K -286 -13%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.7K +$2.55K +51 +3%
PA
155
Parallel Advisors
California
$93K
AP
156
Atwood & Palmer
Missouri
$92K -$10.5K -210 -10%
IA
157
IFP Advisors
Florida
$86K +$1.05K +21 +1%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$68.1K +$66.3K +1,325 New
BC
159
Bartlett & Co
Ohio
$68K +$66.3K +1,325 New
RCAG
160
Rehmann Capital Advisory Group
Michigan
$67.4K -$19.7K -393 -23%
HI
161
Harrington Investments
California
$66K
SWM
162
SeaCrest Wealth Management
New York
$61K
First Manhattan
163
First Manhattan
New York
$53K
WA
164
WealthTrust-Arizona
Arizona
$51K -$350 -7 -0.7%
TRCT
165
Tower Research Capital (TRC)
New York
$50K +$48.3K +966 New
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
MAM
167
Magellan Asset Management
Australia
$48K
AssetMark Inc
168
AssetMark Inc
California
$48K +$15.6K +311 +50%
SF
169
Synovus Financial
Georgia
$48K +$47.2K +944 New
PCP
170
Proficio Capital Partners
Massachusetts
$47K -$6.01K -120 -12%
ZB
171
Zions Bancorporation
Utah
$37K +$36K +720 New
AFIA
172
America First Investment Advisors
Nebraska
$35K
FGAM
173
Financial Gravity Asset Management
Texas
$33K -$100 -2 -0.2%
IP
174
Intellectus Partners
California
$33K
AA
175
Ancora Advisors
Ohio
$31K +$30K +600 New

FMS Hedge Fund Activity: Q3 2018 in Review

223 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2018, worth a combined $772M — up 1.1% from $764M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMS and 27 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 57 added.

The largest buyer was Renaissance Group, opening a new position worth an estimated $16.9M. The largest seller was Bank of America, cutting an estimated $8.6M.

  • 223 institutional investors held Fresenius Medical Care (FMS) as of Q3 2018, down from 226 in Q2 2018.
  • Funds reported $772M of Fresenius Medical Care stock for Q3 2018, up 1.1% quarter-over-quarter.
  • 27 funds opened new Fresenius Medical Care positions in Q3 2018 and 29 closed out, a net change of -2 holders.
  • The largest Fresenius Medical Care buyer in Q3 2018 was Renaissance Group, an estimated $16.9M added.
  • The largest Fresenius Medical Care seller in Q3 2018 was Bank of America, an estimated $8.6M sold.

Based on aggregated 13F filings for Q3 2018.