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Fresenius Medical Care
FMS

175 hedge funds and large institutions have $352M invested in Fresenius Medical Care in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 2.91% → 2.91% (+0%)

3% less capital invested

Capital invested by funds: $362M → $352M (-$10.8M)

4% less funds holding

Funds holding: 182 → 175 (-7)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 61

Holders
175
Holders Change
-7
Holders Change %
-3.85%
% of All Funds
3.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.5M
2
Goldman Sachs
Goldman Sachs
New York
+$11.3M
3
Citigroup
Citigroup
New York
+$8.82M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$5.55M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
RG
Renaissance Group
Kentucky
-$15.3M
2
Wells Fargo
Wells Fargo
California
-$7.33M
3
Jane Street
Jane Street
New York
-$6.91M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$6.84M
5
Bank of America
Bank of America
North Carolina
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
151
Macquarie Group
Australia
$5K +$5.39K +136 New
TWI
152
Thomas White International
Illinois
$4K -$198 -5 -5%
CB
153
Community Bank
New York
$4K – – –
HNB
154
Huntington National Bank
Ohio
$4K – – –
EI
155
Ellevest Inc
New York
$3K +$2.97K +75 New
APA
156
American Portfolios Advisors
New York
$2.87K +$277 +7 +11%
Bessemer Group
157
Bessemer Group
New Jersey
$2K – – –
GAM
158
Gemmer Asset Management
California
$2K – – –
TL
159
TrueWealth LLC
Georgia
$2K – – –
BlackRock
160
BlackRock
New York
$2K +$357 +9 +20%
W
161
WealthStone
Ohio
$1.1K +$1.11K +28 New
Toronto Dominion Bank
162
Toronto Dominion Bank
Ontario, Canada
$1K +$2.38K +60 New
IRC
163
Investors Research Corp
Georgia
$1K – – –
NCM
164
Nelson Capital Management
California
$1K – – –
DWM
165
Doyle Wealth Management
Florida
$1K +$634 +16 New
AC
166
Avestar Capital
New York
$1K +$713 +18 +69%
SPIA
167
Steward Partners Investment Advisory
New York
$1K +$1.66K +42 New
GT
168
Glenmede Trust
Pennsylvania
$384 +$29.5K +745 +8%
RG
169
Renaissance Group
Kentucky
– -$15.3M -377,246 Closed
Allianz Asset Management
170
Allianz Asset Management
Germany
– -$6.84M -168,784 Closed
SGH
171
Sivik Global Healthcare
Connecticut
– -$2.03M -50,000 Closed
Two Sigma Advisers
172
Two Sigma Advisers
New York
– -$985K -24,300 Closed
FIA
173
FNY Investment Advisers
New York
– -$405K -10,000 Closed
Truist Financial
174
Truist Financial
North Carolina
– -$378K -9,320 Closed
MOS
175
MGO One Seven
Ohio
– -$317K -7,837 Closed
5 6
7
8 9

FMS Hedge Fund Activity: Q2 2019 in Review

175 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2019, worth a combined $352M — down 3% from $362M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FMS and 25 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $25.5M. The largest seller was Renaissance Group, exiting entirely with an estimated $15.3M sold.

  • 175 institutional investors held Fresenius Medical Care (FMS) as of Q2 2019, down from 182 in Q1 2019.
  • Funds reported $352M of Fresenius Medical Care stock for Q2 2019, down 3% quarter-over-quarter.
  • 25 funds opened new Fresenius Medical Care positions in Q2 2019 and 31 closed out, a net change of -6 holders.
  • The largest Fresenius Medical Care buyer in Q2 2019 was Morgan Stanley, an estimated $25.5M added.
  • The largest Fresenius Medical Care seller in Q2 2019 was Renaissance Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2019.