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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
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$5K
FPS
152
Fieldpoint Private Securities
Connecticut
$5K +$4.79K +115 New
BlackRock
153
BlackRock
New York
$4K -$4.21K -101 -54%
BAM
154
Bellevue Asset Management
Washington
$4K
CB
155
Community Bank
New York
$4K
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
TAIM
157
TD Ameritrade Investment Management
Nebraska
$4K
ZB
158
Zions Bancorporation
Utah
$4K +$708 +17 +20%
APA
159
American Portfolios Advisors
New York
$3.03K
CFA
160
Carroll Financial Associates
North Carolina
$3K
EWM
161
Endurance Wealth Management
Rhode Island
$3K
EW
162
Evoke Wealth
California
$3K
PWMG
163
Prestige Wealth Management Group
New Jersey
$3K
LWM
164
Liberty Wealth Management
California
$3K +$3.5K +84 New
CT
165
Caldwell Trust
Florida
$2.74K
BCA
166
Berman Capital Advisors
Georgia
$2K
GAM
167
Gemmer Asset Management
California
$2K +$667 +16 +39%
ABC
168
Associated Banc-Corp
Wisconsin
$1K
IRC
169
Investors Research Corp
Georgia
$1K
CCA
170
Column Capital Advisors
Indiana
$1K +$125 +3 +12%
RPWA
171
Regent Peak Wealth Advisors
Georgia
$1K +$542 +13 New
GRP
172
Global Retirement Partners
California
$1K +$1.13K +27 New
UFF
173
USA Financial Formulas
Michigan
$1K +$1.29K +31 New
BSSFA
174
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.38K +33 New
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
-$12.3M -290,150 Closed

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.