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Fresenius Medical Care
FMS

173 hedge funds and large institutions have $848M invested in Fresenius Medical Care in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $411K | Put options by funds: $233K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more capital invested

Capital invested by funds: $715M → $848M (+$133M)

4% more funds holding

Funds holding: 167 → 173 (+6)

0.35% more ownership

Funds ownership: 6.61% → 6.96% (+0.35%)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
54
Reduced
44
Closed
22
Calls
$411K
Puts
$233K
Net Calls
+$178K
Net Calls Change
-$4.26M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$44.8M
2
Citigroup
Citigroup
New York
+$15.6M
3
Goldman Sachs
Goldman Sachs
New York
+$5.28M
4
Jane Street
Jane Street
New York
+$4.78M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$4M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$8.46M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.69M
3
Morgan Stanley
Morgan Stanley
New York
-$5.99M
4
SGH
Sivik Global Healthcare
Connecticut
-$5.35M
5
Wells Fargo
Wells Fargo
California
-$4.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
151
Advisory Services Network
Georgia
$6K +$5.36K +134 New
FPS
152
Fieldpoint Private Securities
Connecticut
$5K – – –
LPWM
153
Lake Point Wealth Management
Texas
$5K +$4.76K +119 New
TAIM
154
TD Ameritrade Investment Management
Nebraska
$4K -$480 -12 -12%
CB
155
Community Bank
New York
$4K – – –
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
BCA
157
Berman Capital Advisors
Georgia
$3K – – –
CBT
158
CoreFirst Bank & Trust
Kansas
$3K – – –
EW
159
Evoke Wealth
California
$3K – – –
PWMG
160
Prestige Wealth Management Group
New Jersey
$3K – – –
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.56K +64 New
FMP
162
Financial Management Professionals
Texas
$3K +$3.24K +81 New
APA
163
American Portfolios Advisors
New York
$2.74K – – –
CT
164
Caldwell Trust
Florida
$2.74K – – –
Deutsche Bank
165
Deutsche Bank
Germany
$2K -$80 -2 -4%
EWM
166
Endurance Wealth Management
Rhode Island
$2K – – –
GAM
167
Gemmer Asset Management
California
$2K – – –
JWM
168
Janiczek Wealth Management
Colorado
$2K +$1.92K +48 New
CCA
169
Column Capital Advisors
Indiana
$1K -$120 -3 -10%
IRC
170
Investors Research Corp
Georgia
$1K – – –
BBHC
171
Brown Brothers Harriman & Co
New York
$5 – – –
SGH
172
Sivik Global Healthcare
Connecticut
– -$5.35M -145,000 Closed
DA
173
DCF Advisers
Connecticut
– -$1.6M -43,400 Closed
Renaissance Technologies
174
Renaissance Technologies
New York
– -$1.54M -41,900 Closed
MFM
175
MD Financial Management
Ontario, Canada
– -$1.25M -34,000 Closed
4 5 6
7
8

FMS Hedge Fund Activity: Q2 2021 in Review

173 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2021, worth a combined $848M — up 19% from $715M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FMS positions and 22 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $44.8M. The largest seller was Cambiar Investors, cutting an estimated $8.46M.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q2 2021, up from 167 in Q1 2021.
  • Funds reported $848M of Fresenius Medical Care stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new Fresenius Medical Care positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q2 2021 was Fiduciary Management Inc, an estimated $44.8M added.
  • The largest Fresenius Medical Care seller in Q2 2021 was Cambiar Investors, an estimated $8.46M sold.

Based on aggregated 13F filings for Q2 2021.