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Fresenius Medical Care
FMS

226 hedge funds and large institutions have $764M invested in Fresenius Medical Care in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

0.03% less ownership

Funds ownership: 4.96% → 4.93% (-0.03%)

2% less capital invested

Capital invested by funds: $781M → $764M (-$17.1M)

3% less funds holding

Funds holding: 233 → 226 (-7)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
5.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
66
Reduced
59
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.23M
3
Franklin Resources
Franklin Resources
California
+$5.52M
4
TIM
Thornburg Investment Management
New Mexico
+$3.75M
5
PPA
Parametric Portfolio Associates
Washington
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.46M
3
Millennium Management
Millennium Management
New York
-$5.95M
4
Goldman Sachs
Goldman Sachs
New York
-$2.83M
5
MWNA
Marshall Wace North America
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
176
Bedel Financial Consulting
Indiana
$25K – – –
LFA
177
Legacy Financial Advisors
Kentucky
$21K – – –
ST
178
Smithfield Trust
Pennsylvania
$20K – – –
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$18K +$1.01K +20 +6%
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$3.55K -70 -17%
POIA
181
Pin Oak Investment Advisors
Texas
$17K – – –
SSB
182
Sandy Spring Bank
Maryland
$17K – – –
CFA
183
Carroll Financial Associates
North Carolina
$16K – – –
Bessemer Group
184
Bessemer Group
New Jersey
$15K – – –
JFA
185
JNBA Financial Advisors
Minnesota
$15K – – –
JCM
186
Jacobi Capital Management
Pennsylvania
$14K – – –
HNB
187
Huntington National Bank
Ohio
$12K +$811 +16 +7%
WTB
188
Washington Trust Bank
Washington
$11K – – –
AWM
189
Aevitas Wealth Management
Massachusetts
$10K – – –
LIA
190
LS Investment Advisors
Michigan
$10K – – –
SIAS
191
Shine Investment Advisory Services
Colorado
$10K – – –
VCM
192
Vigilant Capital Management
Maine
$10K – – –
GWM
193
Geneos Wealth Management
Colorado
$10K +$10.2K +201 New
HFM
194
Hartford Financial Management
Connecticut
$9K – – –
TL
195
TrueWealth LLC
Georgia
$9K – – –
ASN
196
Advisory Services Network
Georgia
$8K – – –
BBHC
197
Brown Brothers Harriman & Co
New York
$7K – – –
GRP
198
Global Retirement Partners
California
$7K – – –
CAW
199
Cornerstone Advisors (Washington)
Washington
$7K +$2.99K +59 +78%
CHP
200
Cable Hill Partners
Oregon
$6K – – –
6 7
8
9 10

FMS Hedge Fund Activity: Q2 2018 in Review

226 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2018, worth a combined $764M — down 2.2% from $781M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FMS and 28 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 66 added.

The largest buyer was Citigroup, adding an estimated $12.8M. The largest seller was Marathon Asset Management (UK), exiting entirely with an estimated $11.8M sold.

  • 226 institutional investors held Fresenius Medical Care (FMS) as of Q2 2018, down from 233 in Q1 2018.
  • Funds reported $764M of Fresenius Medical Care stock for Q2 2018, down 2.2% quarter-over-quarter.
  • 28 funds opened new Fresenius Medical Care positions in Q2 2018 and 32 closed out, a net change of -4 holders.
  • The largest Fresenius Medical Care buyer in Q2 2018 was Citigroup, an estimated $12.8M added.
  • The largest Fresenius Medical Care seller in Q2 2018 was Marathon Asset Management (UK), an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2018.