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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
TCOV
176
Trust Company of Vermont
Vermont
$27K
BFC
177
Bedel Financial Consulting
Indiana
$24K
SWP
178
Stratos Wealth Partners
Ohio
$24K +$23.7K +473 New
LFA
179
Legacy Financial Advisors
Kentucky
$22K
CFGS
180
Concourse Financial Group Securities
Alabama
$22K +$21.8K +436 New
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$21K +$2.9K +58 +16%
ST
182
Smithfield Trust
Pennsylvania
$20K
Bessemer Group
183
Bessemer Group
New Jersey
$18K +$1.95K +39 +13%
EFSCE
184
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
POIA
185
Pin Oak Investment Advisors
Texas
$17K
SSB
186
Sandy Spring Bank
Maryland
$17K
CFA
187
Carroll Financial Associates
North Carolina
$16K
JCM
188
Jacobi Capital Management
Pennsylvania
$14K
HNB
189
Huntington National Bank
Ohio
$12K
WTB
190
Washington Trust Bank
Washington
$11K
AWM
191
Aevitas Wealth Management
Massachusetts
$10K
LIA
192
LS Investment Advisors
Michigan
$10K
SIAS
193
Shine Investment Advisory Services
Colorado
$10K
VCM
194
Vigilant Capital Management
Maine
$10K
CAW
195
Cornerstone Advisors (Washington)
Washington
$10K +$3.05K +61 +45%
FPFS
196
First Personal Financial Services
North Carolina
$10K +$8.26K +165 +750%
VFA
197
Valeo Financial Advisors
Indiana
$10K +$10.1K +202 +367%
TL
198
TrueWealth LLC
Georgia
$9K
BBHC
199
Brown Brothers Harriman & Co
New York
$7K
CHP
200
Cable Hill Partners
Oregon
$7K

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.