Fresenius Medical Care
FMS
161 hedge funds and large institutions have $285M invested in Fresenius Medical Care in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 33 closing their positions.
0.12% less ownership
Funds ownership: 2.91% → 2.79% (-0.12%)
8% less funds holding
Funds holding: 175 → 161 (-14)
19% less capital invested
Capital invested by funds: $352M → $285M (-$66.3M)
39% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 33
44% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 62
50% less call options, than puts
Call options by funds: $1.3M | Put options by funds: $2.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$14.4M |
| 2 |
SG Americas Securities
New York
|
+$12.3M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
+$5.5M |
| 4 |
RC
RBF Capital
San Francisco,
California
|
+$2.36M |
| 5 |
Jane Street
New York
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.4M |
| 2 |
Goldman Sachs
New York
|
-$11.2M |
| 3 |
Citigroup
New York
|
-$9.97M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.93M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$1.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YWP
176
YorkBridge Wealth Partners
New York
| – | -$39K | -994 | Closed |
|
|
SF
177
Synovus Financial
Columbus,
Georgia
| – | -$32K | -820 | Closed |
|
|
SIM
178
Sonora Investment Management
Tucson,
Arizona
| – | -$8K | -208 | Closed |
|
|
FPFS
179
First Personal Financial Services
Charlotte,
North Carolina
| – | -$7K | -186 | Closed |
|
|
TWI
180
Thomas White International
Chicago,
Illinois
| – | -$4K | -91 | Closed |
|
|
EI
181
Ellevest Inc
New York
| – | -$3K | -75 | Closed |
|
|
AC
182
Avestar Capital
New York
| – | -$1K | -44 | Closed |
|
|
GAM
183
Gemmer Asset Management
Walnut Creek,
California
| – | -$2K | -40 | Closed |
|
184
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -39 | Closed |
|
|
W
185
WealthStone
Columbus,
Ohio
| – | -$1.1K | -28 | Closed |
|
|
DWM
186
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$1K | -16 | Closed |
|
|
FGAM
187
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$106 | +3 | +33% |
|
|
PWMG
188
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$248 | +7 | New |
|
|
GI
189
Gradient Investments
Arden Hills,
Minnesota
| – | +$425 | +12 | New |
|
FMS Hedge Fund Activity: Q3 2019 in Review
161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2019, worth a combined $285M — down 19% from $352M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of FMS and 20 opened new positions — a net loss of 13 holders — while 62 trimmed existing stakes and 35 added.
The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $12.4M.
- 161 institutional investors held Fresenius Medical Care (FMS) as of Q3 2019, down from 175 in Q2 2019.
- Funds reported $285M of Fresenius Medical Care stock for Q3 2019, down 19% quarter-over-quarter.
- 20 funds opened new Fresenius Medical Care positions in Q3 2019 and 33 closed out, a net change of -13 holders.
- The largest Fresenius Medical Care buyer in Q3 2019 was NWQ Investment Management Company, an estimated $14.4M added.
- The largest Fresenius Medical Care seller in Q3 2019 was Morgan Stanley, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2019.