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Fresenius Medical Care
FMS

159 hedge funds and large institutions have $905M invested in Fresenius Medical Care in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $671K | Put options by funds: $560K

15% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 48

7% more capital invested

Capital invested by funds: $848M → $905M (+$57.5M)

1.88% more ownership

Funds ownership: 6.96% → 8.83% (+1.9%)

8% less funds holding

Funds holding: 173 → 159 (-14)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
159
Holders Change
-14
Holders Change %
-8.09%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
55
Reduced
48
Closed
24
Calls
$671K
Puts
$560K
Net Calls
+$111K
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$250M
2
First Trust Advisors
First Trust Advisors
Illinois
+$9.96M
3
TBC
Tweedy, Browne Co
Connecticut
+$9.56M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.79M
5
Bank of America
Bank of America
North Carolina
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.9M
2
TAM
Todd Asset Management
Kentucky
-$11.6M
3
Northern Trust
Northern Trust
Illinois
-$9.65M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$8M
5
Morgan Stanley
Morgan Stanley
New York
-$5.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
176
TCI Wealth Advisors
Arizona
– -$8K -200 Closed
TCOV
177
Trust Company of Vermont
Vermont
– -$7K -160 Closed
ASN
178
Advisory Services Network
Georgia
– -$6K -134 Closed
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
– -$4K -98 Closed
FMP
180
Financial Management Professionals
Texas
– -$2.73K -70 -86%
MAM
181
Meeder Asset Management
Ohio
– -$117 -3 -50%
BIA
182
Bell Investment Advisors
California
– +$469 +12 New
4 5 6 7
8

FMS Hedge Fund Activity: Q3 2021 in Review

159 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2021, worth a combined $905M — up 6.8% from $848M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FMS and 13 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 55 added.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $250M. The largest seller was Royal Bank of Canada, cutting an estimated $18.9M.

  • 159 institutional investors held Fresenius Medical Care (FMS) as of Q3 2021, down from 173 in Q2 2021.
  • Funds reported $905M of Fresenius Medical Care stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 13 funds opened new Fresenius Medical Care positions in Q3 2021 and 24 closed out, a net change of -11 holders.
  • The largest Fresenius Medical Care buyer in Q3 2021 was Pzena Investment Management, an estimated $250M added.
  • The largest Fresenius Medical Care seller in Q3 2021 was Royal Bank of Canada, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2021.