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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
GRP
201
Global Retirement Partners
California
$7K
HFM
202
Hartford Financial Management
Connecticut
$6K -$2.5K -50 -29%
ASN
203
Advisory Services Network
Georgia
$6K -$1.35K -27 -18%
TWI
204
Thomas White International
Illinois
$6K
BlackRock
205
BlackRock
New York
$5K -$27.4K -548 -85%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$5K -$851 -17 -15%
LNB
207
Ledyard National Bank
$4K
FHA
208
First Horizon Advisors
Tennessee
$4K +$1.1K +22 +37%
APA
209
American Portfolios Advisors
New York
$3.39K -$48.1K -961 -94%
TFS
210
TrustCore Financial Services
Tennessee
$3K
IDBONY
211
Israel Discount Bank of New York
New York
$3K +$2.5K +50 New
PFO
212
Pathstone Family Office
New Jersey
$3K +$3K +60 New
PCG
213
Private Capital Group
Connecticut
$3K +$3.55K +71 +2,367%
FHA
214
Flagship Harbor Advisors
Massachusetts
$2K
IAS
215
IMA Advisory Services
Colorado
$2K
MSA
216
Marino Stram & Associates
Massachusetts
$2K
AAP
217
Arax Advisory Partners
Colorado
$1K -$801 -16 -47%
FHB
218
First Hawaiian Bank
Hawaii
$1K +$1.25K +25 New
WSTAM
219
Wilbanks Smith & Thomas Asset Management
Virginia
$1K +$1.45K +29 New
FRA
220
Front Row Advisors
California
$8 +$3.7K +74 +55%
William Blair Investment Management
221
William Blair Investment Management
Illinois
-$4.12M -81,888 Closed
Millennium Management
222
Millennium Management
New York
-$1.49M -29,551 Closed
MF
223
Magnetar Financial
Illinois
-$871K -17,300 Closed
CB
224
Commerce Bank
Missouri
-$828K -16,435 Closed
Pacer Advisors
225
Pacer Advisors
Pennsylvania
-$823K -16,339 Closed

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.