Fresenius Medical Care
FMS
177 hedge funds and large institutions have $296M invested in Fresenius Medical Care in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 31 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
4% more funds holding
Funds holding: 171 → 177 (+6)
0.22% less ownership
Funds ownership: 3.18% → 2.96% (-0.22%)
17% less capital invested
Capital invested by funds: $357M → $296M (-$61.5M)
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $574K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.8M |
| 2 |
ClearBridge Investments
New York
|
+$10.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.81M |
| 4 |
Millennium Management
New York
|
+$5.13M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$48.8M |
| 2 |
Morgan Stanley
New York
|
-$20.3M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$2.7M |
| 4 |
Two Sigma Investments
New York
|
-$2.19M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$2.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -30 | Closed |
|
|
SL
202
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$1K | -19 | Closed |
|
|
IA
203
IFP Advisors
Tampa,
Florida
| – | -$149 | -4 | Closed |
|
|
FHA
204
First Horizon Advisors
Memphis,
Tennessee
| – | +$186 | +5 | New |
|
|
GWS
205
Glassman Wealth Services
Vienna,
Virginia
| – | +$223 | +6 | +100% |
|
FMS Hedge Fund Activity: Q1 2020 in Review
177 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2020, worth a combined $296M — down 17% from $357M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FMS positions and 31 closed out — a net gain of 8 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was Bank of America, adding an estimated $12.8M. The largest seller was First Trust Advisors, exiting entirely with an estimated $48.8M sold.
- 177 institutional investors held Fresenius Medical Care (FMS) as of Q1 2020, up from 171 in Q4 2019.
- Funds reported $296M of Fresenius Medical Care stock for Q1 2020, down 17% quarter-over-quarter.
- 39 funds opened new Fresenius Medical Care positions in Q1 2020 and 31 closed out, a net change of +8 holders.
- The largest Fresenius Medical Care buyer in Q1 2020 was Bank of America, an estimated $12.8M added.
- The largest Fresenius Medical Care seller in Q1 2020 was First Trust Advisors, an estimated $48.8M sold.
Based on aggregated 13F filings for Q1 2020.