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Fresenius Medical Care
FMS

233 hedge funds and large institutions have $781M invested in Fresenius Medical Care in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

39% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 56

6% more funds holding

Funds holding: 220 → 233 (+13)

0% more capital invested

Capital invested by funds: $779M → $781M (+$2.04M)

0.15% more ownership

Funds ownership: 4.81% → 4.96% (+0.15%)

Holders
233
Holders Change
+13
Holders Change %
+5.91%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
78
Reduced
56
Closed
19
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$1.13M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16M
2
HL
Harding Loevner
New Jersey
+$12.8M
3
Morgan Stanley
Morgan Stanley
New York
+$9.87M
4
TIM
Thornburg Investment Management
New Mexico
+$6.42M
5
Millennium Management
Millennium Management
New York
+$3.5M

Top Sellers

1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$20.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.65M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$2.84M
4
MWNA
Marshall Wace North America
New York
-$2.54M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1
Harding Loevner
New Jersey
$216M +$12.8M +240,540 +6%
Morgan Stanley
2
Morgan Stanley
New York
$72.1M +$9.87M +185,003 +15%
Bank of America
3
Bank of America
North Carolina
$43.3M +$75.8K +1,422 +0.2%
Northern Trust
4
Northern Trust
Illinois
$41.8M +$927K +17,378 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$30.7M +$1.18M +22,042 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$30.1M +$1.74M +32,612 +6%
PPA
7
Parametric Portfolio Associates
Washington
$26.8M +$2.3M +43,157 +9%
TIM
8
Thornburg Investment Management
New Mexico
$18.3M +$6.42M +120,411 +51%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$16.9M +$16M +299,866 +940%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$15.4M +$159K +2,983 +1%
US Bancorp
11
US Bancorp
Minnesota
$15M -$727K -13,624 -4%
Allianz Asset Management
12
Allianz Asset Management
Germany
$14.2M -$515K -9,653 -3%
AG
13
Aperio Group
California
$12.2M +$1.08M +20,208 +9%
GCC
14
Guardian Capital (Canada)
Ontario, Canada
$11.9M +$926K +17,359 +8%
Goldman Sachs
15
Goldman Sachs
New York
$11.8M +$3.79K +71 +0%
MAMU
16
Marathon Asset Management (UK)
United Kingdom
$11.8M -$20.2M -377,820 -62%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$9.22M – – –
Millennium Management
18
Millennium Management
New York
$7.51M +$3.5M +65,707 +81%
Invesco
19
Invesco
Georgia
$7.39M -$1.26M -23,611 -14%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$7.39M +$184K +3,448 +2%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$6.41M +$1.07M +20,118 +19%
Wells Fargo
22
Wells Fargo
California
$5.13M +$1.08M +20,213 +25%
First Trust Advisors
23
First Trust Advisors
Illinois
$5.12M -$198K -3,714 -4%
OAM
24
Oppenheimer Asset Management
New York
$4.73M +$317K +5,940 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.41M +$155K +2,902 +3%
1
2 3 4 5

FMS Hedge Fund Activity: Q1 2018 in Review

233 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2018, worth a combined $781M — up 0.26% from $779M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FMS positions and 19 closed out — a net gain of 16 holders — while 78 added to existing stakes and 56 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $16M. The largest seller was Marathon Asset Management (UK), cutting an estimated $20.2M.

  • 233 institutional investors held Fresenius Medical Care (FMS) as of Q1 2018, up from 220 in Q4 2017.
  • Funds reported $781M of Fresenius Medical Care stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 35 funds opened new Fresenius Medical Care positions in Q1 2018 and 19 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q1 2018 was Arrowstreet Capital, an estimated $16M added.
  • The largest Fresenius Medical Care seller in Q1 2018 was Marathon Asset Management (UK), an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2018.