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Fresenius Medical Care

182 hedge funds and large institutions have $362M invested in Fresenius Medical Care in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.8% less ownership

Funds ownership: 3.71%2.91% (-0.8%)

2% less capital invested

Capital invested by funds: $370M → $362M (-$7.92M)

8% less funds holding

Funds holding: 197182 (-15)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

35% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 37

Holders
182
Holders Change
-15
Holders Change %
-7.61%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
62
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.9M -$10.5M -280,691 -19%
TIM
2
Thornburg Investment Management
New Mexico
$38M +$9.95M +266,811 +40%
Bank of America
3
Bank of America
North Carolina
$25.8M +$2.67M +71,663 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.4M -$1M -26,898 -4%
Northern Trust
5
Northern Trust
Illinois
$19.8M -$11.1M -296,974 -38%
RG
6
Renaissance Group
Kentucky
$15.3M +$3.51M +94,236 +33%
PPA
7
Parametric Portfolio Associates
Washington
$14.2M +$195K +5,238 +2%
Goldman Sachs
8
Goldman Sachs
New York
$9.73M +$531K +14,251 +6%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.3M -$2.25M -60,346 -21%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$8.55M
Wells Fargo
11
Wells Fargo
California
$8.01M +$653K +17,527 +10%
AG
12
Aperio Group
California
$7.99M +$123K +3,296 +2%
BNP Paribas Asset Management
13
BNP Paribas Asset Management
France
$7.63M +$268K +7,176 +4%
Jane Street
14
Jane Street
New York
$7.36M +$22.4K +602 +0.3%
Franklin Resources
15
Franklin Resources
California
$7.18M -$99.4K -2,666 -1%
Invesco
16
Invesco
Georgia
$7.11M +$256K +6,875 +4%
Allianz Asset Management
17
Allianz Asset Management
Germany
$6.84M +$545K +14,614 +9%
Marshall Wace
18
Marshall Wace
United Kingdom
$6.47M +$2.2M +58,904 +58%
Two Sigma Investments
19
Two Sigma Investments
New York
$6.04M -$3.14M -84,255 -36%
MWNA
20
Marshall Wace North America
New York
$5.17M +$3.94M +105,765 +484%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$5.14M -$8.9M -238,780 -65%
DPIM
22
Duff & Phelps Investment Management
Illinois
$3.68M +$3.38M +90,712 New
First Trust Advisors
23
First Trust Advisors
Illinois
$3.51M +$359K +9,624 +13%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.19M -$1.74M -46,544 -37%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$3.16M

FMS Hedge Fund Activity: Q1 2019 in Review

182 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2019, worth a combined $362M — down 2.1% from $370M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FMS and 24 opened new positions — a net loss of 13 holders — while 62 trimmed existing stakes and 45 added.

The largest buyer was Thornburg Investment Management, adding an estimated $9.95M. The largest seller was Deutsche Bank, cutting an estimated $11.2M.

  • 182 institutional investors held Fresenius Medical Care (FMS) as of Q1 2019, down from 197 in Q4 2018.
  • Funds reported $362M of Fresenius Medical Care stock for Q1 2019, down 2.1% quarter-over-quarter.
  • 24 funds opened new Fresenius Medical Care positions in Q1 2019 and 37 closed out, a net change of -13 holders.
  • The largest Fresenius Medical Care buyer in Q1 2019 was Thornburg Investment Management, an estimated $9.95M added.
  • The largest Fresenius Medical Care seller in Q1 2019 was Deutsche Bank, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2019.