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Fresenius Medical Care

179 hedge funds and large institutions have $393M invested in Fresenius Medical Care in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $736K

33% more capital invested

Capital invested by funds: $296M → $393M (+$97.4M)

1% more funds holding

Funds holding: 177179 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0.1% more ownership

Funds ownership: 2.96%3.06% (+0.1%)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
3.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
44
Reduced
54
Closed
33
Calls
$1.03M
Puts
$736K
Net Calls
+$290K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.2M +$10M +253,773 +18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$27.8M +$423K +10,716 +2%
Bank of America
3
Bank of America
North Carolina
$27.8M -$2.25M -57,065 -8%
TIM
4
Thornburg Investment Management
New Mexico
$27.5M +$1.81M +45,910 +8%
Northern Trust
5
Northern Trust
Illinois
$19.2M -$1.01M -25,662 -5%
PPA
6
Parametric Portfolio Associates
Washington
$16.8M +$897K +22,699 +6%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$15.5M -$2.43M -61,402 -15%
TAM
8
Todd Asset Management
Kentucky
$15.4M +$14M +354,809 New
Goldman Sachs
9
Goldman Sachs
New York
$12.4M -$1.06M -26,750 -9%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$10.6M
ClearBridge Investments
11
ClearBridge Investments
New York
$10.5M -$1.5M -37,852 -14%
TRSOTSOK
12
Teachers Retirement System of the State of Kentucky
Kentucky
$9.7M +$8.85M +224,000 New
OMC
13
Old Mission Capital
Illinois
$8.41M -$624K -15,788 -8%
AG
14
Aperio Group
California
$8.16M -$772K -19,544 -9%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.98M -$363K -9,190 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.62M +$6.1M +154,476 +720%
Citadel Advisors
17
Citadel Advisors
Florida
$5.5M +$1.25M +31,632 +33%
Franklin Resources
18
Franklin Resources
California
$5.36M -$558K -14,120 -11%
UBS Group
19
UBS Group
Switzerland
$5.1M +$39.6K +1,003 +0.9%
Millennium Management
20
Millennium Management
New York
$4.92M -$3.54M -89,671 -44%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.29M -$104K -2,621 -3%
CRC
22
Curi RMB Capital
Illinois
$3.25M +$137K +3,460 +5%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$3.18M +$1.54M +38,966 +113%
Invesco
24
Invesco
Georgia
$2.99M -$3.97M -100,431 -59%
LG
25
Leuthold Group
Minnesota
$2.89M -$68.5K -1,733 -3%

FMS Hedge Fund Activity: Q2 2020 in Review

179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2020, worth a combined $393M — up 33% from $296M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FMS positions and 33 closed out — a net gain of 3 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Todd Asset Management, opening a new position worth an estimated $14M. The largest seller was Invesco, cutting an estimated $3.97M.

  • 179 institutional investors held Fresenius Medical Care (FMS) as of Q2 2020, up from 177 in Q1 2020.
  • Funds reported $393M of Fresenius Medical Care stock for Q2 2020, up 33% quarter-over-quarter.
  • 36 funds opened new Fresenius Medical Care positions in Q2 2020 and 33 closed out, a net change of +3 holders.
  • The largest Fresenius Medical Care buyer in Q2 2020 was Todd Asset Management, an estimated $14M added.
  • The largest Fresenius Medical Care seller in Q2 2020 was Invesco, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2020.