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Fresenius Medical Care

181 hedge funds and large institutions have $385M invested in Fresenius Medical Care in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1% more funds holding

Funds holding: 179181 (+2)

0% more ownership

Funds ownership: 3.06%3.06% (+0%)

2% less capital invested

Capital invested by funds: $393M → $385M (-$8.56M)

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
63
Reduced
41
Closed
18
Calls
$646K
Puts
Net Calls
+$646K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.7M -$2.17M -50,316 -3%
Bank of America
2
Bank of America
North Carolina
$29.7M +$2.43M +56,436 +9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.2M -$1.13M -26,160 -4%
TIM
4
Thornburg Investment Management
New Mexico
$25.1M -$1.99M -46,171 -7%
Northern Trust
5
Northern Trust
Illinois
$18.6M -$171K -3,974 -0.9%
TAM
6
Todd Asset Management
Kentucky
$18.4M +$3.38M +78,480 +22%
PPA
7
Parametric Portfolio Associates
Washington
$17.5M +$1.07M +24,900 +6%
Goldman Sachs
8
Goldman Sachs
New York
$13.3M +$1.24M +28,805 +10%
BNP Paribas Asset Management
9
BNP Paribas Asset Management
France
$12.3M -$2.9M -67,312 -19%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$11.5M +$1.98M +46,000 +21%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$10.4M
AG
12
Aperio Group
California
$8.15M +$147K +3,398 +2%
ClearBridge Investments
13
ClearBridge Investments
New York
$7.64M -$2.68M -62,179 -26%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.26M -$214K -4,953 -3%
JFL
15
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.67M -$1.17M -27,187 -15%
UBS Group
16
UBS Group
Switzerland
$5.03M +$21.3K +494 +0.4%
Franklin Resources
17
Franklin Resources
California
$4.96M -$31.3K -726 -0.6%
MWNA
18
Marshall Wace North America
New York
$4.52M +$4.59M +106,431 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.23M +$20.4K +473 +0.5%
Citadel Advisors
20
Citadel Advisors
Florida
$4.15M -$1.27M -29,403 -23%
Invesco
21
Invesco
Georgia
$4.1M +$1.18M +27,321 +40%
Marshall Wace
22
Marshall Wace
United Kingdom
$3.32M +$3.37M +78,117 New
CRC
23
Curi RMB Capital
Illinois
$3.22M +$22.6K +523 +0.7%
OMC
24
Old Mission Capital
Illinois
$3.21M -$5.11M -118,597 -61%
DA
25
DCF Advisers
Connecticut
$3.08M +$259K +6,000 +9%

FMS Hedge Fund Activity: Q3 2020 in Review

181 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2020, worth a combined $385M — down 2.2% from $393M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 18 closed out — a net gain of 4 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $4.59M. The largest seller was Old Mission Capital, cutting an estimated $5.11M.

  • 181 institutional investors held Fresenius Medical Care (FMS) as of Q3 2020, up from 179 in Q2 2020.
  • Funds reported $385M of Fresenius Medical Care stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q3 2020 and 18 closed out, a net change of +4 holders.
  • The largest Fresenius Medical Care buyer in Q3 2020 was Marshall Wace North America, an estimated $4.59M added.
  • The largest Fresenius Medical Care seller in Q3 2020 was Old Mission Capital, an estimated $5.11M sold.

Based on aggregated 13F filings for Q3 2020.