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Fresenius Medical Care

178 hedge funds and large institutions have $436M invested in Fresenius Medical Care in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

13% more capital invested

Capital invested by funds: $385M → $436M (+$51.5M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.39% more ownership

Funds ownership: 3.06%3.44% (+0.39%)

2% less funds holding

Funds holding: 181178 (-3)

Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
53
Reduced
43
Closed
21
Calls
$798K
Puts
Net Calls
+$798K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.8M -$6.47M -155,305 -10%
First Trust Advisors
2
First Trust Advisors
Illinois
$54M +$54.2M +1,300,381 New
Bank of America
3
Bank of America
North Carolina
$29.4M +$416K +9,974 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.9M +$1.28M +30,675 +5%
TIM
5
Thornburg Investment Management
New Mexico
$24.2M -$271K -6,507 -1%
TAM
6
Todd Asset Management
Kentucky
$21.2M +$3.24M +77,799 +18%
N
7
Nuveen
North Carolina
$19.9M +$20M +479,049 New
Northern Trust
8
Northern Trust
Illinois
$17.7M -$562K -13,494 -3%
PPA
9
Parametric Portfolio Associates
Washington
$17.5M +$307K +7,363 +2%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$14M +$2.79M +66,900 +25%
Goldman Sachs
11
Goldman Sachs
New York
$11.4M -$1.62M -38,938 -12%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$10.2M
MWNA
13
Marshall Wace North America
New York
$7.52M +$3.11M +74,526 +70%
AG
14
Aperio Group
California
$7.42M -$565K -13,547 -7%
ClearBridge Investments
15
ClearBridge Investments
New York
$7.35M -$127K -3,053 -2%
JFL
16
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.98M -$548K -13,143 -8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.72M +$1.58M +38,009 +38%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.22M -$1.89M -45,343 -27%
Citadel Advisors
19
Citadel Advisors
Florida
$4.78M +$718K +17,221 +18%
Invesco
20
Invesco
Georgia
$4.64M +$634K +15,201 +16%
UBS Group
21
UBS Group
Switzerland
$4.63M -$288K -6,902 -6%
Franklin Resources
22
Franklin Resources
California
$4.56M -$292K -7,008 -6%
SAM
23
Silvercrest Asset Management
New York
$3.18M +$660K +15,835 +26%
DA
24
DCF Advisers
Connecticut
$3.01M
Renaissance Technologies
25
Renaissance Technologies
New York
$2.89M +$2.9M +69,633 New

FMS Hedge Fund Activity: Q4 2020 in Review

178 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2020, worth a combined $436M — up 13% from $385M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 21 closed out — a net gain of 1 holder — while 53 added to existing stakes and 43 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $54.2M. The largest seller was BNP Paribas Asset Management, exiting entirely with an estimated $12.3M sold.

  • 178 institutional investors held Fresenius Medical Care (FMS) as of Q4 2020, down from 181 in Q3 2020.
  • Funds reported $436M of Fresenius Medical Care stock for Q4 2020, up 13% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q4 2020 and 21 closed out, a net change of +1 holder.
  • The largest Fresenius Medical Care buyer in Q4 2020 was First Trust Advisors, an estimated $54.2M added.
  • The largest Fresenius Medical Care seller in Q4 2020 was BNP Paribas Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2020.