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Fresenius Medical Care
FMS

167 hedge funds and large institutions have $715M invested in Fresenius Medical Care in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,411% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $184K

64% more capital invested

Capital invested by funds: $436M → $715M (+$279M)

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

3.17% more ownership

Funds ownership: 3.44% → 6.61% (+3.2%)

6% less funds holding

Funds holding: 178 → 167 (-11)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
167
Holders Change
-11
Holders Change %
-6.18%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
52
Reduced
35
Closed
45
Calls
$4.62M
Puts
$184K
Net Calls
+$4.44M
Net Calls Change
+$3.64M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$246M
2
CI
Cambiar Investors
Colorado
+$58.6M
3
TBC
Tweedy, Browne Co
Connecticut
+$20M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$11.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$10.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$25M
2
TIM
Thornburg Investment Management
New Mexico
-$24.2M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$240M +$246M +6,508,172 New
First Trust Advisors
2
First Trust Advisors
Illinois
$58.5M +$10.8M +284,520 +22%
CI
3
Cambiar Investors
Colorado
$57.2M +$58.6M +1,550,247 New
Bank of America
4
Bank of America
North Carolina
$35.8M +$9.96M +263,241 +37%
Morgan Stanley
5
Morgan Stanley
New York
$29.5M -$25M -661,466 -45%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.4M +$3.6M +95,106 +15%
TBC
7
Tweedy, Browne Co
Connecticut
$19.5M +$20M +530,064 New
Northern Trust
8
Northern Trust
Illinois
$18.7M +$3.05M +80,767 +19%
N
9
Nuveen
North Carolina
$18.5M +$893K +23,614 +5%
TAM
10
Todd Asset Management
Kentucky
$18.3M -$551K -14,564 -3%
PPA
11
Parametric Portfolio Associates
Washington
$14.6M -$908K -24,021 -6%
Goldman Sachs
12
Goldman Sachs
New York
$14.4M +$4.4M +116,403 +42%
TRSOTSOK
13
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M -$745K -19,710 -6%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$11M +$11.2M +297,000 New
Citigroup
15
Citigroup
New York
$10.4M +$10.1M +267,447 +1,800%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$9.05M – – –
Invesco
17
Invesco
Georgia
$7.29M +$3.25M +85,945 +77%
BlackRock
18
BlackRock
New York
$6.33M +$6.48M +171,457 +201,714%
ClearBridge Investments
19
ClearBridge Investments
New York
$6.2M -$325K -8,600 -5%
SGH
20
Sivik Global Healthcare
Connecticut
$5.35M +$5.48M +145,000 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.09M +$14.6K +385 +0.3%
TCCM
22
Timber Creek Capital Management
Massachusetts
$4.95M +$5.07M +134,120 New
Franklin Resources
23
Franklin Resources
California
$4.92M +$897K +23,720 +22%
Wells Fargo
24
Wells Fargo
California
$4.83M +$4.07M +107,584 +458%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.8M +$3.45M +91,246 +235%
1
2 3 4 5

FMS Hedge Fund Activity: Q1 2021 in Review

167 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2021, worth a combined $715M — up 64% from $436M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FMS and 35 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 52 added.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $246M. The largest seller was Morgan Stanley, cutting an estimated $25M.

  • 167 institutional investors held Fresenius Medical Care (FMS) as of Q1 2021, down from 178 in Q4 2020.
  • Funds reported $715M of Fresenius Medical Care stock for Q1 2021, up 64% quarter-over-quarter.
  • 35 funds opened new Fresenius Medical Care positions in Q1 2021 and 45 closed out, a net change of -10 holders.
  • The largest Fresenius Medical Care buyer in Q1 2021 was Fiduciary Management Inc, an estimated $246M added.
  • The largest Fresenius Medical Care seller in Q1 2021 was Morgan Stanley, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2021.