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Fresenius Medical Care

173 hedge funds and large institutions have $848M invested in Fresenius Medical Care in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $411K | Put options by funds: $233K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

19% more capital invested

Capital invested by funds: $715M → $848M (+$133M)

4% more funds holding

Funds holding: 167173 (+6)

0.35% more ownership

Funds ownership: 6.61%6.96% (+0.35%)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
54
Reduced
44
Closed
22
Calls
$411K
Puts
$233K
Net Calls
+$178K
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$317M +$44.8M +1,120,121 +17%
First Trust Advisors
2
First Trust Advisors
Illinois
$58.9M -$6.69M -167,410 -11%
CI
3
Cambiar Investors
Colorado
$55.6M -$8.46M -211,652 -14%
Bank of America
4
Bank of America
North Carolina
$35.9M -$4.3M -107,620 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.3M +$1.41M +35,177 +5%
Citigroup
6
Citigroup
New York
$28M +$15.6M +391,064 +139%
Morgan Stanley
7
Morgan Stanley
New York
$27M -$5.99M -149,863 -19%
TBC
8
Tweedy, Browne Co
Connecticut
$25.1M +$2.99M +74,900 +14%
Goldman Sachs
9
Goldman Sachs
New York
$21.8M +$5.28M +132,026 +34%
N
10
Nuveen
North Carolina
$21.6M +$711K +17,777 +4%
TAM
11
Todd Asset Management
Kentucky
$21.5M +$868K +21,714 +4%
PPA
12
Parametric Portfolio Associates
Washington
$18M +$1.52M +37,953 +10%
Northern Trust
13
Northern Trust
Illinois
$17.3M -$3.56M -89,099 -18%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$16.4M +$4M +100,000 +34%
TRSOTSOK
15
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M +$423K +10,580 +3%
State Farm Mutual Automobile Insurance
16
State Farm Mutual Automobile Insurance
Illinois
$10.2M
Invesco
17
Invesco
Georgia
$9.73M +$1.46M +36,548 +18%
BlackRock
18
BlackRock
New York
$8.11M +$936K +23,410 +14%
ClearBridge Investments
19
ClearBridge Investments
New York
$7.36M +$356K +8,917 +5%
TCCM
20
Timber Creek Capital Management
Massachusetts
$6.98M +$1.35M +33,770 +25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.79M +$373K +9,333 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.09M -$620K -15,511 -11%
Jane Street
23
Jane Street
New York
$4.97M +$4.78M +119,469 New
UBS Group
24
UBS Group
Switzerland
$4.44M -$497K -12,425 -10%
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.98M -$1.3M -32,450 -25%

FMS Hedge Fund Activity: Q2 2021 in Review

173 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2021, worth a combined $848M — up 19% from $715M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FMS positions and 22 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $44.8M. The largest seller was Cambiar Investors, cutting an estimated $8.46M.

  • 173 institutional investors held Fresenius Medical Care (FMS) as of Q2 2021, up from 167 in Q1 2021.
  • Funds reported $848M of Fresenius Medical Care stock for Q2 2021, up 19% quarter-over-quarter.
  • 29 funds opened new Fresenius Medical Care positions in Q2 2021 and 22 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q2 2021 was Fiduciary Management Inc, an estimated $44.8M added.
  • The largest Fresenius Medical Care seller in Q2 2021 was Cambiar Investors, an estimated $8.46M sold.

Based on aggregated 13F filings for Q2 2021.