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Fresenius Medical Care
FMS

178 hedge funds and large institutions have $1.03B invested in Fresenius Medical Care in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $1.75M

59% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 39

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $899M → $1.03B (+$131M)

3% more funds holding

Funds holding: 173 → 178 (+5)

0.98% more ownership

Funds ownership: 9.45% → 10.44% (+0.98%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
62
Reduced
39
Closed
20
Calls
$8.59M
Puts
$1.75M
Net Calls
+$6.84M
Net Calls Change
+$7.36M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$69.7M
2
Dodge & Cox
Dodge & Cox
California
+$41.9M
3
Bank of America
Bank of America
North Carolina
+$7.78M
4
CI
Cambiar Investors
Colorado
+$6.93M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$15.1M
2
Goldman Sachs
Goldman Sachs
New York
-$8.76M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$7.97M
4
N
Nuveen
North Carolina
-$7.49M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.37M -$113K -3,437 -5%
UBS Group
27
UBS Group
Switzerland
$2.25M -$106K -3,219 -5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.2M +$747K +22,710 +53%
ANTB
29
AMG National Trust Bank
Colorado
$2.06M +$459K +13,958 +30%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$2.03M +$1.27M +38,676 +178%
LWAM
31
Legacy Wealth Asset Management
Minnesota
$1.82M +$560K +17,014 +46%
GCAC
32
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.74M +$166K +5,045 +11%
HJGA
33
Hardman Johnston Global Advisors
Connecticut
$1.66M – – –
CGH
34
Crossmark Global Holdings
Texas
$1.56M -$4.44K -135 -0.3%
Citadel Advisors
35
Citadel Advisors
Florida
$1.5M -$4.86M -147,683 -77%
EHC
36
Everett Harris & Co
California
$1.22M -$38.6K -1,173 -3%
CAM
37
Cacti Asset Management
Georgia
$1.21M +$312K +9,500 +36%
JFL
38
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.2M -$115K -3,500 -9%
Ameriprise
39
Ameriprise
Minnesota
$1.2M -$311K -9,455 -21%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.2M +$118K +3,577 +11%
RC
41
RBF Capital
California
$1.13M – – –
CIA
42
Cascade Investment Advisors
Oregon
$1.09M +$23.8K +725 +2%
VNA
43
Valley National Advisers
Pennsylvania
$1.02M +$181K +5,510 +22%
CSS
44
Cubist Systematic Strategies
Connecticut
$1.02M +$253K +7,693 +34%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$1.01M -$780K -23,724 -44%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1M +$351K +10,676 +56%
RJA
47
Raymond James & Associates
Florida
$958K +$246K +7,470 +36%
BF
48
BOK Financial
Oklahoma
$948K +$51.8K +1,576 +6%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$945K +$137K +4,162 +17%
EI
50
Ethic Inc
New York
$828K +$808K +24,576 New
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2022, worth a combined $1.03B — up 15% from $899M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMS positions and 20 closed out — a net gain of 7 holders — while 62 added to existing stakes and 39 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $69.7M. The largest seller was Fiduciary Management Inc, cutting an estimated $15.1M.

  • 178 institutional investors held Fresenius Medical Care (FMS) as of Q1 2022, up from 173 in Q4 2021.
  • Funds reported $1.03B of Fresenius Medical Care stock for Q1 2022, up 15% quarter-over-quarter.
  • 27 funds opened new Fresenius Medical Care positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2022 was Pzena Investment Management, an estimated $69.7M added.
  • The largest Fresenius Medical Care seller in Q1 2022 was Fiduciary Management Inc, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2022.