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Fresenius Medical Care
FMS

141 hedge funds and large institutions have $458M invested in Fresenius Medical Care in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

0.11% more ownership

Funds ownership: 11.01% → 11.12% (+0.11%)

15% less funds holding

Funds holding: 166 → 141 (-25)

39% less call options, than puts

Call options by funds: $527K | Put options by funds: $860K

43% less capital invested

Capital invested by funds: $805M → $458M (-$347M)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

Holders
141
Holders Change
-25
Holders Change %
-15.06%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
50
Reduced
28
Closed
45
Calls
$527K
Puts
$860K
Net Calls
-$333K
Net Calls Change
-$1.18M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$17.9M
2
Invesco
Invesco
Georgia
+$16.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.5M
5
Millennium Management
Millennium Management
New York
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$56.5M
2
CI
Cambiar Investors
Colorado
-$26.2M
3
Bank of America
Bank of America
North Carolina
-$15.6M
4
ClearBridge Investments
ClearBridge Investments
New York
-$5.59M
5
FMI
Fiduciary Management Inc
Wisconsin
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.16M +$445K +23,562 +40%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$1.12M -$192K -10,134 -11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.11M -$3.08M -162,851 -67%
SC
29
Shay Capital
New York
$1.05M +$425K +22,500 +43%
GCAC
30
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.04M +$456K +24,117 +42%
E
31
Ergoteles
New York
$979K +$1.32M +69,697 New
SC
32
Scotia Capital
Ontario, Canada
$976K -$132K -6,987 -9%
Franklin Resources
33
Franklin Resources
California
$908K -$20.3K -1,073 -2%
LWAM
34
Legacy Wealth Asset Management
Minnesota
$895K +$186K +9,856 +18%
CGH
35
Crossmark Global Holdings
Texas
$675K +$2.23K +118 +0.2%
PCM
36
Prelude Capital Management
New York
$648K +$872K +46,141 New
CAM
37
Cacti Asset Management
Georgia
$611K +$142K +7,500 +21%
HJGA
38
Hardman Johnston Global Advisors
Connecticut
$577K -$134K -7,076 -15%
EHC
39
Everett Harris & Co
California
$504K – – –
YIH
40
Y-Intercept (HK)
Hong Kong
$498K +$671K +35,479 New
VNA
41
Valley National Advisers
Pennsylvania
$472K +$50K +2,646 +8%
ECM
42
ExodusPoint Capital Management
New York
$471K +$634K +33,541 New
RC
43
RBF Capital
California
$465K – – –
GT
44
Greenleaf Trust
Michigan
$461K +$620K +32,816 New
UBS Group
45
UBS Group
Switzerland
$429K -$40.2K -2,125 -7%
EGM
46
Engineers Gate Manager
New York
$415K +$558K +29,540 New
JFL
47
Jarislowsky, Fraser Ltd
Quebec, Canada
$410K -$104K -5,500 -16%
RJA
48
Raymond James & Associates
Florida
$392K -$2.82K -149 -0.5%
Mariner
49
Mariner
Kansas
$378K +$509K +26,947 New
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$367K -$8.62K -456 -2%
1
2
3 4 5

FMS Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2022, worth a combined $458M — down 43% from $805M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FMS and 25 opened new positions — a net loss of 20 holders — while 28 trimmed existing stakes and 50 added.

The largest buyer was Citadel Advisors, adding an estimated $17.9M. The largest seller was First Trust Advisors, exiting entirely with an estimated $56.5M sold.

  • 141 institutional investors held Fresenius Medical Care (FMS) as of Q3 2022, down from 166 in Q2 2022.
  • Funds reported $458M of Fresenius Medical Care stock for Q3 2022, down 43% quarter-over-quarter.
  • 25 funds opened new Fresenius Medical Care positions in Q3 2022 and 45 closed out, a net change of -20 holders.
  • The largest Fresenius Medical Care buyer in Q3 2022 was Citadel Advisors, an estimated $17.9M added.
  • The largest Fresenius Medical Care seller in Q3 2022 was First Trust Advisors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2022.