We are live on ! Find out more
FMS icon

Fresenius Medical Care
FMS

155 hedge funds and large institutions have $721M invested in Fresenius Medical Care in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

58% more capital invested

Capital invested by funds: $458M → $721M (+$263M)

10% more funds holding

Funds holding: 141 → 155 (+14)

3.94% more ownership

Funds ownership: 11.12% → 15.05% (+3.9%)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

34% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $6.45M

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
36
Reduced
47
Closed
26
Calls
$4.27M
Puts
$6.45M
Net Calls
-$2.18M
Net Calls Change
-$1.85M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$166M
2
Dodge & Cox
Dodge & Cox
California
+$33M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.1M
4
Invesco
Invesco
Georgia
+$7.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$17.2M
2
FMI
Fiduciary Management Inc
Wisconsin
-$10.5M
3
TBC
Tweedy, Browne Co
Connecticut
-$9.85M
4
Millennium Management
Millennium Management
New York
-$5.09M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$1.19M -$108K -7,308 -9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.17M -$240K -16,156 -18%
Franklin Resources
28
Franklin Resources
California
$1.1M +$37.4K +2,520 +4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$898K -$405K -27,307 -33%
Wells Fargo
30
Wells Fargo
California
$881K +$526K +35,482 +193%
PI
31
PEAK6 Investments
Illinois
$845K +$767K +51,721 New
MCM
32
Mork Capital Management
California
$843K +$765K +51,580 New
YIH
33
Y-Intercept (HK)
Hong Kong
$778K +$179K +12,104 +34%
CGH
34
Crossmark Global Holdings
Texas
$761K -$23.1K -1,555 -3%
FHC
35
First Heartland Consultants
Missouri
$744K +$675K +45,551 New
CAM
36
Cacti Asset Management
Georgia
$711K – – –
RJA
37
Raymond James & Associates
Florida
$663K +$187K +12,638 +45%
HJGA
38
Hardman Johnston Global Advisors
Connecticut
$661K -$10.1K -682 -2%
UBS Group
39
UBS Group
Switzerland
$638K +$127K +8,537 +28%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$610K +$553K +37,321 New
Mariner
41
Mariner
Kansas
$577K +$124K +8,353 +31%
XC
42
XY Capital
Hong Kong
$535K +$485K +32,746 New
EHC
43
Everett Harris & Co
California
$524K -$56.7K -3,826 -11%
US Bancorp
44
US Bancorp
Minnesota
$480K +$118K +7,945 +37%
BIP
45
Brandes Investment Partners
California
$478K +$433K +29,223 New
Cerity Partners
46
Cerity Partners
New York
$424K +$187K +12,625 +95%
QPW
47
Quantum Private Wealth
Florida
$404K +$367K +24,730 New
SC
48
Searle & Co
Connecticut
$381K – – –
FTDI
49
First Trust Direct Indexing
Massachusetts
$372K +$72.3K +4,875 +27%
QCM
50
Quantinno Capital Management
New York
$364K +$330K +22,288 New
1
2
3 4 5

FMS Hedge Fund Activity: Q4 2022 in Review

155 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2022, worth a combined $721M — up 58% from $458M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FMS positions and 26 closed out — a net gain of 16 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $166M. The largest seller was Citadel Advisors, cutting an estimated $17.2M.

  • 155 institutional investors held Fresenius Medical Care (FMS) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $721M of Fresenius Medical Care stock for Q4 2022, up 58% quarter-over-quarter.
  • 42 funds opened new Fresenius Medical Care positions in Q4 2022 and 26 closed out, a net change of +16 holders.
  • The largest Fresenius Medical Care buyer in Q4 2022 was Pzena Investment Management, an estimated $166M added.
  • The largest Fresenius Medical Care seller in Q4 2022 was Citadel Advisors, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2022.