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Fresenius Medical Care
FMS

155 hedge funds and large institutions have $836M invested in Fresenius Medical Care in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

16% more capital invested

Capital invested by funds: $721M → $836M (+$115M)

9% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $5.83M

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 155 → 155 (0)

1.74% less ownership

Funds ownership: 15.05% → 13.32% (-1.7%)

Holders
155
Holders Change
–
Holders Change %
0%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
56
Reduced
36
Closed
21
Calls
$6.34M
Puts
$5.83M
Net Calls
+$516K
Net Calls Change
+$2.69M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$13.8M
2
Jane Street
Jane Street
New York
+$9.97M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.89M
4
OMC
Old Mission Capital
Illinois
+$3.99M
5
Optiver Holding
Optiver Holding
Netherlands
+$2.61M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$82.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.4M
3
Millennium Management
Millennium Management
New York
-$16M
4
Invesco
Invesco
Georgia
-$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
26
Koss-Olinger Consulting
Florida
$2M +$23.3K +1,217 +1%
GCAC
27
Guardian Capital Advisors (Canada)
Ontario, Canada
$2M +$232K +12,120 +15%
QP
28
Quilter Plc
United Kingdom
$1.82M +$32.4K +1,694 New
Two Sigma Investments
29
Two Sigma Investments
New York
$1.65M -$7.15M -373,226 -83%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$1.62M +$408K +21,284 +39%
Bank of America
31
Bank of America
North Carolina
$1.47M -$280K -14,608 -17%
HF
32
HRT Financial
New York
$1.34M +$1.21M +63,043 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.13M -$384K -20,058 -27%
MCM
34
Mork Capital Management
California
$1.1M – – –
FHC
35
First Heartland Consultants
Missouri
$1.09M +$113K +5,925 +13%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.09M +$1.36M +70,793 +373%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.04M -$431K -22,485 -31%
CGH
38
Crossmark Global Holdings
Texas
$969K -$18.1K -945 -2%
NA
39
NewEdge Advisors
Louisiana
$959K +$852K +44,484 +7,269%
CAM
40
Cacti Asset Management
Georgia
$925K – – –
Mariner
41
Mariner
Kansas
$883K +$120K +6,250 +18%
UBS Group
42
UBS Group
Switzerland
$852K +$19.4K +1,012 +3%
HJGA
43
Hardman Johnston Global Advisors
Connecticut
$830K -$26.8K -1,400 -3%
TI
44
Trexquant Investment
Connecticut
$785K +$707K +36,936 New
US Bancorp
45
US Bancorp
Minnesota
$705K +$72.2K +3,773 +13%
RJA
46
Raymond James & Associates
Florida
$645K -$196K -10,229 -25%
Corient Private Wealth
47
Corient Private Wealth
Florida
$637K +$573K +29,951 New
LWAM
48
Legacy Wealth Asset Management
Minnesota
$578K +$521K +27,194 New
SC
49
Searle & Co
Connecticut
$564K – – –
Wells Fargo
50
Wells Fargo
California
$548K -$538K -28,100 -52%
1
2
3 4 5

FMS Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2023, worth a combined $836M — up 16% from $721M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 21 closed out — a net gain of 1 holder — while 56 added to existing stakes and 36 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $13.8M. The largest seller was Pzena Investment Management, cutting an estimated $82.5M.

  • 155 institutional investors held Fresenius Medical Care (FMS) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $836M of Fresenius Medical Care stock for Q1 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q1 2023 and 21 closed out, a net change of +1 holder.
  • The largest Fresenius Medical Care buyer in Q1 2023 was Dodge & Cox, an estimated $13.8M added.
  • The largest Fresenius Medical Care seller in Q1 2023 was Pzena Investment Management, an estimated $82.5M sold.

Based on aggregated 13F filings for Q1 2023.