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Fresenius Medical Care
FMS

146 hedge funds and large institutions have $818M invested in Fresenius Medical Care in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

2% less capital invested

Capital invested by funds: $836M → $818M (-$18.8M)

1.7% less ownership

Funds ownership: 13.32% → 11.61% (-1.7%)

6% less funds holding

Funds holding: 155 → 146 (-9)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

57% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $5.2M

Holders
146
Holders Change
-9
Holders Change %
-5.81%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
37
Closed
31
Calls
$2.25M
Puts
$5.2M
Net Calls
-$2.94M
Net Calls Change
-$3.46M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$23.4M
2
Goldman Sachs
Goldman Sachs
New York
+$6.26M
3
SC
Settian Capital
New York
+$917K
4
MFS
Mirabella Financial Services
United Kingdom
+$805K
5
CCP
Clifford Capital Partners
Utah
+$672K

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$76.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.2M
3
Jane Street
Jane Street
New York
-$13.9M
4
Invesco
Invesco
Georgia
-$7.39M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
26
Capricorn Fund Managers
United Kingdom
$1.21M -$3.68M -160,345 -76%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.09M -$82.2K -3,583 -7%
CAM
28
Cacti Asset Management
Georgia
$1.04M – – –
Mariner
29
Mariner
Kansas
$1.02M +$28K +1,222 +3%
SC
30
Settian Capital
New York
$957K +$917K +40,000 New
HJGA
31
Hardman Johnston Global Advisors
Connecticut
$934K – – –
NA
32
NewEdge Advisors
Louisiana
$907K -$165K -7,192 -16%
UBS Group
33
UBS Group
Switzerland
$892K -$64.1K -2,797 -7%
MFS
34
Mirabella Financial Services
United Kingdom
$840K +$805K +35,098 New
OMC
35
Old Mission Capital
Illinois
$728K -$4.08M -178,130 -85%
RJA
36
Raymond James & Associates
Florida
$723K -$2.41K -105 -0.3%
Creative Planning
37
Creative Planning
Kansas
$719K +$150K +6,541 +28%
Wells Fargo
38
Wells Fargo
California
$719K +$97.3K +4,245 +16%
CCP
39
Clifford Capital Partners
Utah
$701K +$672K +29,284 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$669K -$45.9K -2,000 -7%
Cerity Partners
41
Cerity Partners
New York
$656K +$40.1K +1,748 +7%
LWAM
42
Legacy Wealth Asset Management
Minnesota
$649K -$1.42K -62 -0.2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$644K -$600K -26,182 -49%
US Bancorp
44
US Bancorp
Minnesota
$620K -$167K -7,273 -22%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$617K +$247K +10,766 +72%
SC
46
Searle & Co
Connecticut
$608K – – –
QCM
47
Quantinno Capital Management
New York
$587K -$6.21K -271 -1%
EI
48
Ethic Inc
New York
$582K +$130K +5,659 +30%
UCI
49
Uncommon Cents Investing
Wisconsin
$581K +$121K +5,265 +28%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$580K +$92.7K +4,042 +20%
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FMS Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2023, worth a combined $818M — down 2.3% from $836M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FMS and 22 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 39 added.

The largest buyer was Fiduciary Management Inc, adding an estimated $23.4M. The largest seller was Pzena Investment Management, cutting an estimated $76.9M.

  • 146 institutional investors held Fresenius Medical Care (FMS) as of Q2 2023, down from 155 in Q1 2023.
  • Funds reported $818M of Fresenius Medical Care stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q2 2023 and 31 closed out, a net change of -9 holders.
  • The largest Fresenius Medical Care buyer in Q2 2023 was Fiduciary Management Inc, an estimated $23.4M added.
  • The largest Fresenius Medical Care seller in Q2 2023 was Pzena Investment Management, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2023.