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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
KOC
51
Koss-Olinger Consulting
Florida
$361K +$486K +25,700 New
SC
52
Searle & Co
Connecticut
$327K – – –
US Bancorp
53
US Bancorp
Minnesota
$301K +$107K +5,679 +36%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$298K +$139K +7,376 +53%
DTL
55
Dynamic Technology Lab
Singapore
$294K +$158K +8,352 +66%
Wells Fargo
56
Wells Fargo
California
$259K +$110K +5,797 +46%
EI
57
Ethic Inc
New York
$252K -$19K -1,005 -5%
FTDI
58
First Trust Direct Indexing
Massachusetts
$251K +$338K +17,885 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$244K +$19K +1,006 +6%
TI
60
Trexquant Investment
Connecticut
$242K +$326K +17,249 New
State Street
61
State Street
Massachusetts
$231K -$84.6K -4,477 -21%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$229K +$43.3K +2,291 +16%
MHC
63
Meyer Handelman Company
New York
$225K – – –
American Century Companies
64
American Century Companies
Missouri
$215K +$1.25K +66 +0.4%
WHC
65
Wulff, Hansen & Co
California
$208K – – –
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$203K +$273K +14,433 New
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$187K – – –
Cerity Partners
68
Cerity Partners
New York
$187K +$252K +13,343 New
EWA
69
EP Wealth Advisors
California
$180K – – –
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$179K +$15K +794 +7%
API
71
Advisor Partners II
California
$175K +$235K +12,455 New
GT
72
Glenmede Trust
Pennsylvania
$169K +$229K +12,103 New
SG Americas Securities
73
SG Americas Securities
New York
$164K +$29K +1,533 +15%
VPIM
74
Vanguard Personalized Indexing Management
California
$156K +$210K +11,109 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$148K -$275K -14,569 -58%
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.