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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

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

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
FLAM
51
First Light Asset Management
Minnesota
$318K +$289K +19,490 New
WHC
52
Wulff, Hansen & Co
California
$315K +$66K +4,450 +30%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$310K -$890K -60,066 -76%
Simplex Trading
54
Simplex Trading
Illinois
$309K +$281K +18,929 New
VNA
55
Valley National Advisers
Pennsylvania
$308K -$252K -17,032 -49%
Ameriprise
56
Ameriprise
Minnesota
$304K +$122K +8,219 +79%
SSA
57
Schonfeld Strategic Advisors
New York
$297K +$270K +18,200 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$291K +$1.05K +71 +0.4%
HFS
59
Hantz Financial Services
Michigan
$285K +$258K +17,430 New
Bank of New York Mellon
60
Bank of New York Mellon
New York
$284K +$101K +6,799 +64%
JFL
61
Jarislowsky, Fraser Ltd
Quebec, Canada
$280K -$179K -12,100 -41%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$275K +$7.28K +491 +3%
Creative Planning
63
Creative Planning
Kansas
$275K +$249K +16,817 New
LPAM
64
Lodestar Private Asset Management
California
$268K +$243K +16,382 New
MHC
65
Meyer Handelman Company
New York
$261K – – –
American Century Companies
66
American Century Companies
Missouri
$251K +$1.36K +92 +0.6%
GCM
67
Gallacher Capital Management
Colorado
$247K +$224K +15,106 New
VPIM
68
Vanguard Personalized Indexing Management
California
$229K +$43.2K +2,915 +26%
EI
69
Ethic Inc
New York
$213K -$73.1K -4,929 -27%
GT
70
Glenmede Trust
Pennsylvania
$207K +$8.24K +556 +5%
EWA
71
EP Wealth Advisors
California
$203K -$5.25K -354 -3%
UCI
72
Uncommon Cents Investing
Wisconsin
$202K +$181K +12,230 New
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$195K -$11.7K -786 -6%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$194K +$84.5K +5,698 +92%
SIA
75
Schechter Investment Advisors
Michigan
$189K +$172K +11,576 New
1 2
3
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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.