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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
QCM
51
Quantinno Capital Management
New York
$527K +$48.2K +2,520 +11%
SEC
52
Seven Eight Capital
New York
$514K +$463K +24,190 New
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$500K -$13.4K -701 -3%
Creative Planning
54
Creative Planning
Kansas
$500K +$128K +6,681 +40%
FTDI
55
First Trust Direct Indexing
Massachusetts
$488K +$3.33K +174 +0.8%
QPW
56
Quantum Private Wealth
Florida
$483K -$38.3K -2,000 -8%
EHC
57
Everett Harris & Co
California
$480K -$181K -9,460 -30%
Ameriprise
58
Ameriprise
Minnesota
$442K +$42.7K +2,232 +12%
American Century Companies
59
American Century Companies
Missouri
$438K +$103K +5,385 +35%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$429K +$54.5K +2,846 +16%
FLAM
61
First Light Asset Management
Minnesota
$414K – – –
WHC
62
Wulff, Hansen & Co
California
$410K – – –
UCI
63
Uncommon Cents Investing
Wisconsin
$404K +$130K +6,775 +55%
VNA
64
Valley National Advisers
Pennsylvania
$401K -$5.02K -262 -1%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$400K +$19K +991 +6%
EI
66
Ethic Inc
New York
$397K +$108K +5,651 +43%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$361K -$389K -20,339 -54%
LPAM
68
Lodestar Private Asset Management
California
$348K – – –
MHC
69
Meyer Handelman Company
New York
$340K – – –
VPIM
70
Vanguard Personalized Indexing Management
California
$335K +$33.1K +1,727 +12%
IA
71
IFP Advisors
Florida
$325K +$43.9K +2,293 +109%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$319K +$58.4K +3,048 +25%
GT
73
Glenmede Trust
Pennsylvania
$319K +$44.8K +2,340 +18%
Simplex Trading
74
Simplex Trading
Illinois
$315K -$77.9K -4,069 -21%
LNWWM
75
Laird Norton Wetherby Wealth Management
California
$308K +$71.5K +3,733 +35%
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.