Fresenius Medical Care
FMS
148 hedge funds and large institutions have $713M invested in Fresenius Medical Care in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 21 closing their positions.
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
1% more funds holding
Funds holding: 146 → 148 (+2)
0.35% less ownership
Funds ownership: 11.61% → 11.27% (-0.35%)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
13% less capital invested
Capital invested by funds: $818M → $713M (-$104M)
36% less call options, than puts
Call options by funds: $2.17M | Put options by funds: $3.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.93M |
| 2 |
Goldman Sachs
New York
|
+$3.69M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.64M |
| 4 |
Jane Street
New York
|
+$3.33M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.5M |
| 2 |
Pzena Investment Management
New York
|
-$9.31M |
| 3 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$8.13M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.06M |
| 5 |
Millennium Management
New York
|
-$2.47M |
FMS Hedge Fund Activity: Q3 2023 in Review
148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2023, worth a combined $713M — down 13% from $818M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FMS positions and 21 closed out — a net gain of 3 holders — while 39 added to existing stakes and 41 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.93M. The largest seller was Balyasny Asset Management, cutting an estimated $13.5M.
- 148 institutional investors held Fresenius Medical Care (FMS) as of Q3 2023, up from 146 in Q2 2023.
- Funds reported $713M of Fresenius Medical Care stock for Q3 2023, down 13% quarter-over-quarter.
- 24 funds opened new Fresenius Medical Care positions in Q3 2023 and 21 closed out, a net change of +3 holders.
- The largest Fresenius Medical Care buyer in Q3 2023 was Envestnet Asset Management, an estimated $4.93M added.
- The largest Fresenius Medical Care seller in Q3 2023 was Balyasny Asset Management, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2023.