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Fresenius Medical Care
FMS

178 hedge funds and large institutions have $1.03B invested in Fresenius Medical Care in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $1.75M

59% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 39

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $899M → $1.03B (+$131M)

3% more funds holding

Funds holding: 173 → 178 (+5)

0.98% more ownership

Funds ownership: 9.45% → 10.44% (+0.98%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
62
Reduced
39
Closed
20
Calls
$8.59M
Puts
$1.75M
Net Calls
+$6.84M
Net Calls Change
+$7.36M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$69.7M
2
Dodge & Cox
Dodge & Cox
California
+$41.9M
3
Bank of America
Bank of America
North Carolina
+$7.78M
4
CI
Cambiar Investors
Colorado
+$6.93M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$15.1M
2
Goldman Sachs
Goldman Sachs
New York
-$8.76M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$7.97M
4
N
Nuveen
North Carolina
-$7.49M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
76
State Street
Massachusetts
$349K – – –
TI
77
Trexquant Investment
Connecticut
$345K -$148K -4,508 -31%
SG Americas Securities
78
SG Americas Securities
New York
$342K – – –
Comerica Bank
79
Comerica Bank
Texas
$338K +$1.48K +45 +0.5%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$320K +$35.8K +1,089 +13%
American Century Companies
81
American Century Companies
Missouri
$319K +$40.7K +1,238 +15%
FA
82
FDx Advisors
Illinois
$315K +$307K +9,344 New
YCM
83
Yousif Capital Management
Michigan
$306K – – –
FFM
84
Forum Financial Management
Illinois
$305K – – –
RHBC
85
R.H. Bluestein & Co
Michigan
$303K – – –
ACA
86
Atlas Capital Advisors
Wyoming
$290K -$21.8K -663 -7%
Charles Schwab
87
Charles Schwab
California
$287K +$9.08K +276 +3%
CWM
88
Calamos Wealth Management
Illinois
$269K – – –
EGM
89
Engineers Gate Manager
New York
$264K +$257K +7,828 New
CCM
90
Covington Capital Management
California
$252K – – –
CC
91
Commons Capital
Massachusetts
$238K – – –
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$229K +$18.4K +560 +9%
ICP
93
Interchange Capital Partners
Pennsylvania
$229K +$224K +6,806 New
SCA
94
Snowden Capital Advisors
New York
$223K +$206K +6,267 +1,658%
SWM
95
SeaCrest Wealth Management
New York
$219K +$214K +6,500 New
MIS
96
Morningstar Investment Services
Illinois
$216K +$211K +6,423 New
JMPWA
97
JP Morgan Private Wealth Advisors
California
$207K +$202K +6,152 New
M&T Bank
98
M&T Bank
New York
$204K +$199K +6,040 New
ABLA
99
Alan B. Lancz & Associates
Ohio
$204K +$199K +6,050 New
UB
100
UMB Bank
Missouri
$199K – – –
2 3
4
5 6

FMS Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2022, worth a combined $1.03B — up 15% from $899M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMS positions and 20 closed out — a net gain of 7 holders — while 62 added to existing stakes and 39 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $69.7M. The largest seller was Fiduciary Management Inc, cutting an estimated $15.1M.

  • 178 institutional investors held Fresenius Medical Care (FMS) as of Q1 2022, up from 173 in Q4 2021.
  • Funds reported $1.03B of Fresenius Medical Care stock for Q1 2022, up 15% quarter-over-quarter.
  • 27 funds opened new Fresenius Medical Care positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2022 was Pzena Investment Management, an estimated $69.7M added.
  • The largest Fresenius Medical Care seller in Q1 2022 was Fiduciary Management Inc, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2022.