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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
Comerica Bank
76
Comerica Bank
Texas
$187K -$697 -47 -0.5%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$176K -$54.3K -3,660 -25%
OCM
78
One Capital Management
California
$171K – – –
SG Americas Securities
79
SG Americas Securities
New York
$166K -$22.7K -1,533 -13%
IA
80
IFP Advisors
Florida
$155K +$7.1K +479 +30%
AAM
81
Advisors Asset Management
Colorado
$143K +$109K +7,365 +532%
Osaic Holdings
82
Osaic Holdings
Arizona
$136K +$38.3K +2,585 +45%
QT
83
Quantbot Technologies
New York
$107K +$75.7K +5,105 +361%
S
84
SignatureFD
Georgia
$106K -$52.9K -3,566 -36%
UB
85
UMB Bank
Missouri
$95K +$623 +42 +0.7%
TRCT
86
Tower Research Capital (TRC)
New York
$93K -$66.6K -4,495 -44%
Citadel Advisors
87
Citadel Advisors
Florida
$75.2K -$17.2M -1,158,409 -100%
TWC
88
TD Waterhouse Canada
Ontario, Canada
$69.2K – – –
CFD
89
Creative Financial Designs
Indiana
$64.7K – – –
JP Morgan Chase
90
JP Morgan Chase
New York
$57K +$13.1K +885 +35%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$53.8K -$20K -1,348 -29%
QCG
92
Quadrant Capital Group
Ohio
$52.5K -$18.3K -1,233 -28%
BTI
93
Blue Trust Inc
Georgia
$48K +$45.9K +3,098 +1,156%
AFS
94
Annapolis Financial Services
Maryland
$38K – – –
PA
95
Parallel Advisors
California
$37.9K +$1.42K +96 +4%
GIA
96
GHP Investment Advisors
Colorado
$35K – – –
Group One Trading
97
Group One Trading
Illinois
$29.4K +$26.7K +1,800 New
SSG
98
Summit Securities Group
New York
$28K +$25.6K +1,728 New
SSB
99
Sandy Spring Bank
Maryland
$27.1K +$24.6K +1,660 New
FPB
100
First PREMIER Bank
South Dakota
$21K – – –
2 3
4
5 6

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.