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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

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

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
YIH
76
Y-Intercept (HK)
Hong Kong
$306K -$636K -33,204 -70%
JFL
77
Jarislowsky, Fraser Ltd
Quebec, Canada
$305K -$53.6K -2,800 -16%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$303K +$17.2K +898 +7%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$270K +$15.5K +808 +7%
GCM
80
Gallacher Capital Management
Colorado
$268K -$47.8K -2,498 -17%
BC
81
Brookfield Corp
Ontario, Canada
$259K +$234K +12,205 New
AAM
82
Advisors Asset Management
Colorado
$254K +$61.6K +3,220 +37%
TI
83
Tidal Investments
Wisconsin
$239K +$215K +11,227 New
Squarepoint
84
Squarepoint
New York
$227K +$205K +10,682 New
OCM
85
One Capital Management
California
$223K – – –
SG Americas Securities
86
SG Americas Securities
New York
$216K – – –
RP
87
Riverwater Partners
Wisconsin
$213K +$191K +9,998 New
FIA
88
FNY Investment Advisers
New York
$212K +$191K +10,001 New
YCM
89
Yousif Capital Management
Michigan
$209K +$188K +9,809 New
TSS
90
Two Sigma Securities
New York
$207K +$186K +9,725 New
CC
91
Centiva Capital
New York
$203K +$183K +9,540 New
Osaic Holdings
92
Osaic Holdings
Arizona
$176K -$249 -13 -0.2%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$159K +$80.1K +4,186 +127%
S
94
SignatureFD
Georgia
$157K +$17.6K +918 +14%
JP Morgan Chase
95
JP Morgan Chase
New York
$133K +$54.8K +2,861 +83%
QCG
96
Quadrant Capital Group
Ohio
$87.1K +$16.9K +882 +27%
PA
97
Parallel Advisors
California
$57.7K +$7.5K +392 +17%
AFS
98
Annapolis Financial Services
Maryland
$49.5K – – –
GIA
99
GHP Investment Advisors
Colorado
$45.5K – – –
Group One Trading
100
Group One Trading
Illinois
$42.5K +$3.83K +200 +11%
2 3
4
5 6

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.