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Fresenius Medical Care
FMS

Overview Fund Activity

154 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
Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.48%
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
1
Pzena Investment Management
New York
$398M
2
Dodge & Cox
2
Dodge & Cox
California
$57.3M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$25.7M
4
Invesco
4
Invesco
Georgia
$31.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.24M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$75.2K
2
FMI
2
Fiduciary Management Inc
Wisconsin
$88.2M
3
TBC
3
Tweedy, Browne Co
Connecticut
$5.54M
4
Millennium Management
4
Millennium Management
New York
$15.3M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
101
AssetMark Inc
California
$20K – – –
CFGS
102
Concourse Financial Group Securities
Alabama
$19.6K +$19.6K +1,200 New
Citigroup
103
Citigroup
New York
$18.9K -$3.11K -190 -14%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$18K -$10.8K -657 -37%
LC
105
Lindbrook Capital
California
$17K -$9.25K -566 -35%
TF
106
Tompkins Financial
New York
$16K +$16K +1,000 New
LWCFA
107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.1K – – –
CTA
108
Colonial Trust Advisors
South Carolina
$12.1K +$12.1K +742 New
AA
109
Ancora Advisors
Ohio
$10K – – –
PAM
110
Paradigm Asset Management
New York
$9.8K – – –
AFIA
111
America First Investment Advisors
Nebraska
$9K – – –
GWS
112
Glassman Wealth Services
Virginia
$8.79K -$7.08K -433 -45%
NA
113
NewEdge Advisors
Louisiana
$8.37K +$8.37K +612 New
MLA
114
MB, Levis & Associates
Pennsylvania
$7.81K +$7.81K +478 New
PP
115
PrairieView Partners
Minnesota
$6K – – –
JFA
116
JNBA Financial Advisors
Minnesota
$4.93K – – –
EWA
117
EverSource Wealth Advisors
Alabama
$4.66K -$3.58K -219 -43%
HCP
118
Hexagon Capital Partners
Arkansas
$4.17K +$1.95K +119 +88%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$4K -$751 -70 -16%
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$3.95K +$3.95K +242 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$3.33K -$654 -40 -16%
AF
122
Allworth Financial
California
$3.3K +$2.62K +160 +381%
ZIG
123
Zullo Investment Group
Pennsylvania
$3.27K – – –
JWA
124
JFS Wealth Advisors
Pennsylvania
$3.25K -$948 -58 -23%
BAAM
125
Baker Avenue Asset Management
California
$3.06K +$3.06K +187 New
3 4
5
6 7