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Fresenius Medical Care

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: 173178 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$24K +$12.5K +380 +109%
Bessemer Group
127
Bessemer Group
New Jersey
$19K -$9.6K -292 -34%
AFIA
128
America First Investment Advisors
Nebraska
$18K
JIR
129
James Investment Research
Ohio
$18K +$1.45K +44 +9%
CA
130
Clearstead Advisors
Ohio
$18K +$17.5K +531 New
BFC
131
Bedel Financial Consulting
Indiana
$17K
FPS
132
Fieldpoint Private Securities
Connecticut
$15K +$2.96K +90 +26%
PP
133
PrairieView Partners
Minnesota
$14K
TSWM
134
Tyler-Stone Wealth Management
Ohio
$14K
FRA
135
Front Row Advisors
California
$11K +$3.75K +114 +53%
LC
136
Lindbrook Capital
California
$10K -$2.17K -66 -19%
JFA
137
JNBA Financial Advisors
Minnesota
$10K
PCG
138
Private Capital Group
Connecticut
$10K +$8.65K +263 +641%
PFS
139
Prospera Financial Services
Texas
$10K +$10K +304 New
JWA
140
JFS Wealth Advisors
Pennsylvania
$9K +$7.63K +232 +494%
GWS
141
Glassman Wealth Services
Virginia
$8K
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$7.86K +239 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$7K -$51.6K -1,570 -89%
Simplex Trading
144
Simplex Trading
Illinois
$7K -$19.4K -590 -72%
HNB
145
Huntington National Bank
Ohio
$7K -$99 -3 -2%
CT
146
Cambridge Trust
Massachusetts
$7K
VCM
147
Vigilant Capital Management
Maine
$7K
ZIG
148
Zullo Investment Group
Pennsylvania
$7K
JWM
149
Janiczek Wealth Management
Colorado
$6K -$526 -16 -8%
NSIM
150
North Star Investment Management
Illinois
$6K

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.