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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CT
126
Cambridge Trust
Massachusetts
$3K – – –
VCM
127
Vigilant Capital Management
Maine
$3K – – –
TCOV
128
Trust Company of Vermont
Vermont
$2.61K – – –
EI
129
Ellevest Inc
New York
$2.45K -$1.45K -98 -40%
BBHC
130
Brown Brothers Harriman & Co
New York
$2.16K -$608 -41 -24%
Macquarie Group
131
Macquarie Group
Australia
$2K – – –
PB
132
Pinnacle Bancorp
Nebraska
$2K +$1.63K +110 New
HT
133
Headlands Technologies
Illinois
$2K +$1.71K +115 New
ASN
134
Advisory Services Network
Georgia
$1.81K +$1.65K +111 New
MA
135
Montag & Associates
Georgia
$1.68K +$1.53K +103 New
AP
136
Atwood & Palmer
Missouri
$1.63K -$15.5K -1,044 -91%
CB
137
Community Bank
New York
$1.63K – – –
GRP
138
Global Retirement Partners
California
$1.47K -$741 -50 -36%
FHA
139
First Horizon Advisors
Tennessee
$1.41K – – –
SC
140
Schubert & Co
Texas
$1.05K +$949 +64 New
GIA
141
Goodwin Investment Advisory
Georgia
$1.01K – – –
JIR
142
James Investment Research
Ohio
$1K -$6.27K -423 -89%
EWM
143
Endurance Wealth Management
Rhode Island
$1K – – –
BAM
144
Belpointe Asset Management
Nevada
$899 +$815 +55 New
TPCW
145
TD Private Client Wealth
New York
$801 +$726 +49 New
ZB
146
Zions Bancorporation
Utah
$686 -$1.88K -127 -75%
CT
147
Caldwell Trust
Florida
$539 – – –
Dimensional Fund Advisors
148
Dimensional Fund Advisors
Texas
$396 -$28.6K -1,929 -7%
IRC
149
Investors Research Corp
Georgia
$343 – – –
First Manhattan
150
First Manhattan
New York
$326 – – –
4 5
6
7 8

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.