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Fresenius Medical Care
FMS

146 hedge funds and large institutions have $818M invested in Fresenius Medical Care in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

2% less capital invested

Capital invested by funds: $836M → $818M (-$18.8M)

1.7% less ownership

Funds ownership: 13.32% → 11.61% (-1.7%)

6% less funds holding

Funds holding: 155 → 146 (-9)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

57% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $5.2M

Holders
146
Holders Change
-9
Holders Change %
-5.81%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
37
Closed
31
Calls
$2.25M
Puts
$5.2M
Net Calls
-$2.94M
Net Calls Change
-$3.46M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$23.4M
2
Goldman Sachs
Goldman Sachs
New York
+$6.26M
3
SC
Settian Capital
New York
+$917K
4
MFS
Mirabella Financial Services
United Kingdom
+$805K
5
CCP
Clifford Capital Partners
Utah
+$672K

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$76.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.2M
3
Jane Street
Jane Street
New York
-$13.9M
4
Invesco
Invesco
Georgia
-$7.39M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$4.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
126
Atwood & Palmer
Missouri
$2.39K – – –
CB
127
Community Bank
New York
$2.39K – – –
GRP
128
Global Retirement Partners
California
$2.15K – – –
CIA
129
Cape Investment Advisory
Georgia
$2.13K +$596 +26 +41%
FHA
130
First Horizon Advisors
Tennessee
$2.09K +$23 +1 +1%
Macquarie Group
131
Macquarie Group
Australia
$2K -$1.86K -81 -54%
EWM
132
Endurance Wealth Management
Rhode Island
$2K – – –
TPCW
133
TD Private Client Wealth
New York
$1.17K – – –
GKIM
134
GW&K Investment Management
Massachusetts
$1K +$1.17K +51 New
GI
135
Gradient Investments
Minnesota
$933 +$894 +39 New
BIA
136
Bell Investment Advisors
California
$623 – – –
M
137
MOTCO
Texas
$526 +$505 +22 New
IRC
138
Investors Research Corp
Georgia
$503 – – –
First Manhattan
139
First Manhattan
New York
$478 – – –
ZB
140
Zions Bancorporation
Utah
$407 – – –
AWM
141
Abound Wealth Management
Tennessee
$359 +$344 +15 New
TWD
142
True Wealth Design
Ohio
$288 – – –
FFA
143
Farther Finance Advisors
California
$96 – – –
FGAM
144
Financial Gravity Asset Management
Texas
$49 +$550 +24 New
TCCM
145
Timber Creek Capital Management
Massachusetts
$17 – – –
Arrowstreet Capital
146
Arrowstreet Capital
Massachusetts
– -$15.2M -713,619 Closed
Jane Street
147
Jane Street
New York
– -$13.9M -607,573 Closed
XC
148
XY Capital
Hong Kong
– -$3.12M -146,897 Closed
PI
149
PEAK6 Investments
Illinois
– -$2.92M -137,476 Closed
Optiver Holding
150
Optiver Holding
Netherlands
– -$3.13M -136,553 Closed
4 5
6
7 8

FMS Hedge Fund Activity: Q2 2023 in Review

146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2023, worth a combined $818M — down 2.3% from $836M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FMS and 22 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 39 added.

The largest buyer was Fiduciary Management Inc, adding an estimated $23.4M. The largest seller was Pzena Investment Management, cutting an estimated $76.9M.

  • 146 institutional investors held Fresenius Medical Care (FMS) as of Q2 2023, down from 155 in Q1 2023.
  • Funds reported $818M of Fresenius Medical Care stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q2 2023 and 31 closed out, a net change of -9 holders.
  • The largest Fresenius Medical Care buyer in Q2 2023 was Fiduciary Management Inc, an estimated $23.4M added.
  • The largest Fresenius Medical Care seller in Q2 2023 was Pzena Investment Management, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2023.