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Fresenius Medical Care
FMS

148 hedge funds and large institutions have $713M invested in Fresenius Medical Care in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 146 → 148 (+2)

0.35% less ownership

Funds ownership: 11.61% → 11.27% (-0.35%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

13% less capital invested

Capital invested by funds: $818M → $713M (-$104M)

36% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.39M

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
39
Reduced
41
Closed
21
Calls
$2.17M
Puts
$3.39M
Net Calls
-$1.23M
Net Calls Change
+$1.72M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.93M
2
Goldman Sachs
Goldman Sachs
New York
+$3.69M
3
Marshall Wace
Marshall Wace
United Kingdom
+$3.64M
4
Jane Street
Jane Street
New York
+$3.33M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.5M
2
Pzena Investment Management
Pzena Investment Management
New York
-$9.31M
3
TBC
Tweedy, Browne Co
Connecticut
-$8.13M
4
Invesco
Invesco
Georgia
-$5.06M
5
Millennium Management
Millennium Management
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Allworth Financial
California
$5.19K +$316 +13 +6%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$5.13K – – –
GRP
128
Global Retirement Partners
California
$5.1K +$3.79K +156 +173%
CT
129
Cambridge Trust
Massachusetts
$4.5K – – –
JWA
130
JFS Wealth Advisors
Pennsylvania
$4.37K -$121 -5 -2%
FFA
131
Farther Finance Advisors
California
$3.66K +$4.03K +166 +4,150%
FHA
132
First Horizon Advisors
Tennessee
$2.83K +$1.07K +44 +51%
HCP
133
Hexagon Capital Partners
Arkansas
$2.67K -$2.19K -90 -42%
AP
134
Atwood & Palmer
Missouri
$2.15K – – –
CB
135
Community Bank
New York
$2.15K – – –
CIA
136
Cape Investment Advisory
Georgia
$1.92K – – –
Russell Investments Group
137
Russell Investments Group
United Kingdom
$1.47K -$2.37M -97,808 -100%
TPCW
138
TD Private Client Wealth
New York
$1.05K – – –
GKIM
139
GW&K Investment Management
Massachusetts
$1K – – –
GI
140
Gradient Investments
Minnesota
$840 – – –
WWP
141
WR Wealth Planners
Missouri
$732 +$825 +34 New
BIA
142
Bell Investment Advisors
California
$561 – – –
IRC
143
Investors Research Corp
Georgia
$452 – – –
ZB
144
Zions Bancorporation
Utah
$366 – – –
AWM
145
Abound Wealth Management
Tennessee
$324 – – –
TWD
146
True Wealth Design
Ohio
$259 – – –
First Manhattan
147
First Manhattan
New York
$215 -$243 -10 -50%
BCM
148
Bourgeon Capital Management
Connecticut
$151 +$170 +7 New
TBC
149
Tweedy, Browne Co
Connecticut
– -$8.13M -339,637 Closed
HF
150
HRT Financial
New York
– -$1.33M -55,586 Closed
3 4 5
6
7

FMS Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2023, worth a combined $713M — down 13% from $818M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FMS positions and 21 closed out — a net gain of 3 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.93M. The largest seller was Balyasny Asset Management, cutting an estimated $13.5M.

  • 148 institutional investors held Fresenius Medical Care (FMS) as of Q3 2023, up from 146 in Q2 2023.
  • Funds reported $713M of Fresenius Medical Care stock for Q3 2023, down 13% quarter-over-quarter.
  • 24 funds opened new Fresenius Medical Care positions in Q3 2023 and 21 closed out, a net change of +3 holders.
  • The largest Fresenius Medical Care buyer in Q3 2023 was Envestnet Asset Management, an estimated $4.93M added.
  • The largest Fresenius Medical Care seller in Q3 2023 was Balyasny Asset Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2023.