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Fresenius Medical Care
FMS

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: 173 → 178 (+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

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$69.7M
2
Dodge & Cox
Dodge & Cox
California
+$41.9M
3
Bank of America
Bank of America
North Carolina
+$7.78M
4
CI
Cambiar Investors
Colorado
+$6.93M
5
Two Sigma Investments
Two Sigma Investments
New York
+$6.26M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$15.1M
2
Goldman Sachs
Goldman Sachs
New York
-$8.76M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$7.97M
4
N
Nuveen
North Carolina
-$7.49M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$6K +$2.6K +79 New
GG
152
Gleason Group
Kentucky
$5K -$3.52K -107 -41%
HFA
153
HC Financial Advisors
California
$5K – – –
SSB
154
Sandy Spring Bank
Maryland
$5K – – –
TAIM
155
TD Ameritrade Investment Management
Nebraska
$5K – – –
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$5K +$4.93K +150 New
CCA
157
Column Capital Advisors
Indiana
$5K +$5.2K +158 New
BBHC
158
Brown Brothers Harriman & Co
New York
$4K – – –
LPWM
159
Lake Point Wealth Management
Texas
$4K – – –
CB
160
Community Bank
New York
$3K – – –
NIC
161
Northwest Investment Counselors
Oregon
$3K – – –
GRP
162
Global Retirement Partners
California
$3K +$3.09K +94 New
OLVIG
163
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$3.32K +101 New
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$2.36K – – –
APA
165
American Portfolios Advisors
New York
$2.22K – – –
EW
166
Evoke Wealth
California
$2K -$559 -17 -20%
EWM
167
Endurance Wealth Management
Rhode Island
$2K – – –
GIA
168
Goodwin Investment Advisory
Georgia
$2K +$2.04K +62 New
CT
169
Caldwell Trust
Florida
$1.11K – – –
DHGWA
170
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K -$3.29K -100 -71%
ZB
171
Zions Bancorporation
Utah
$1K -$1.51K -46 -62%
IRC
172
Investors Research Corp
Georgia
$1K – – –
CFGS
173
Concourse Financial Group Securities
Alabama
$1K +$493 +15 +71%
Macquarie Group
174
Macquarie Group
Australia
$7 -$724 -22 -10%
State Farm Mutual Automobile Insurance
175
State Farm Mutual Automobile Insurance
Illinois
– -$7.97M -245,500 Closed
4 5 6
7
8

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.