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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
HI
151
Harbour Investments
Wisconsin
$261 – – –
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$218 – – –
TWD
153
True Wealth Design
Ohio
$196 +$178 +12 New
FFA
154
Farther Finance Advisors
California
$65 +$59 +4 New
TCCM
155
Timber Creek Capital Management
Massachusetts
$11 -$2.64M -178,110 Closed
FGAM
156
Financial Gravity Asset Management
Texas
$10 +$237 +16 New
Marshall Wace
157
Marshall Wace
United Kingdom
– -$4.38M -311,743 Closed
TC
158
TwinBeech Capital
New York
– -$1.74M -123,881 Closed
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
– -$1.69M -120,069 Closed
CCIA
160
Campbell & Co Investment Adviser
Maryland
– -$1.3M -92,280 Closed
SC
161
Shay Capital
New York
– -$1.05M -75,000 Closed
E
162
Ergoteles
New York
– -$979K -69,697 Closed
SC
163
Scotia Capital
Ontario, Canada
– -$976K -69,523 Closed
LWAM
164
Legacy Wealth Asset Management
Minnesota
– -$895K -63,714 Closed
PCM
165
Prelude Capital Management
New York
– -$648K -46,141 Closed
ECM
166
ExodusPoint Capital Management
New York
– -$471K -33,541 Closed
RC
167
RBF Capital
California
– -$465K -33,100 Closed
GT
168
Greenleaf Trust
Michigan
– -$461K -32,816 Closed
EGM
169
Engineers Gate Manager
New York
– -$415K -29,540 Closed
RJFSA
170
Raymond James Financial Services Advisors
Florida
– -$298K -21,243 Closed
DTL
171
Dynamic Technology Lab
Singapore
– -$294K -20,972 Closed
TI
172
Trexquant Investment
Connecticut
– -$242K -17,249 Closed
State Street
173
State Street
Massachusetts
– -$231K -16,477 Closed
API
174
Advisor Partners II
California
– -$175K -12,455 Closed
ACM
175
Aquatic Capital Management
Illinois
– -$29K -2,100 Closed
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.