We are live on ! Find out more
FMS icon

Fresenius Medical Care
FMS

155 hedge funds and large institutions have $836M invested in Fresenius Medical Care in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

16% more capital invested

Capital invested by funds: $721M → $836M (+$115M)

9% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $5.83M

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 155 → 155 (0)

1.74% less ownership

Funds ownership: 15.05% → 13.32% (-1.7%)

Holders
155
Holders Change
–
Holders Change %
0%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
56
Reduced
36
Closed
21
Calls
$6.34M
Puts
$5.83M
Net Calls
+$516K
Net Calls Change
+$2.69M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$13.8M
2
Jane Street
Jane Street
New York
+$9.97M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.89M
4
OMC
Old Mission Capital
Illinois
+$3.99M
5
Optiver Holding
Optiver Holding
Netherlands
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$82.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.4M
3
Millennium Management
Millennium Management
New York
-$16M
4
Invesco
Invesco
Georgia
-$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
151
First Manhattan
New York
$425 – – –
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$363 +$4.5K +235 +1%
ZB
153
Zions Bancorporation
Utah
$361 -$479 -25 -60%
TWD
154
True Wealth Design
Ohio
$256 – – –
FFA
155
Farther Finance Advisors
California
$85 – – –
TCCM
156
Timber Creek Capital Management
Massachusetts
$15 – – –
Renaissance Technologies
157
Renaissance Technologies
New York
– -$3.44M -210,300 Closed
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
– -$2.58M -157,868 Closed
CSS
159
Cubist Systematic Strategies
Connecticut
– -$2.26M -138,246 Closed
Voloridge Investment Management
160
Voloridge Investment Management
Florida
– -$1.19M -72,733 Closed
BIP
161
Brandes Investment Partners
California
– -$478K -29,223 Closed
SSA
162
Schonfeld Strategic Advisors
New York
– -$297K -18,200 Closed
SIA
163
Schechter Investment Advisors
Michigan
– -$189K -11,576 Closed
QT
164
Quantbot Technologies
New York
– -$107K -6,518 Closed
CFD
165
Creative Financial Designs
Indiana
– -$64.7K -3,960 Closed
SSG
166
Summit Securities Group
New York
– -$28K -1,728 Closed
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
– -$4K -373 Closed
ZIG
168
Zullo Investment Group
Pennsylvania
– -$3.27K -200 Closed
BAAM
169
Baker Avenue Asset Management
California
– -$3.06K -187 Closed
BBHC
170
Brown Brothers Harriman & Co
New York
– -$2.16K -132 Closed
HT
171
Headlands Technologies
Illinois
– -$2K -115 Closed
PB
172
Pinnacle Bancorp
Nebraska
– -$2K -110 Closed
MA
173
Montag & Associates
Georgia
– -$1.68K -103 Closed
GIA
174
Goodwin Investment Advisory
Georgia
– -$1.01K -62 Closed
BAM
175
Belpointe Asset Management
Nevada
– -$899 -55 Closed
4 5 6
7
8

FMS Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2023, worth a combined $836M — up 16% from $721M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 21 closed out — a net gain of 1 holder — while 56 added to existing stakes and 36 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $13.8M. The largest seller was Pzena Investment Management, cutting an estimated $82.5M.

  • 155 institutional investors held Fresenius Medical Care (FMS) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $836M of Fresenius Medical Care stock for Q1 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q1 2023 and 21 closed out, a net change of +1 holder.
  • The largest Fresenius Medical Care buyer in Q1 2023 was Dodge & Cox, an estimated $13.8M added.
  • The largest Fresenius Medical Care seller in Q1 2023 was Pzena Investment Management, an estimated $82.5M sold.

Based on aggregated 13F filings for Q1 2023.