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Fresenius Medical Care

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: 155155 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
-$10 -16 Closed
HI
177
Harbour Investments
Wisconsin
-$261 -16 Closed

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.