Fresenius Medical Care
146 hedge funds and large institutions have $818M invested in Fresenius Medical Care in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 31 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 37
2% less capital invested
Capital invested by funds: $836M → $818M (-$18.8M)
1.7% less ownership
Funds ownership: 13.32% → 11.61% (-1.7%)
6% less funds holding
Funds holding: 155 → 146 (-9)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
57% less call options, than puts
Call options by funds: $2.25M | Put options by funds: $5.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$23.4M |
| 2 |
Goldman Sachs
New York
|
+$6.26M |
| 3 |
SC
Settian Capital
New York
|
+$917K |
| 4 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$805K |
| 5 |
CCP
Clifford Capital Partners
Alpine,
Utah
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$76.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.2M |
| 3 |
Jane Street
New York
|
-$13.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.39M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$4.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
176
Hantz Financial Services
Southfield,
Michigan
| – | -$1K | -25 | Closed |
|
|
BG
177
Bollard Group
Boston,
Massachusetts
| – | +$459 | +20 | New |
|
178
Comerica Bank
Dallas,
Texas
| – | +$13.2K | +577 | New |
|
FMS Hedge Fund Activity: Q2 2023 in Review
146 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2023, worth a combined $818M — down 2.3% from $836M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of FMS and 22 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 39 added.
The largest buyer was Fiduciary Management Inc, adding an estimated $23.4M. The largest seller was Pzena Investment Management, cutting an estimated $76.9M.
- 146 institutional investors held Fresenius Medical Care (FMS) as of Q2 2023, down from 155 in Q1 2023.
- Funds reported $818M of Fresenius Medical Care stock for Q2 2023, down 2.3% quarter-over-quarter.
- 22 funds opened new Fresenius Medical Care positions in Q2 2023 and 31 closed out, a net change of -9 holders.
- The largest Fresenius Medical Care buyer in Q2 2023 was Fiduciary Management Inc, an estimated $23.4M added.
- The largest Fresenius Medical Care seller in Q2 2023 was Pzena Investment Management, an estimated $76.9M sold.
Based on aggregated 13F filings for Q2 2023.