Fresenius Medical Care
FMS
174 hedge funds and large institutions have $899M invested in Fresenius Medical Care in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 28 closing their positions.
54% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 28
9% more funds holding
Funds holding: 160 → 174 (+14)
0.62% more ownership
Funds ownership: 8.83% → 9.45% (+0.62%)
1% less capital invested
Capital invested by funds: $905M → $899M (-$5.95M)
14% less call options, than puts
Call options by funds: $3.27M | Put options by funds: $3.8M
23% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$100M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.33M |
| 4 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
+$5.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$23M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$16.3M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$9.45M |
| 4 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$7.76M |
| 5 |
Morgan Stanley
New York
|
-$5.74M |
FMS Hedge Fund Activity: Q4 2021 in Review
174 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2021, worth a combined $899M — down 0.66% from $905M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FMS positions and 28 closed out — a net gain of 15 holders — while 40 added to existing stakes and 52 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $100M. The largest seller was Fiduciary Management Inc, cutting an estimated $23M.
- 174 institutional investors held Fresenius Medical Care (FMS) as of Q4 2021, up from 160 in Q3 2021.
- Funds reported $899M of Fresenius Medical Care stock for Q4 2021, down 0.66% quarter-over-quarter.
- 43 funds opened new Fresenius Medical Care positions in Q4 2021 and 28 closed out, a net change of +15 holders.
- The largest Fresenius Medical Care buyer in Q4 2021 was Pzena Investment Management, an estimated $100M added.
- The largest Fresenius Medical Care seller in Q4 2021 was Fiduciary Management Inc, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2021.