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Fresenius Medical Care

178 hedge funds and large institutions have $1.03B invested in Fresenius Medical Care in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $1.75M

59% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 39

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $899M → $1.03B (+$131M)

3% more funds holding

Funds holding: 173178 (+5)

0.98% more ownership

Funds ownership: 9.45%10.44% (+0.98%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
62
Reduced
39
Closed
20
Calls
$8.59M
Puts
$1.75M
Net Calls
+$6.84M
Net Calls Change
+$7.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$390M +$69.7M +2,118,186 +22%
FMI
2
Fiduciary Management Inc
Wisconsin
$220M -$15.1M -457,750 -7%
First Trust Advisors
3
First Trust Advisors
Illinois
$63.1M -$1.7M -51,806 -3%
CI
4
Cambiar Investors
Colorado
$45.9M +$6.93M +210,819 +18%
Dodge & Cox
5
Dodge & Cox
California
$43M +$41.9M +1,275,400 New
Bank of America
6
Bank of America
North Carolina
$36.5M +$7.78M +236,459 +28%
TBC
7
Tweedy, Browne Co
Connecticut
$34.6M +$32.6K +990 +0.1%
Citigroup
8
Citigroup
New York
$22.3M +$15.9K +483 +0.1%
PPA
9
Parametric Portfolio Associates
Washington
$16.3M +$2.7M +81,992 +20%
Invesco
10
Invesco
Georgia
$15.4M +$2.63M +79,836 +21%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.47M +$4.02M +122,169 +95%
Goldman Sachs
12
Goldman Sachs
New York
$8.36M -$8.76M -266,403 -52%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.26M +$483K +14,686 +6%
ClearBridge Investments
14
ClearBridge Investments
New York
$7.74M +$1.7M +51,585 +29%
Two Sigma Investments
15
Two Sigma Investments
New York
$7.3M +$6.26M +190,435 +727%
TCCM
16
Timber Creek Capital Management
Massachusetts
$6.69M +$319K +9,695 +5%
Morgan Stanley
17
Morgan Stanley
New York
$6.4M -$4.71M -143,224 -43%
Northern Trust
18
Northern Trust
Illinois
$5.61M +$475K +14,445 +10%
BlackRock
19
BlackRock
New York
$5.38M -$169K -5,140 -3%
Franklin Resources
20
Franklin Resources
California
$4.71M +$689K +20,947 +18%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$4.65M -$7.12M -216,574 -61%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.8M -$148K -4,502 -4%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$3.35M +$2.83M +86,100 +647%
SC
24
Scotia Capital
Ontario, Canada
$2.54M +$86.3K +2,623 +4%
CIP
25
Capital Insight Partners
Arizona
$2.38M +$317K +9,648 +16%

FMS Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2022, worth a combined $1.03B — up 15% from $899M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FMS positions and 20 closed out — a net gain of 7 holders — while 62 added to existing stakes and 39 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $69.7M. The largest seller was Fiduciary Management Inc, cutting an estimated $15.1M.

  • 178 institutional investors held Fresenius Medical Care (FMS) as of Q1 2022, up from 173 in Q4 2021.
  • Funds reported $1.03B of Fresenius Medical Care stock for Q1 2022, up 15% quarter-over-quarter.
  • 27 funds opened new Fresenius Medical Care positions in Q1 2022 and 20 closed out, a net change of +7 holders.
  • The largest Fresenius Medical Care buyer in Q1 2022 was Pzena Investment Management, an estimated $69.7M added.
  • The largest Fresenius Medical Care seller in Q1 2022 was Fiduciary Management Inc, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2022.