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Fresenius Medical Care

166 hedge funds and large institutions have $805M invested in Fresenius Medical Care in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $540K

0.58% more ownership

Funds ownership: 10.44%11.01% (+0.58%)

7% less funds holding

Funds holding: 178166 (-12)

22% less capital invested

Capital invested by funds: $1.03B → $805M (-$225M)

26% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 34

38% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 61

Holders
166
Holders Change
-12
Holders Change %
-6.74%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
38
Reduced
61
Closed
34
Calls
$1.39M
Puts
$540K
Net Calls
+$846K
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$329M +$47.8M +1,598,405 +14%
FMI
2
Fiduciary Management Inc
Wisconsin
$159M -$5.29M -177,151 -3%
First Trust Advisors
3
First Trust Advisors
Illinois
$56.5M +$11.7M +391,005 +21%
Dodge & Cox
4
Dodge & Cox
California
$31.8M
CI
5
Cambiar Investors
Colorado
$26.2M -$9.31M -311,473 -23%
TBC
6
Tweedy, Browne Co
Connecticut
$25.4M -$314K -10,495 -1%
Bank of America
7
Bank of America
North Carolina
$22.8M -$5.04M -168,494 -16%
Millennium Management
8
Millennium Management
New York
$16.7M +$20.1M +671,129 New
Invesco
9
Invesco
Georgia
$11.9M +$678K +22,688 +5%
Morgan Stanley
10
Morgan Stanley
New York
$11.1M +$7.58M +253,592 +133%
Two Sigma Investments
11
Two Sigma Investments
New York
$10.9M +$6.53M +218,562 +101%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.03M -$284K -9,518 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.83M -$344K -11,521 -5%
ClearBridge Investments
14
ClearBridge Investments
New York
$5.59M -$171K -5,709 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$5.38M +$5.12M +171,184 +384%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$5.31M +$3.39M +113,500 +114%
Citigroup
17
Citigroup
New York
$5.11M -$13.7M -457,712 -69%
TCCM
18
Timber Creek Capital Management
Massachusetts
$4.97M +$16.2K +542 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$4.34M -$2.21M -73,967 -30%
Northern Trust
20
Northern Trust
Illinois
$4.1M -$60.3K -2,018 -1%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.67M +$4.39M +147,000 New
BlackRock
22
BlackRock
New York
$2.97M -$1.21M -40,599 -25%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.81M
CSS
24
Cubist Systematic Strategies
Connecticut
$2.28M +$1.83M +61,179 +203%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$2.25M +$891K +29,809 +49%

FMS Hedge Fund Activity: Q2 2022 in Review

166 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2022, worth a combined $805M — down 22% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FMS and 25 opened new positions — a net loss of 9 holders — while 61 trimmed existing stakes and 38 added.

The largest buyer was Pzena Investment Management, adding an estimated $47.8M. The largest seller was Citigroup, cutting an estimated $13.7M.

  • 166 institutional investors held Fresenius Medical Care (FMS) as of Q2 2022, down from 178 in Q1 2022.
  • Funds reported $805M of Fresenius Medical Care stock for Q2 2022, down 22% quarter-over-quarter.
  • 25 funds opened new Fresenius Medical Care positions in Q2 2022 and 34 closed out, a net change of -9 holders.
  • The largest Fresenius Medical Care buyer in Q2 2022 was Pzena Investment Management, an estimated $47.8M added.
  • The largest Fresenius Medical Care seller in Q2 2022 was Citigroup, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2022.