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Fresenius Medical Care

141 hedge funds and large institutions have $458M invested in Fresenius Medical Care in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

0.11% more ownership

Funds ownership: 11.01%11.12% (+0.11%)

15% less funds holding

Funds holding: 166141 (-25)

39% less call options, than puts

Call options by funds: $527K | Put options by funds: $860K

43% less capital invested

Capital invested by funds: $805M → $458M (-$347M)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

Holders
141
Holders Change
-25
Holders Change %
-15.06%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
50
Reduced
28
Closed
45
Calls
$527K
Puts
$860K
Net Calls
-$333K
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$184M -$999K -52,860 -0.4%
FMI
2
Fiduciary Management Inc
Wisconsin
$85.8M -$4.82M -255,173 -4%
Invesco
3
Invesco
Georgia
$19.2M +$16.8M +888,345 +186%
Millennium Management
4
Millennium Management
New York
$18M +$11.5M +608,902 +91%
Dodge & Cox
5
Dodge & Cox
California
$17.9M
Citadel Advisors
6
Citadel Advisors
Florida
$16.3M +$17.9M +947,251 +439%
Morgan Stanley
7
Morgan Stanley
New York
$14.8M +$11.5M +610,550 +138%
TBC
8
Tweedy, Browne Co
Connecticut
$14.1M -$253K -13,404 -1%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$12.5M +$16.2M +858,537 +3,020%
Two Sigma Investments
10
Two Sigma Investments
New York
$7.26M +$1.55M +82,228 +19%
Goldman Sachs
11
Goldman Sachs
New York
$6.46M +$5.4M +285,772 +164%
BlackRock
12
BlackRock
New York
$5.68M +$5.4M +285,705 +240%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$5.48M +$3.36M +177,700 +83%
Marshall Wace
14
Marshall Wace
United Kingdom
$4.38M +$5.42M +286,838 +1,152%
Northern Trust
15
Northern Trust
Illinois
$2.84M +$715K +37,812 +23%
CSS
16
Cubist Systematic Strategies
Connecticut
$2.77M +$2.01M +106,261 +116%
TCCM
17
Timber Creek Capital Management
Massachusetts
$2.5M -$400K -21,175 -11%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$2.21M +$2.97M +157,257 New
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$2.16M +$1.47M +77,989 +103%
TC
20
TwinBeech Capital
New York
$1.74M +$2.34M +123,881 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.69M +$2.27M +120,069 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.58M
CCIA
23
Campbell & Co Investment Adviser
Maryland
$1.3M +$1.74M +92,280 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.23M -$2.76M -145,964 -62%
Bank of America
25
Bank of America
North Carolina
$1.23M -$15.6M -827,571 -90%

FMS Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2022, worth a combined $458M — down 43% from $805M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FMS and 25 opened new positions — a net loss of 20 holders — while 28 trimmed existing stakes and 50 added.

The largest buyer was Citadel Advisors, adding an estimated $17.9M. The largest seller was First Trust Advisors, exiting entirely with an estimated $56.5M sold.

  • 141 institutional investors held Fresenius Medical Care (FMS) as of Q3 2022, down from 166 in Q2 2022.
  • Funds reported $458M of Fresenius Medical Care stock for Q3 2022, down 43% quarter-over-quarter.
  • 25 funds opened new Fresenius Medical Care positions in Q3 2022 and 45 closed out, a net change of -20 holders.
  • The largest Fresenius Medical Care buyer in Q3 2022 was Citadel Advisors, an estimated $17.9M added.
  • The largest Fresenius Medical Care seller in Q3 2022 was First Trust Advisors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q3 2022.