Fresenius Medical Care
FMS
155 hedge funds and large institutions have $721M invested in Fresenius Medical Care in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
58% more capital invested
Capital invested by funds: $458M → $721M (+$263M)
10% more funds holding
Funds holding: 141 → 155 (+14)
3.94% more ownership
Funds ownership: 11.12% → 15.05% (+3.9%)
23% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 47
34% less call options, than puts
Call options by funds: $4.27M | Put options by funds: $6.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$166M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$33M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$7.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$17.2M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$10.5M |
| 3 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$9.85M |
| 4 |
Millennium Management
New York
|
-$5.09M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$4.38M |
FMS Hedge Fund Activity: Q4 2022 in Review
155 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2022, worth a combined $721M — up 58% from $458M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FMS positions and 26 closed out — a net gain of 16 holders — while 36 added to existing stakes and 47 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $166M. The largest seller was Citadel Advisors, cutting an estimated $17.2M.
- 155 institutional investors held Fresenius Medical Care (FMS) as of Q4 2022, up from 141 in Q3 2022.
- Funds reported $721M of Fresenius Medical Care stock for Q4 2022, up 58% quarter-over-quarter.
- 42 funds opened new Fresenius Medical Care positions in Q4 2022 and 26 closed out, a net change of +16 holders.
- The largest Fresenius Medical Care buyer in Q4 2022 was Pzena Investment Management, an estimated $166M added.
- The largest Fresenius Medical Care seller in Q4 2022 was Citadel Advisors, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2022.