Fresenius Medical Care
FMS
155 hedge funds and large institutions have $837M invested in Fresenius Medical Care in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 20 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 35
16% more capital invested
Capital invested by funds: $721M → $837M (+$115M)
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
1% more funds holding
Funds holding: 153 → 155 (+2)
9% more call options, than puts
Call options by funds: $6.34M | Put options by funds: $5.83M
1.73% less ownership
Funds ownership: 15.04% → 13.32% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$13.8M |
| 2 |
Jane Street
New York
|
+$9.97M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.89M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.99M |
| 5 |
Optiver Holding
Amsterdam,
Netherlands
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$82.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.4M |
| 3 |
Millennium Management
New York
|
-$16M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$10.9M |
| 5 |
Two Sigma Investments
New York
|
-$7.15M |
FMS Hedge Fund Activity: Q1 2023 in Review
155 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2023, worth a combined $837M — up 16% from $721M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FMS positions and 20 closed out — a net gain of 3 holders — while 56 added to existing stakes and 35 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $13.8M. The largest seller was Pzena Investment Management, cutting an estimated $82.5M.
- 155 institutional investors held Fresenius Medical Care (FMS) as of Q1 2023, up from 153 in Q4 2022.
- Funds reported $837M of Fresenius Medical Care stock for Q1 2023, up 16% quarter-over-quarter.
- 23 funds opened new Fresenius Medical Care positions in Q1 2023 and 20 closed out, a net change of +3 holders.
- The largest Fresenius Medical Care buyer in Q1 2023 was Dodge & Cox, an estimated $13.8M added.
- The largest Fresenius Medical Care seller in Q1 2023 was Pzena Investment Management, an estimated $82.5M sold.
Based on aggregated 13F filings for Q1 2023.