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Fresenius Medical Care
FMS

155 hedge funds and large institutions have $836M invested in Fresenius Medical Care in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

16% more capital invested

Capital invested by funds: $721M → $836M (+$115M)

9% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $5.83M

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 155 → 155 (0)

1.74% less ownership

Funds ownership: 15.05% → 13.32% (-1.7%)

Holders
155
Holders Change
–
Holders Change %
0%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
56
Reduced
36
Closed
21
Calls
$6.34M
Puts
$5.83M
Net Calls
+$516K
Net Calls Change
+$2.69M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$13.8M
2
Jane Street
Jane Street
New York
+$9.97M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.89M
4
OMC
Old Mission Capital
Illinois
+$3.99M
5
Optiver Holding
Optiver Holding
Netherlands
+$2.61M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$82.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.4M
3
Millennium Management
Millennium Management
New York
-$16M
4
Invesco
Invesco
Georgia
-$10.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$426M -$82.5M -4,307,114 -18%
FMI
2
Fiduciary Management Inc
Wisconsin
$110M -$4.35M -227,268 -4%
Dodge & Cox
3
Dodge & Cox
California
$89.8M +$13.8M +718,910 +21%
Invesco
4
Invesco
Georgia
$28.3M -$10.9M -568,631 -30%
Morgan Stanley
5
Morgan Stanley
New York
$22.3M +$1.74M +90,720 +9%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$16M +$5.89M +307,801 +70%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$15.2M -$16.4M -857,198 -55%
Jane Street
8
Jane Street
New York
$12.9M +$9.97M +520,831 +600%
BlackRock
9
BlackRock
New York
$10.3M +$1.99M +104,014 +27%
Goldman Sachs
10
Goldman Sachs
New York
$9.86M +$281K +14,679 +3%
TBC
11
Tweedy, Browne Co
Connecticut
$7.3M +$89K +4,647 +1%
Northern Trust
12
Northern Trust
Illinois
$5.42M +$333K +17,383 +7%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.5M -$3.33M -173,900 -45%
CFM
14
Capricorn Fund Managers
United Kingdom
$4.49M +$2.24M +117,086 +125%
OMC
15
Old Mission Capital
Illinois
$4.43M +$3.99M +208,554 New
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$4.22M +$1.01M +52,871 +36%
XC
17
XY Capital
Hong Kong
$3.12M +$2.19M +114,151 +349%
PI
18
PEAK6 Investments
Illinois
$2.92M +$1.64M +85,755 +166%
Optiver Holding
19
Optiver Holding
Netherlands
$2.9M +$2.61M +136,553 New
EWA
20
EP Wealth Advisors
California
$2.9M -$184K -9,588 -77%
Cerity Partners
21
Cerity Partners
New York
$2.47M -$5.57K -291 -1%
Franklin Resources
22
Franklin Resources
California
$2.25M +$737K +38,501 +57%
Millennium Management
23
Millennium Management
New York
$2.19M -$16M -833,565 -89%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.08M +$1.87M +97,829 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.05M – – –
1
2 3 4 5

FMS Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2023, worth a combined $836M — up 16% from $721M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 21 closed out — a net gain of 1 holder — while 56 added to existing stakes and 36 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, unchanged from Q4 2022.
  • Funds reported $836M of Fresenius Medical Care stock for Q1 2023, up 16% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q1 2023 and 21 closed out, a net change of +1 holder.
  • 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.