Long4901.TJun 2026
FUJIFILM Holdings Corporation
Pzena initiated FUJIFILM because cash flow is temporarily depressed by investment in expanded Bio CDMO facilities. The firm expects free cash flow to improve materially as…
4901.T
Which hedge funds are long 4901.T?
2 published ideas on FUJIFILM Holdings Corporation across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on FUJIFILM Holdings Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
Long4901.TJun 2026
FUJIFILM Holdings Corporation
Polaris sees FUJIFILM as a value opportunity because the market is underpricing its contract drug-manufacturing and semiconductor-materials operations. Those businesses sit…