4901.T

Which hedge funds are long 4901.T?

2 published ideas on FUJIFILM Holdings Corporation across 2 funds — 2 long and 0 short.

FUJIFILM Holdings hedge fund investment theses

Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on FUJIFILM Holdings: the full investment 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

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…

Pzena Investment Management, LLC — International Value Composite All 4901.T ideas

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…

Polaris Capital Management, LLC — Global Equity Composite All 4901.T ideas