Dmitry Balyasny’s Fresenius Medical Care FMS Stock Holding History

Dmitry Balyasny’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Buy	+56,827	New	+$1.28M	﹤0.01%	2071
2026 Q1	–	Sell	-75,530	Closed	-$1.8M	–	3096
2025 Q4	$1.8M	Buy	+75,530	New	+$1.88M	﹤0.01%	1914
2024 Q3	–	Sell	-57,433	Closed	-$1.1M	–	2876
2024 Q2	$1.1M	Buy	+57,433	New	+$1.17M	﹤0.01%	1755
2023 Q4	–	Sell	-91,982	Closed	-$1.98M	–	2613
2023 Q3	$1.98M	Sell	91,982 -554,163	-86%	-$13.5M	﹤0.01%	1375
2023 Q2	$15.5M	Sell	646,145 -104,465	-14%	-$2.4M	0.03%	618
2023 Q1	$16M	Buy	750,610 +307,801	+70%	+$5.89M	0.04%	598
2022 Q4	$7.24M	Buy	442,809 +285,552	+182%	+$4.23M	0.02%	867
2022 Q3	$2.21M	Buy	+157,257	New	+$2.97M	0.01%	1440
2021 Q2	–	Sell	-7,574	Closed	-$279K	–	2083
2021 Q1	$279K	Buy	+7,574	New	+$286K	﹤0.01%	1519
2020 Q4	–	Sell	-20,008	Closed	-$850K	–	1449
2020 Q3	$850K	Buy	+20,008	New	+$863K	0.01%	1030
2020 Q2	–	Sell	-49,434	Closed	-$1.62M	–	1250
2020 Q1	$1.62M	Buy	+49,434	New	+$1.84M	0.02%	657
2018 Q2	–	Sell	-27,341	Closed	-$1.4M	–	1886
2018 Q1	$1.4M	Buy	+27,341	New	+$1.46M	0.01%	1102

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Dmitry Balyasny's FMS Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 56,827 shares worth $1.28M. The stake represents ﹤0.01% of the portfolio and ranks #2071 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in FMS as recently as Q4 2025.

Dmitry Balyasny first reported a position in FMS in Q1 2018 and has held it in 12 quarters since. The position peaked at $16M in Q1 2023. 232 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Dmitry Balyasny held 56,827 shares of Fresenius Medical Care worth $1.28M as of Q2 2026.
Fresenius Medical Care was a new Dmitry Balyasny position in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2071 holding.
Dmitry Balyasny first reported a position in Fresenius Medical Care in Q1 2018 and has held it in 12 quarters since.
Dmitry Balyasny's Fresenius Medical Care position peaked at $16M in Q1 2023.
232 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.