Marshall Wace
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Marshall Wace’s Fresenius Medical Care FMS Stock Holding History

Marshall Wace’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
2025
Q3 		– Sell
-10,074
Closed -$288K – 3039
2025
Q2 		$288K Sell
10,074
-10,308
-51% -$277K ﹤0.01% 2338
2025
Q1 		$508K Sell
20,382
-109,199
-84% -$2.6M ﹤0.01% 2075
2024
Q4 		$2.93M Buy
129,581
+72,740
+128% +$1.58M ﹤0.01% 1295
2024
Q3 		$1.21M Buy
56,841
+41,478
+270% +$816K ﹤0.01% 1571
2024
Q2 		$293K Buy
15,363
+1,207
+9% +$24.6K ﹤0.01% 2167
2024
Q1 		$273K Buy
+14,156
New +$281K ﹤0.01% 2143
2023
Q4 		– Sell
-150,016
Closed -$3.23M – 2308
2023
Q3 		$3.23M Buy
+150,016
New +$3.64M 0.01% 1026
2022
Q4 		– Sell
-311,743
Closed -$4.38M – 3092
2022
Q3 		$4.38M Buy
311,743
+286,838
+1,152% +$5.42M 0.01% 1463
2022
Q2 		$621K Buy
+24,905
New +$744K ﹤0.01% 2689
2022
Q1 		– Sell
-12,329
Closed -$400K – 3552
2021
Q4 		$400K Buy
+12,329
New +$406K ﹤0.01% 2913
2021
Q1 		– Sell
-54,400
Closed -$2.26M – 2596
2020
Q4 		$2.26M Sell
54,400
-23,717
-30% -$988K 0.01% 902
2020
Q3 		$3.32M Buy
+78,117
New +$3.37M 0.02% 658
2020
Q2 		– Sell
-76,485
Closed -$2.51M – 1679
2020
Q1 		$2.51M Sell
76,485
-26,791
-26% -$996K 0.03% 554
2019
Q4 		$3.8M Buy
103,276
+36,884
+56% +$1.31M 0.03% 621
2019
Q3 		$2.23M Buy
66,392
+8,323
+14% +$295K 0.02% 733
2019
Q2 		$2.28M Sell
58,069
-101,573
-64% -$4.02M 0.02% 736
2019
Q1 		$6.47M Buy
159,642
+58,904
+58% +$2.2M 0.06% 391
2018
Q4 		$3.26M Buy
+100,738
New +$4.07M 0.03% 594
2017
Q1 		– Sell
-33,883
Closed -$1.43M – 453
2016
Q4 		$1.43M Buy
+33,883
New +$1.38M 0.01% 708
2016
Q3 		– Sell
-12,560
Closed -$547K – 1003
2016
Q2 		$547K Sell
12,560
-7,749
-38% -$334K ﹤0.01% 811
2016
Q1 		$895K Buy
+20,309
New +$860K 0.01% 739

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Marshall Wace's FMS Position: Q3 2025 in Review

Marshall Wace sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 10,074 shares — an estimated $288K sold.

Marshall Wace first reported a position in FMS in Q1 2016 and held it in 21 quarters. The position peaked at $6.47M in Q1 2019. 205 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

  • Marshall Wace reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 10,074 Fresenius Medical Care shares in Q3 2025, an estimated $288K.
  • Marshall Wace first reported a position in Fresenius Medical Care in Q1 2016 and held it in 21 quarters.
  • Marshall Wace's Fresenius Medical Care position peaked at $6.47M in Q1 2019.
  • 205 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.