Fresenius Medical Care
About: Fresenius Medical Care is the largest dialysis company in the world, treating about 300,000 patients from nearly 3,700 clinics worldwide as of December 2024. In addition to providing dialysis services, the firm is a leading supplier of dialysis products, including machines, dialyzers, and concentrates. Fresenius accounts for about 35% of the global dialysis products market, creating the world's only fully integrated dialysis business. Services account for about three-fourths of sales, while the balance is generated from medical technology products that enable dialysis treatments.
Employees: 112,445
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
67% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 49
52% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 21
43% more call options, than puts
Call options by funds: $1.7M | Put options by funds: $1.19M
20% more capital invested
Capital invested by funds: $873M [Q1] → $1.05B (+$174M) [Q2]
4% more funds holding
Funds holding: 198 [Q1] → 205 (+7) [Q2]
5.7% less ownership
Funds ownership: 11.94% [Q1] → 6.24% (-5.7%) [Q2]
Financial journalist opinion