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Fresenius Medical Care
FMS

172 hedge funds and large institutions have $641M invested in Fresenius Medical Care in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

11% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.57M

8% more funds holding

Funds holding: 160 → 172 (+12)

0.3% less ownership

Funds ownership: 11.62% → 11.32% (-0.3%)

10% less capital invested

Capital invested by funds: $710M → $641M (-$69.2M)

Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
57
Reduced
43
Closed
20
Calls
$2.86M
Puts
$2.57M
Net Calls
+$285K
Net Calls Change
+$688K

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$4.09M
2
Millennium Management
Millennium Management
New York
+$2.96M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.4M
4
HF
HRT Financial
New York
+$1.74M
5
CSS
Cubist Systematic Strategies
Connecticut
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$20.4M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
FMI
Fiduciary Management Inc
Wisconsin
-$5.26M
4
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
-$2.56M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$1.47M +$1.21M +60,831 +396%
Franklin Resources
27
Franklin Resources
California
$1.43M -$674 -34 -0%
Bank of America
28
Bank of America
North Carolina
$1.4M +$261K +13,190 +22%
TPM
29
Triasima Portfolio Management
Quebec, Canada
$1.29M +$1.33M +67,070 New
Jane Street
30
Jane Street
New York
$1.29M +$1.02M +51,586 +338%
SC
31
Shay Capital
New York
$1.16M +$1.19M +60,000 New
JP Morgan Chase
32
JP Morgan Chase
New York
$1.16M +$1.08M +54,320 +963%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.12M +$65.4K +3,300 +6%
QCM
34
QRG Capital Management
Illinois
$1.05M +$176K +8,870 +19%
VC
35
Veracity Capital
Georgia
$1.02M +$665K +33,543 +172%
Corient Private Wealth
36
Corient Private Wealth
Florida
$1M -$281K -14,172 -21%
HCMT
37
Highland Capital Management (Tennessee)
Tennessee
$928K – – –
MCM
38
Mork Capital Management
California
$910K -$87K -4,390 -9%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$898K +$924K +46,602 New
DC
40
Davenport & Co
Virginia
$881K +$906K +45,705 New
CGH
41
Crossmark Global Holdings
Texas
$810K -$9.67K -488 -1%
EI
42
Ethic Inc
New York
$760K +$68.7K +3,468 +10%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$750K -$37.2K -1,879 -5%
UCI
44
Uncommon Cents Investing
Wisconsin
$748K +$57.3K +2,890 +8%
CAM
45
Cacti Asset Management
Georgia
$723K -$188K -9,500 -22%
UBS Group
46
UBS Group
Switzerland
$717K +$117K +5,913 +19%
RWM
47
Ritholtz Wealth Management
New York
$694K +$114K +5,769 +19%
Cerity Partners
48
Cerity Partners
New York
$655K +$143K +7,192 +27%
Creative Planning
49
Creative Planning
Kansas
$651K +$77.7K +3,919 +13%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$593K +$324K +16,340 +113%
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FMS Hedge Fund Activity: Q1 2024 in Review

172 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q1 2024, worth a combined $641M — down 9.7% from $710M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FMS positions and 20 closed out — a net gain of 12 holders — while 57 added to existing stakes and 43 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $4.09M. The largest seller was Invesco, exiting entirely with an estimated $20.4M sold.

  • 172 institutional investors held Fresenius Medical Care (FMS) as of Q1 2024, up from 160 in Q4 2023.
  • Funds reported $641M of Fresenius Medical Care stock for Q1 2024, down 9.7% quarter-over-quarter.
  • 32 funds opened new Fresenius Medical Care positions in Q1 2024 and 20 closed out, a net change of +12 holders.
  • The largest Fresenius Medical Care buyer in Q1 2024 was GTS Securities, an estimated $4.09M added.
  • The largest Fresenius Medical Care seller in Q1 2024 was Invesco, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2024.