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Fresenius Medical Care

167 hedge funds and large institutions have $713M invested in Fresenius Medical Care in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.34M

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $598M → $713M (+$115M)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0.73% more ownership

Funds ownership: 10.68%11.41% (+0.73%)

0% more funds holding

Funds holding: 167167 (0)

Holders
167
Holders Change
Holders Change %
0%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
58
Reduced
47
Closed
20
Calls
$1.7M
Puts
$1.34M
Net Calls
+$360K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$1.21M +$816K +41,478 +270%
CAM
27
Cresset Asset Management
Illinois
$1.16M +$365K +18,541 +51%
VC
28
Veracity Capital
Georgia
$1.1M +$4.07K +207 +0.4%
MCM
29
Mork Capital Management
California
$1.01M
HCMT
30
Highland Capital Management (Tennessee)
Tennessee
$941K -$4.92K -250 -0.6%
UBS Group
31
UBS Group
Switzerland
$919K +$14.6K +740 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$885K +$114K +5,781 +16%
UCI
33
Uncommon Cents Investing
Wisconsin
$881K +$45.1K +2,290 +6%
Mariner
34
Mariner
Kansas
$867K +$120K +6,072 +18%
XT
35
XTX Topco
Cayman Islands
$847K +$324K +16,487 +71%
Creative Planning
36
Creative Planning
Kansas
$810K -$41.9K -2,130 -5%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$769K +$55.4K +2,817 +8%
EI
38
Ethic Inc
New York
$760K -$288K -14,641 -27%
SFM
39
Signet Financial Management
New Jersey
$750K +$693K +35,212 New
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$728K -$1.39M -70,500 -66%
CAM
41
Cacti Asset Management
Georgia
$708K
LWAM
42
Legacy Wealth Asset Management
Minnesota
$701K -$101K -5,151 -14%
Wells Fargo
43
Wells Fargo
California
$692K +$37.1K +1,887 +6%
TC
44
TwinBeech Capital
New York
$663K +$612K +31,118 New
CCIA
45
Campbell & Co Investment Adviser
Maryland
$661K +$334K +16,987 +121%
VPIM
46
Vanguard Personalized Indexing Management
California
$582K -$27K -1,372 -5%
Cerity Partners
47
Cerity Partners
New York
$570K -$57.6K -2,925 -10%
MIS
48
Morningstar Investment Services
Illinois
$541K +$8.23K +418 +2%
American Century Companies
49
American Century Companies
Missouri
$512K
SC
50
Searle & Co
Connecticut
$496K

FMS Hedge Fund Activity: Q3 2024 in Review

167 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q3 2024, worth a combined $713M — up 19% from $598M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMS positions and 20 closed out — a net gain of 2 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $27.4M. The largest seller was Goldman Sachs, cutting an estimated $1.83M.

  • 167 institutional investors held Fresenius Medical Care (FMS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $713M of Fresenius Medical Care stock for Q3 2024, up 19% quarter-over-quarter.
  • 22 funds opened new Fresenius Medical Care positions in Q3 2024 and 20 closed out, a net change of +2 holders.
  • The largest Fresenius Medical Care buyer in Q3 2024 was Fiduciary Management Inc, an estimated $27.4M added.
  • The largest Fresenius Medical Care seller in Q3 2024 was Goldman Sachs, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2024.