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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
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$496K +$67.9K +3,451 +17%
FTDI
52
First Trust Direct Indexing
Massachusetts
$488K +$39.8K +2,021 +10%
Charles Schwab
53
Charles Schwab
California
$472K +$44K +2,233 +11%
VA
54
Vident Advisory
Georgia
$446K +$52.8K +2,682 +15%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$442K +$77.5K +3,939 +23%
TPM
56
Triasima Portfolio Management
Quebec, Canada
$438K -$1.28M -64,870 -76%
RWM
57
Ritholtz Wealth Management
New York
$434K -$325K -16,527 -45%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$420K +$388K +19,706 New
US Bancorp
59
US Bancorp
Minnesota
$401K +$630 +32 +0.2%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$390K +$5.12K +260 +1%
CP
61
Castleview Partners
Texas
$368K +$90K +4,571 +36%
RJA
62
Raymond James & Associates
Florida
$349K -$85.5K -4,344 -21%
HighTower Advisors
63
HighTower Advisors
Illinois
$349K -$22.2K -1,126 -6%
TI
64
Tidal Investments
Wisconsin
$349K -$8.88K -451 -3%
WHC
65
Wulff, Hansen & Co
California
$347K -$33.2K -1,688 -9%
ACA
66
Atlas Capital Advisors
Wyoming
$347K +$320K +16,276 New
RP
67
Riverwater Partners
Wisconsin
$346K +$73.5K +3,736 +30%
MHC
68
Meyer Handelman Company
New York
$341K
Optiver Holding
69
Optiver Holding
Netherlands
$326K +$165K +8,366 +121%
KOC
70
Koss-Olinger Consulting
Florida
$320K
MML Investors Services
71
MML Investors Services
Massachusetts
$320K +$14.8K +753 +5%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$307K -$2.2K -112 -0.8%
LPAM
73
Lodestar Private Asset Management
California
$307K -$13.8K -700 -5%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$305K +$282K +14,340 New
EHC
75
Everett Harris & Co
California
$290K -$53K -2,694 -17%

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.