Fresenius Medical Care
160 hedge funds and large institutions have $710M invested in Fresenius Medical Care in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
8% more funds holding
Funds holding: 148 → 160 (+12)
0.35% more ownership
Funds ownership: 11.27% → 11.62% (+0.35%)
0% less capital invested
Capital invested by funds: $713M → $710M (-$3.29M)
4% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 47
9% less call options, than puts
Call options by funds: $4.18M | Put options by funds: $4.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.5M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$9.31M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.41M |
| 4 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$2.99M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$8.02M |
| 2 |
Goldman Sachs
New York
|
-$5.19M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.23M |
| 4 |
Jane Street
New York
|
-$2.34M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$1.98M |
FMS Hedge Fund Activity: Q4 2023 in Review
160 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2023, worth a combined $710M — down 0.46% from $713M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FMS positions and 15 closed out — a net gain of 13 holders — while 45 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Fiduciary Management Inc, cutting an estimated $8.02M.
- 160 institutional investors held Fresenius Medical Care (FMS) as of Q4 2023, up from 148 in Q3 2023.
- Funds reported $710M of Fresenius Medical Care stock for Q4 2023, down 0.46% quarter-over-quarter.
- 28 funds opened new Fresenius Medical Care positions in Q4 2023 and 15 closed out, a net change of +13 holders.
- The largest Fresenius Medical Care buyer in Q4 2023 was Morgan Stanley, an estimated $16.5M added.
- The largest Fresenius Medical Care seller in Q4 2023 was Fiduciary Management Inc, an estimated $8.02M sold.
Based on aggregated 13F filings for Q4 2023.