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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
AFS
101
Annapolis Financial Services
Maryland
$49.6K
CH
102
Cromwell Holdings
Wyoming
$48.5K
HFM
103
Hartford Financial Management
Connecticut
$46.1K +$5.1K +259 +14%
GIA
104
GHP Investment Advisors
Colorado
$45.6K
Osaic Holdings
105
Osaic Holdings
Arizona
$42.6K -$9.49K -482 -19%
PAM
106
Paradigm Asset Management
New York
$42.6K -$5.91K -300 -13%
WSFS
107
Wilmington Savings Fund Society
Delaware
$38.4K +$35.5K +1,804 New
AF
108
Allworth Financial
California
$35.7K +$11.4K +581 +53%
SSB
109
Sandy Spring Bank
Maryland
$35.4K
CFGS
110
Concourse Financial Group Securities
Alabama
$32.5K
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$31K +$7.48K +380 +35%
BGAI
112
Bruce G. Allen Investments
Colorado
$30.7K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$30K -$1.85K -94 -6%
TRCT
114
Tower Research Capital (TRC)
New York
$25.8K +$19.7K +1,000 +476%
Citigroup
115
Citigroup
New York
$25.3K -$1.59K -81 -6%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$21.6K -$25.7K -1,306 -56%
PS
117
Principal Securities
Iowa
$21K +$3.6K +183 +23%
LC
118
Lindbrook Capital
California
$20.6K -$5.35K -272 -22%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$20.1K +$9.7K +493 +110%
LWCFA
120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.8K
EWA
121
EverSource Wealth Advisors
Alabama
$18.1K +$2.5K +127 +18%
CTA
122
Colonial Trust Advisors
South Carolina
$15.8K
SS
123
Sunbelt Securities
Texas
$13.4K
FFA
124
Farther Finance Advisors
California
$10.2K +$4.41K +224 +88%
MLA
125
MB, Levis & Associates
Pennsylvania
$10.2K

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.