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Fresenius Medical Care

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: 160172 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
126
Colonial Trust Advisors
South Carolina
$14.3K
BTI
127
Blue Trust Inc
Georgia
$14K +$476 +24 +3%
PS
128
Principal Securities
Iowa
$13.8K +$6.46K +326 +84%
EWA
129
EverSource Wealth Advisors
Alabama
$12.2K +$4.44K +224 +63%
SS
130
Sunbelt Securities
Texas
$11.9K
AFIA
131
America First Investment Advisors
Nebraska
$10.4K
EC
132
EntryPoint Capital
New York
$9.41K +$9.67K +488 New
MLA
133
MB, Levis & Associates
Pennsylvania
$9.22K
CA
134
Centerpoint Advisors
Massachusetts
$9K
PP
135
PrairieView Partners
Minnesota
$9K
VWM
136
Venturi Wealth Management
Texas
$8.06K
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$6.83K
CIA
138
Cape Investment Advisory
Georgia
$6.04K +$4.44K +224 +252%
JFA
139
JNBA Financial Advisors
Minnesota
$5.81K
FFA
140
Farther Finance Advisors
California
$4.79K -$714 -36 -13%
W
141
WealthCollab
Washington
$4.22K
CT
142
Cambridge Trust
Massachusetts
$4.03K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$3.93K
NA
144
NewEdge Advisors
Louisiana
$3.82K +$3.92K +198 New
MG
145
Mather Group
Illinois
$3.33K +$3.17K +160 New
JWA
146
JFS Wealth Advisors
Pennsylvania
$3.22K -$59 -3 -2%
FFA
147
Frazier Financial Advisors
Ohio
$3.08K +$2.08K +105 +191%
UB
148
UMB Bank
Missouri
$2.89K
SAM
149
Smartleaf Asset Management
Massachusetts
$2.83K -$43.1K -2,175 -94%
TFM
150
TFC Financial Management
Massachusetts
$2.7K +$2.77K +140 New

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.