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Fresenius Medical Care
FMS

167 hedge funds and large institutions have $598M invested in Fresenius Medical Care in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $822K

42% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 45

0.64% less ownership

Funds ownership: 11.32% → 10.68% (-0.64%)

3% less funds holding

Funds holding: 172 → 167 (-5)

7% less capital invested

Capital invested by funds: $641M → $598M (-$42.7M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
64
Reduced
45
Closed
22
Calls
$1.62M
Puts
$822K
Net Calls
+$797K
Net Calls Change
+$512K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.42M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.17M
3
BlackRock
BlackRock
New York
+$485K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$472K
5
CAM
Cresset Asset Management
Illinois
+$451K

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$10.9M
2
FMI
Fiduciary Management Inc
Wisconsin
-$4.86M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.28M
4
GS
GTS Securities
New York
-$3.98M
5
Millennium Management
Millennium Management
New York
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$8.86K -$22.6K -1,110 -71%
VWM
127
Venturi Wealth Management
Texas
$8.76K +$836 +41 +10%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$8.59K +$8.93K +438 +3,650%
PP
129
PrairieView Partners
Minnesota
$7K – – –
GJIA
130
Glass Jacobson Investment Advisors
Maryland
$6.76K – – –
CC
131
Cultivar Capital
Texas
$6.68K +$7.14K +350 New
CIA
132
Cape Investment Advisory
Georgia
$5.97K – – –
JFA
133
JNBA Financial Advisors
Minnesota
$5.75K – – –
FFA
134
Farther Finance Advisors
California
$4.91K +$102 +5 +2%
SAM
135
Smartleaf Asset Management
Massachusetts
$4.54K +$1.85K +91 +62%
W
136
WealthCollab
Washington
$4.18K – – –
NA
137
NewEdge Advisors
Louisiana
$4.03K +$265 +13 +7%
TRCT
138
Tower Research Capital (TRC)
New York
$4.01K -$167K -8,199 -98%
Lazard Asset Management
139
Lazard Asset Management
New York
$4K +$5.32K +261 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$3.89K – – –
ADL
141
Asset Dedication LLC
California
$3.34K +$3.57K +175 New
JWA
142
JFS Wealth Advisors
Pennsylvania
$3.19K – – –
MG
143
Mather Group
Illinois
$2.89K -$204 -10 -6%
UB
144
UMB Bank
Missouri
$2.86K – – –
CFO
145
CVA Family Office
Colorado
$2.06K +$2.2K +108 New
GEA
146
Glen Eagle Advisors
New Jersey
$2.05K +$2.18K +107 New
RFG
147
RFP Financial Group
Georgia
$2.04K – – –
AP
148
Atwood & Palmer
Missouri
$1.91K – – –
TPCW
149
TD Private Client Wealth
New York
$1.76K +$877 +43 +88%
GRP
150
Global Retirement Partners
California
$1.72K – – –
4 5
6
7 8

FMS Hedge Fund Activity: Q2 2024 in Review

167 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2024, worth a combined $598M — down 6.7% from $641M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FMS and 18 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 64 added.

The largest buyer was Goldman Sachs, adding an estimated $2.42M. The largest seller was Pacer Advisors, exiting entirely with an estimated $10.9M sold.

  • 167 institutional investors held Fresenius Medical Care (FMS) as of Q2 2024, down from 172 in Q1 2024.
  • Funds reported $598M of Fresenius Medical Care stock for Q2 2024, down 6.7% quarter-over-quarter.
  • 18 funds opened new Fresenius Medical Care positions in Q2 2024 and 22 closed out, a net change of -4 holders.
  • The largest Fresenius Medical Care buyer in Q2 2024 was Goldman Sachs, an estimated $2.42M added.
  • The largest Fresenius Medical Care seller in Q2 2024 was Pacer Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2024.