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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
CA
126
Centerpoint Advisors
Massachusetts
$10K
IA
127
IFP Advisors
Florida
$9.88K
SAM
128
Smartleaf Asset Management
Massachusetts
$8.91K +$3.56K +181 +76%
GWM
129
Geneos Wealth Management
Colorado
$8.63K +$7.97K +405 New
PP
130
PrairieView Partners
Minnesota
$8K
Lazard Asset Management
131
Lazard Asset Management
New York
$8K +$3.09K +157 +60%
Simplex Trading
132
Simplex Trading
Illinois
$8K +$7.4K +376 New
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$7.54K
CIA
134
Cape Investment Advisory
Georgia
$6.67K
JFA
135
JNBA Financial Advisors
Minnesota
$6.42K
RIL
136
Rothschild Investment LLC
Illinois
$4.77K -$4.76K -242 -52%
W
137
WealthCollab
Washington
$4.67K
EB
138
Eastern Bank
Massachusetts
$4.45K +$4.11K +209 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$4.34K
NA
140
NewEdge Advisors
Louisiana
$4.3K -$177 -9 -4%
JWA
141
JFS Wealth Advisors
Pennsylvania
$3.47K -$79 -4 -2%
MG
142
Mather Group
Illinois
$3.19K
UB
143
UMB Bank
Missouri
$3.19K
FFA
144
Frazier Financial Advisors
Ohio
$2.39K -$8.05K -409 -79%
GEA
145
Glen Eagle Advisors
New Jersey
$2.28K
CFO
146
CVA Family Office
Colorado
$2.19K -$98 -5 -5%
AP
147
Atwood & Palmer
Missouri
$2.13K
GRP
148
Global Retirement Partners
California
$1.92K
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.87K +$1.73K +88 New
TPCW
150
TD Private Client Wealth
New York
$1.62K -$315 -16 -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.