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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
RIL
151
Rothschild Investment LLC
Illinois
$2.45K -$1.65K -83 -40%
HCP
152
Hexagon Capital Partners
Arkansas
$2.39K
RFG
153
RFP Financial Group
Georgia
$2.06K
GKIM
154
GW&K Investment Management
Massachusetts
$2K +$694 +35 +69%
AP
155
Atwood & Palmer
Missouri
$1.93K
GRP
156
Global Retirement Partners
California
$1.74K -$3.55K -179 -67%
FHA
157
First Horizon Advisors
Tennessee
$1.68K -$872 -44 -34%
TPCW
158
TD Private Client Wealth
New York
$945
ZB
159
Zions Bancorporation
Utah
$945
WWP
160
WR Wealth Planners
Missouri
$656 +$674 +34 New
LFG
161
Larson Financial Group
Missouri
$598
BIA
162
Bell Investment Advisors
California
$579
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$463
TWD
164
True Wealth Design
Ohio
$463 +$238 +12 +100%
IRC
165
Investors Research Corp
Georgia
$405
AWM
166
Abound Wealth Management
Tennessee
$290
Russell Investments Group
167
Russell Investments Group
United Kingdom
$231 +$238 +12 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
$193
First Manhattan
169
First Manhattan
New York
$192 -$4.12K -208 -95%
HIA
170
Harbor Investment Advisory
Maryland
$135 +$139 +7 New
BC
171
Broadwater Capital
Massachusetts
$96 +$99 +5 New
Barclays
172
Barclays
United Kingdom
$19 +$20 +1 New
Invesco
173
Invesco
Georgia
-$20.4M -978,863 Closed
GCAC
174
Guardian Capital Advisors (Canada)
Ontario, Canada
-$2.56M -123,715 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$1M -50,571 Closed

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.