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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
JWM
151
Janiczek Wealth Management
Colorado
$1.53K +$1.63K +80 New
FHA
152
First Horizon Advisors
Tennessee
$1.28K -$428 -21 -24%
GKIM
153
GW&K Investment Management
Massachusetts
$1K -$449 -22 -26%
WWP
154
WR Wealth Planners
Missouri
$649 – – –
LFG
155
Larson Financial Group
Missouri
$592 – – –
BIA
156
Bell Investment Advisors
California
$573 – – –
CB
157
Centennial Bank
Arkansas
$573 +$612 +30 New
HCP
158
Hexagon Capital Partners
Arkansas
$516 -$1.98K -97 -78%
TWD
159
True Wealth Design
Ohio
$516 +$61 +3 +13%
PO
160
Private Ocean
California
$458 +$489 +24 New
IRC
161
Investors Research Corp
Georgia
$401 – – –
ZB
162
Zions Bancorporation
Utah
$325 -$652 -32 -65%
AWM
163
Abound Wealth Management
Tennessee
$287 – – –
PFBT
164
Parkside Financial Bank & Trust
Missouri
$191 – – –
MFG
165
Mendota Financial Group
Wisconsin
$96 +$102 +5 New
BC
166
Broadwater Capital
Massachusetts
$95 – – –
Barclays
167
Barclays
United Kingdom
$19 – – –
Pacer Advisors
168
Pacer Advisors
Pennsylvania
– -$10.9M -566,286 Closed
Arrowstreet Capital
169
Arrowstreet Capital
Massachusetts
– -$4.28M -221,963 Closed
GS
170
GTS Securities
New York
– -$3.98M -206,224 Closed
Millennium Management
171
Millennium Management
New York
– -$2.88M -149,561 Closed
CSS
172
Cubist Systematic Strategies
Connecticut
– -$1.69M -87,806 Closed
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
– -$1.47M -76,176 Closed
SC
174
Shay Capital
New York
– -$1.16M -60,000 Closed
Voloridge Investment Management
175
Voloridge Investment Management
Florida
– -$898K -46,602 Closed
4 5 6
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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.