Fresenius Medical Care
FMS
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.
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: 167 → 167 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$27.4M |
| 2 |
IHAM
Integral Health Asset Management
New York
|
+$8.86M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.5M |
| 4 |
Two Sigma Investments
New York
|
+$2.4M |
| 5 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.83M |
| 2 |
SC
Settian Capital
New York
|
-$1.72M |
| 3 |
Jane Street
New York
|
-$1.64M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.39M |
| 5 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
176
ORG Partners
Roanoke,
Indiana
| – | -$111K | -5,786 | Closed |
|
|
PWM
177
Partnership Wealth Management
Towson,
Maryland
| – | -$79.2K | -4,150 | Closed |
|
|
EC
178
EntryPoint Capital
New York
| – | -$43.6K | -2,282 | Closed |
|
|
ACM
179
Aquatic Capital Management
Chicago,
Illinois
| – | -$26.7K | -1,400 | Closed |
|
|
CFM
180
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$17.2K | -900 | Closed |
|
|
AFIA
181
America First Investment Advisors
Omaha,
Nebraska
| – | -$10.3K | -538 | Closed |
|
|
CC
182
Cultivar Capital
Denton,
Texas
| – | -$6.68K | -350 | Closed |
|
|
ADL
183
Asset Dedication LLC
San Francisco,
California
| – | -$3.34K | -175 | Closed |
|
|
RFG
184
RFP Financial Group
Atlanta,
Georgia
| – | -$2.04K | -107 | Closed |
|
|
WWP
185
WR Wealth Planners
Columbia,
Missouri
| – | -$649 | -34 | Closed |
|
|
CB
186
Centennial Bank
Conway,
Arkansas
| – | -$573 | -30 | Closed |
|
187
Bessemer Group
Woodbridge,
New Jersey
| – | +$354 | +18 | New |
|
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.