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Fresenius Medical Care

189 hedge funds and large institutions have $770M invested in Fresenius Medical Care in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

117% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $602K

47% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 43

13% more funds holding

Funds holding: 167189 (+22)

8% more capital invested

Capital invested by funds: $713M → $770M (+$56.9M)

0.19% more ownership

Funds ownership: 11.41%11.59% (+0.19%)

Holders
189
Holders Change
+22
Holders Change %
+13.17%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
63
Reduced
43
Closed
14
Calls
$1.31M
Puts
$602K
Net Calls
+$704K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$789
LFG
177
Larson Financial Group
Missouri
$702
BIA
178
Bell Investment Advisors
California
$680
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$543
IRC
180
Investors Research Corp
Georgia
$475
ZB
181
Zions Bancorporation
Utah
$385
AWM
182
Abound Wealth Management
Tennessee
$227
PFBT
183
Parkside Financial Bank & Trust
Missouri
$227
MFG
184
Mendota Financial Group
Wisconsin
$182 +$43 +2 +33%
Citadel Advisors
185
Citadel Advisors
Florida
$136 -$1.48M -68,329 -100%
SS
186
SBI Securities
Japan
$136 +$130 +6 New
BC
187
Broadwater Capital
Massachusetts
$113
Barclays
188
Barclays
United Kingdom
$23
XT
189
XTX Topco
Cayman Islands
-$847K -39,769 Closed
TC
190
TwinBeech Capital
New York
-$663K -31,118 Closed
MIS
191
Morningstar Investment Services
Illinois
-$541K -25,389 Closed
FTDI
192
First Trust Direct Indexing
Massachusetts
-$488K -22,901 Closed
TPM
193
Triasima Portfolio Management
Quebec, Canada
-$438K -20,560 Closed
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$420K -19,706 Closed
D.E. Shaw & Co
195
D.E. Shaw & Co
New York
-$305K -14,340 Closed
Verition Fund Management
196
Verition Fund Management
Connecticut
-$237K -11,127 Closed
Allspring Global Investments
197
Allspring Global Investments
North Carolina
-$31K -1,456 Closed
SS
198
Sunbelt Securities
Texas
-$13.4K -628 Closed
FFA
199
Frazier Financial Advisors
Ohio
-$2.39K -112 Closed
GRP
200
Global Retirement Partners
California
-$1.92K -90 Closed

FMS Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2024, worth a combined $770M — up 8% from $713M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FMS positions and 14 closed out — a net gain of 24 holders — while 63 added to existing stakes and 43 trimmed.

The largest buyer was Millennium Management, adding an estimated $15.4M. The largest seller was Pzena Investment Management, cutting an estimated $20.2M.

  • 189 institutional investors held Fresenius Medical Care (FMS) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $770M of Fresenius Medical Care stock for Q4 2024, up 8% quarter-over-quarter.
  • 38 funds opened new Fresenius Medical Care positions in Q4 2024 and 14 closed out, a net change of +24 holders.
  • The largest Fresenius Medical Care buyer in Q4 2024 was Millennium Management, an estimated $15.4M added.
  • The largest Fresenius Medical Care seller in Q4 2024 was Pzena Investment Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2024.