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Fresenius Medical Care
FMS

160 hedge funds and large institutions have $710M invested in Fresenius Medical Care in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

8% more funds holding

Funds holding: 148 → 160 (+12)

0.35% more ownership

Funds ownership: 11.27% → 11.62% (+0.35%)

0% less capital invested

Capital invested by funds: $713M → $710M (-$3.29M)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

9% less call options, than puts

Call options by funds: $4.18M | Put options by funds: $4.58M

Holders
160
Holders Change
+12
Holders Change %
+8.11%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
45
Reduced
47
Closed
15
Calls
$4.18M
Puts
$4.58M
Net Calls
-$403K
Net Calls Change
+$823K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$9.31M
3
Invesco
Invesco
Georgia
+$3.41M
4
MWM
Moran Wealth Management
Florida
+$2.99M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$8.02M
2
Goldman Sachs
Goldman Sachs
New York
-$5.19M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.23M
4
Jane Street
Jane Street
New York
-$2.34M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$339M -$412K -21,442 -0.1%
FMI
2
Fiduciary Management Inc
Wisconsin
$118M -$8.02M -417,637 -7%
Dodge & Cox
3
Dodge & Cox
California
$88M – – –
Morgan Stanley
4
Morgan Stanley
New York
$39.6M +$16.5M +861,551 +83%
Invesco
5
Invesco
Georgia
$20.4M +$3.41M +177,727 +22%
Goldman Sachs
6
Goldman Sachs
New York
$12.9M -$5.19M -270,293 -30%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$10.2M +$9.31M +484,998 +14,252%
BlackRock
8
BlackRock
New York
$9.33M -$1.34M -69,787 -13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.69M +$272K +14,170 +5%
Northern Trust
10
Northern Trust
Illinois
$5.43M +$31.6K +1,647 +0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$4.88M +$2.6M +135,601 +137%
MWM
12
Moran Wealth Management
Florida
$3.25M +$2.99M +155,897 New
GCAC
13
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.56M +$340K +17,725 +17%
PWM
14
Partnership Wealth Management
Maryland
$2.34M +$2.33M +121,243 New
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$2.16M +$211K +10,977 +12%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$2.1M +$1.58M +82,435 +447%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.95M – – –
SC
18
Settian Capital
New York
$1.87M +$960K +50,000 +125%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.55M -$213K -11,094 -13%
N
20
Nuveen
North Carolina
$1.55M +$1.41M +73,297 +7,250%
Franklin Resources
21
Franklin Resources
California
$1.54M -$65.2K -3,394 -4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$1.38M +$790K +41,139 +165%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.3M -$159K -8,300 -12%
Bank of America
24
Bank of America
North Carolina
$1.24M -$356K -18,550 -24%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.15M +$15.4K +800 +1%
1
2 3 4 5

FMS Hedge Fund Activity: Q4 2023 in Review

160 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q4 2023, worth a combined $710M — down 0.46% from $713M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FMS positions and 15 closed out — a net gain of 13 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Fiduciary Management Inc, cutting an estimated $8.02M.

  • 160 institutional investors held Fresenius Medical Care (FMS) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $710M of Fresenius Medical Care stock for Q4 2023, down 0.46% quarter-over-quarter.
  • 28 funds opened new Fresenius Medical Care positions in Q4 2023 and 15 closed out, a net change of +13 holders.
  • The largest Fresenius Medical Care buyer in Q4 2023 was Morgan Stanley, an estimated $16.5M added.
  • The largest Fresenius Medical Care seller in Q4 2023 was Fiduciary Management Inc, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2023.