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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
Pzena Investment Management
1
Pzena Investment Management
New York
$314M +$88.8K +4,480 +0%
FMI
2
Fiduciary Management Inc
Wisconsin
$104M -$5.26M -265,149 -5%
Dodge & Cox
3
Dodge & Cox
California
$81.4M
Morgan Stanley
4
Morgan Stanley
New York
$19.2M -$18M -907,292 -48%
Goldman Sachs
5
Goldman Sachs
New York
$12.4M +$492K +24,825 +4%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$10.9M +$1.54M +77,885 +16%
BlackRock
7
BlackRock
New York
$8.59M -$43.7K -2,204 -0.5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.59M +$1.36M +68,663 +25%
Northern Trust
9
Northern Trust
Illinois
$4.9M -$126K -6,364 -2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$4.28M +$2.4M +121,077 +120%
GS
11
GTS Securities
New York
$3.98M +$4.09M +206,224 New
Citadel Advisors
12
Citadel Advisors
Florida
$3.32M -$1.23M -62,216 -27%
MWM
13
Moran Wealth Management
Florida
$2.98M -$31.2K -1,574 -1%
Millennium Management
14
Millennium Management
New York
$2.88M +$2.96M +149,561 New
Two Sigma Investments
15
Two Sigma Investments
New York
$2.73M +$1.57M +79,207 +127%
PWM
16
Partnership Wealth Management
Maryland
$2.27M -$72.2K -3,645 -3%
VAG
17
VisionPoint Advisory Group
Texas
$2.22M +$1.51M +76,287 +196%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$2M +$5.81K +293 +0.3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.81M
SC
20
Settian Capital
New York
$1.74M
CSS
21
Cubist Systematic Strategies
Connecticut
$1.69M +$1.72M +86,564 +6,970%
HF
22
HRT Financial
New York
$1.69M +$1.74M +87,565 New
QCM
23
Quantinno Capital Management
New York
$1.59M +$736K +37,145 +82%
N
24
Nuveen
North Carolina
$1.52M +$80.3K +4,051 +5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.48M +$39.4K +1,988 +3%

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.