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Fresenius Medical Care

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.

New
Increased
Maintained
Reduced
Closed

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: 167167 (0)

Holders
167
Holders Change
Holders Change %
0%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
58
Reduced
47
Closed
20
Calls
$1.7M
Puts
$1.34M
Net Calls
+$360K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$345M +$619K +31,448 +0.2%
FMI
2
Fiduciary Management Inc
Wisconsin
$140M +$27.4M +1,391,259 +27%
Dodge & Cox
3
Dodge & Cox
California
$88.9M -$976K -49,600 -1%
Morgan Stanley
4
Morgan Stanley
New York
$22M +$1.05M +53,322 +5%
Goldman Sachs
5
Goldman Sachs
New York
$14.3M -$1.83M -92,838 -12%
BlackRock
6
BlackRock
New York
$10.1M +$132K +6,686 +1%
IHAM
7
Integral Health Asset Management
New York
$9.59M +$8.86M +450,000 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.11M +$713K +36,212 +12%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$6.62M +$5.5M +279,287 New
Northern Trust
10
Northern Trust
Illinois
$5.29M -$235K -11,949 -5%
MWM
11
Moran Wealth Management
Florida
$4.97M +$1.47M +74,621 +47%
VAG
12
VisionPoint Advisory Group
Texas
$3.12M +$350K +17,805 +14%
Two Sigma Investments
13
Two Sigma Investments
New York
$2.95M +$2.4M +122,094 +738%
QCM
14
Quantinno Capital Management
New York
$2.34M +$956K +48,554 +79%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.93M -$60.8K -3,088 -3%
Corient Private Wealth
16
Corient Private Wealth
Florida
$1.82M +$204K +10,349 +14%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.63M -$142K -7,224 -9%
N
18
Nuveen
North Carolina
$1.57M -$85.3K -4,332 -6%
Franklin Resources
19
Franklin Resources
California
$1.49M +$47K +2,386 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$1.46M -$607K -30,820 -31%
CGH
21
Crossmark Global Holdings
Texas
$1.34M +$466K +23,692 +60%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.28M +$201K +10,200 +20%
Bank of America
23
Bank of America
North Carolina
$1.26M +$211K +10,738 +22%
QCM
24
QRG Capital Management
Illinois
$1.24M -$40.2K -2,042 -3%
DC
25
Davenport & Co
Virginia
$1.22M +$244K +12,422 +28%

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.