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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
Pzena Investment Management
1
Pzena Investment Management
New York
$346M -$20.2M -932,644 -6%
FMI
2
Fiduciary Management Inc
Wisconsin
$143M -$5.48M -252,521 -4%
Dodge & Cox
3
Dodge & Cox
California
$94.5M
Morgan Stanley
4
Morgan Stanley
New York
$23.4M +$66.4K +3,057 +0.3%
Goldman Sachs
5
Goldman Sachs
New York
$17.6M +$2.37M +109,295 +16%
Millennium Management
6
Millennium Management
New York
$16.4M +$15.4M +708,857 +5,297%
IHAM
7
Integral Health Asset Management
New York
$13.6M +$3.26M +150,000 +33%
BlackRock
8
BlackRock
New York
$10.6M -$141K -6,474 -1%
Northern Trust
9
Northern Trust
Illinois
$8.2M +$2.47M +113,953 +46%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.43M -$118K -5,420 -2%
MWM
11
Moran Wealth Management
Florida
$5.77M +$463K +21,334 +9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$4.65M -$1.6M -73,756 -26%
AA
13
ABC Arbitrage
France
$4.21M +$4.04M +186,161 New
OMC
14
Old Mission Capital
Illinois
$3.55M +$3.4M +156,592 New
BAM
15
Broyhill Asset Management
North Carolina
$3.41M +$3.27M +150,686 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$3.33M +$1.54M +70,833 +93%
Marshall Wace
17
Marshall Wace
United Kingdom
$2.93M +$1.58M +72,740 +128%
QCM
18
Quantinno Capital Management
New York
$2.89M +$383K +17,648 +16%
VAG
19
VisionPoint Advisory Group
Texas
$2.44M -$784K -36,114 -25%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.05M
Corient Private Wealth
21
Corient Private Wealth
Florida
$2M +$63.3K +2,918 +3%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.93M -$1.16M -53,247 -38%
Franklin Resources
23
Franklin Resources
California
$1.59M -$94.2K -4,341 -6%
QCM
24
QRG Capital Management
Illinois
$1.54M +$211K +9,706 +17%
N
25
Nuveen
North Carolina
$1.51M -$153K -7,059 -10%

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.