Fresenius Medical Care

FMS • NYSE

Fresenius Medical Care is a publicly traded company on NYSE. As of Q3 2025, 190 institutional investors hold shares in this company, with total holdings valued at $932.1M. PZENA INVESTMENT MANAGEMENT LLC is the largest holder with a position valued at $390.1M.

Employees119.8K

Websitefreseniusmedicalcare.com

Overview

Overview of institutional ownership in FMS as of Q3 2025

All Institutions

Institutions: 190
Value Held: $932.1M
Shares Held: 35.2M
Avg Position: $4.9M
Median Position: $269.5K

Hedge Funds

Hedge Funds: 11
Value Held: $44.9M
Shares Held: 1.7M
Avg Position: $4.1M
Median Position: $854.1K

Biggest Investors

Institutions with the largest positions in FMS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$390.1M 1.26% of portfolio	0.00% 14.8M shares	Q4 2022 Held for 2y 11m	$30.9B
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	$143.7M 1.46% of portfolio	0.00% 5.5M shares	Q4 2022 Held for 2y 11m	$9.9B
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$100.8M 0.05% of portfolio	0.00% 3.8M shares	Q4 2022 Held for 2y 11m	$185.33B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$52.6M 0.00% of portfolio	0.00% 2.0M shares	Q4 2022 Held for 2y 11m	$1.65T
TODD ASSET MANAGEMENT LLC Long Only Manager	Curtiss Miller Scott President	$34.3M 0.69% of portfolio	0.00% 1.3M shares	Q1 2025 Held for 8 months	$4.9B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$20.5M 0.00% of portfolio	0.00% 779.2K shares	Q4 2022 Held for 2y 11m	$691.34B
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	Steven Alan Cohen CEO	$14.1M 0.03% of portfolio	0.00% 534.0K shares	Q4 2024 Held for 11 months	$43.2B
B BlackRock, Inc. Institution	-	$12.3M 0.00% of portfolio	0.00% 468.4K shares	Q4 2022 Held for 2y 11m	$5.67T
Integral Health Asset Management, LLC Hedge Fund•Sector	Bhagwan Jay Rao CIO	$11.8M 0.90% of portfolio	0.00% 450.0K shares	Q2 2025 Held for 5 months	$1.3B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$11.0M 0.00% of portfolio	0.00% 417.8K shares	Q4 2022 Held for 2y 11m	$782.01B

Net Capital Flow

Institutional buying and selling activity for FMS in Q3 2025

Traded: +$3.0M
Buyers: 100
Sellers: 66
Total Bought: +$48.8M
Total Sold: −$45.8M
Avg Position: $4.4M

Biggest Buyers

Institution	Net Bought	Current Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$14.1M +534.0K shares	$14.1M 534.0K shares
C Colony Group, LLC Institution	+$6.5M +17.3K shares	$6.5M 17.3K shares
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	+$4.1M +153.9K shares	$390.1M 14.8M shares
C Cubist Systematic Strategies, LLC Institution	+$2.1M +79.6K shares	$2.1M 79.6K shares
UBS Group AG Institution	+$2.0M +74.3K shares	$4.0M 153.4K shares
F FACTORY MUTUAL INSURANCE CO Institution	+$1.8M +67.2K shares	$1.8M 67.2K shares
TODD ASSET MANAGEMENT LLC Long Only Manager	+$1.7M +64.3K shares	$34.3M 1.3M shares
SEARLE & CO. RIA/Wealth	+$1.5M +57.4K shares	$2.1M 80.7K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$1.4M +54.8K shares	$6.2M 237.0K shares
NIA IMPACT ADVISORS, LLC Long Only Manager	+$1.1M +41.4K shares	$4.3M 163.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
MORGAN STANLEY RIA/Wealth	−$9.8M −371.7K shares	$52.6M 2.0M shares
Integral Health Asset Management, LLC Hedge Fund•Sector	−$7.9M −300.0K shares	$11.8M 450.0K shares
BANK OF AMERICA CORP /DE/ Institution	−$6.7M −255.1K shares	$2.2M 82.2K shares
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	−$5.2M −199.0K shares	$143.7M 5.5M shares
A Arlington Capital Management, Inc. Institution	−$2.6M −89.9K shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$2.5M −93.8K shares	$7.4M 280.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.8M −62.5K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$1.3M −47.6K shares	$400.6K 15.2K shares
T TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Institution	−$1.0M −36.0K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$965.1K −33.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FMS in Q3 2025

New Positions: 19
New Value: $10.2M
Exited Positions: 21
Exited Value: $7.5M

New Positions

Institution	Position Value
C Colony Group, LLC Institution	$6.5M 17.3K shares
F FACTORY MUTUAL INSURANCE CO Institution	$1.8M 67.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$546.7K 20.8K shares
IEQ CAPITAL, LLC RIA/Wealth	$322.3K 12.2K shares
Virtus ETF Advisers LLC Long Only Manager	$290.5K 11.0K shares
F FRANKLIN STREET ADVISORS INC /NC RIA/Wealth	$234.2K 8.9K shares
C CLS Investments, LLC Institution	$225.4K 8.6K shares
D DMG Group, LLC Institution	$206.2K 7.8K shares
N NEW YORK STATE COMMON RETIREMENT FUND Institution	$92.7K 3.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$19.2K 728.0 shares

Exited Positions

Institution	Previous Position
A Arlington Capital Management, Inc. Institution	$2.6M 89.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.8M 62.5K shares
T TRUSTMARK NATIONAL BANK TRUST DEPARTMENT Institution	$1.0M 36.0K shares
L LPL Financial LLC Institution	$965.1K 33.8K shares
Marshall Wace LLP Institution	$287.8K 10.1K shares
YOUSIF CAPITAL MANAGEMENT, LLC Long Only Manager	$280.1K 9.8K shares
HARRIS ASSOCIATES L P Long Only Manager	$278.6K 9.8K shares
BB&T CORP Institution	$214.3K 7.5K shares
ORG Wealth Partners, LLC RIA/Wealth	$48.2K 1.7K shares
C CBIZ Investment Advisory Services, LLC RIA/Wealth	$15.9K 556.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FMS as of Q3 2025

Call Positions: 3
Call Value: $1.9M
Put Positions: 2
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 472.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$429.2K 163.0 contracts
J JANE STREET GROUP, LLC Institution	$271.2K 103.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with FMS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Broyhill Asset Management Hedge Fund•Multi-Strategy	Markham Hunt Broyhill Chairman	1.79% $2.0M	0.00% 77.4K shares	Q4 2024 Held for 11 months	$113.8M
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	1.46% $143.7M	0.00% 5.5M shares	Q4 2022 Held for 2y 11m	$9.9B
NIA IMPACT ADVISORS, LLC Long Only Manager	Kristin Blair Hull CEO	1.40% $4.3M	0.00% 163.6K shares	Q1 2025 Held for 8 months	$307.7M
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	1.26% $390.1M	0.00% 14.8M shares	Q4 2022 Held for 2y 11m	$30.9B
Integral Health Asset Management, LLC Hedge Fund•Sector	Bhagwan Jay Rao CIO	0.90% $11.8M	0.00% 450.0K shares	Q2 2025 Held for 5 months	$1.3B
X XY Capital Ltd Institution	-	0.86% $978.0K	0.00% 37.1K shares	Q3 2025 Held for 2 months	$113.1M
TODD ASSET MANAGEMENT LLC Long Only Manager	Curtiss Miller Scott President	0.69% $34.3M	0.00% 1.3M shares	Q1 2025 Held for 8 months	$4.9B
SEARLE & CO. RIA/Wealth	Robert Southworth Searle President	0.57% $2.1M	0.00% 80.7K shares	Q4 2022 Held for 2y 11m	$376.0M
C Corient IA LLC Fund of Funds	Francisco Tobias Marin CFO	0.51% $658.3K	0.00% 25.0K shares	Q1 2025 Held for 8 months	$128.0M
HENNESSY ADVISORS INC Institution	Neil Joseph Hennessy CEO	0.34% $9.8M	0.00% 372.2K shares	Q2 2025 Held for 5 months	$2.9B