Fresenius Medical Care AG (FMS) reported first-quarter 2026 results with total revenues of $5.34 billion, up 1.1% year-over-year.
On the cash-flow and balance-sheet side, the company showed stronger operating cash generation but significantly higher investment spending.
Shares were trading lower since market open, down 2.62% this morning. The results show modest top-line growth with margin pressure at the operating level and a large jump in investment spending for the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Fresenius Medical Care AG Hedge Fund Activity
We have seen 99 institutional investors add shares of Fresenius Medical Care AG stock to their portfolio, and 96 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 942,497 shares (+47.2%) to their portfolio in Q4 2025, for an estimated $22,450,278
- POINT72 ASSET MANAGEMENT, L.P. added 598,814 shares (+112.1%) to their portfolio in Q4 2025, for an estimated $14,263,749
- FIDUCIARY MANAGEMENT INC /WI/ removed 495,419 shares (-9.1%) from their portfolio in Q4 2025, for an estimated $11,800,880
- PZENA INVESTMENT MANAGEMENT LLC added 299,986 shares (+2.0%) to their portfolio in Q1 2026, for an estimated $6,767,684
- MILLENNIUM MANAGEMENT LLC removed 276,587 shares (-87.2%) from their portfolio in Q4 2025, for an estimated $6,588,302
- ABC ARBITRAGE SA removed 249,800 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $5,635,488
- INTEGRAL HEALTH ASSET MANAGEMENT, LLC added 200,000 shares (+44.4%) to their portfolio in Q4 2025, for an estimated $4,764,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
