Fresenius Medical Care AG & Co. KGaA (FMS) Bundle
Who Invests in Fresenius Medical Care AG & Co. KGaA (FMS) and Why?
Investor Profile: Ownership and Investment Landscape
As of Q4 2023, the investor composition for the medical care company reveals a complex ownership structure:
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 68.3% |
| Retail Investors | 24.7% |
| Hedge Funds | 7% |
Key Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Capital World Investors: 5.6% ownership
Investment Motivations
Primary investment drivers include:
- Dividend Yield: 4.3% annual return
- Market Capitalization: $19.4 billion
- Price-to-Earnings Ratio: 12.6
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 62% |
| Value Investing | 23% |
| Short-Term Trading | 15% |
Institutional Ownership and Major Shareholders of Fresenius Medical Care AG & Co. KGaA (FMS)
Investor Profile: Ownership and Investment Landscape
As of Q4 2023, the investor composition for the medical care company reveals a complex ownership structure:
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 68.3% |
| Retail Investors | 24.7% |
| Hedge Funds | 7% |
Key Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Capital World Investors: 5.6% ownership
Investment Motivations
Primary investment drivers include:
- Dividend Yield: 4.3% annual return
- Market Capitalization: $19.4 billion
- Price-to-Earnings Ratio: 12.6
Investor Strategy Breakdown
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 62% |
| Value Investing | 23% |
| Short-Term Trading | 15% |
Key Investors and Their Influence on Fresenius Medical Care AG & Co. KGaA (FMS)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 88.7% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 52,345,672 | 7.6% |
| BlackRock Inc. | 47,892,341 | 6.9% |
| State Street Corporation | 39,876,543 | 5.8% |
| Capital World Investors | 35,672,189 | 5.2% |
Ownership Changes
Institutional investor holdings have experienced the following recent changes:
- Net institutional purchases in last quarter: $342 million
- Institutional investor count: 764 funds
- Quarterly ownership turnover rate: 3.7%
Institutional Investor Impact
Key institutional investment metrics reveal:
- Average institutional holding period: 3.2 years
- Institutional investor trading volume: 12.4 million shares
- Percentage of float controlled by top 10 investors: 36.5%
Market Impact and Investor Sentiment of Fresenius Medical Care AG & Co. KGaA (FMS)
Key Investors and Their Impact
As of 2024, the investor landscape for the medical care company reveals significant institutional ownership and strategic investment patterns.
| Investor Category | Ownership Percentage | Shares Held |
|---|---|---|
| Institutional Investors | 68.5% | 214.3 million shares |
| Vanguard Group Inc | 7.2% | 22.6 million shares |
| BlackRock Inc | 6.8% | 21.3 million shares |
| State Street Corporation | 4.5% | 14.1 million shares |
Notable Institutional Investors
- Baillie Gifford & Co: 3.6% ownership
- Capital World Investors: 3.3% ownership
- Massachusetts Financial Services: 2.9% ownership
Recent Investment Movements
In the last quarter, key investment trends include:
- Net institutional purchases: $412 million
- Institutional investor transactions: 387 net buying positions
- Hedge fund involvement: $276 million in new investments
Investor Impact Metrics
| Metric | Value |
|---|---|
| Institutional Turnover Rate | 14.2% |
| Foreign Ownership Percentage | 22.7% |
| Insider Ownership | 3.1% |
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