Exploring Fresenius Medical Care AG & Co. KGaA (FMS) Investor Profile: Who’s Buying and Why?

Exploring Fresenius Medical Care AG & Co. KGaA (FMS) Investor Profile: Who’s Buying and Why?

DE | Healthcare | Medical - Care Facilities | NYSE

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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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