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Thermo Fisher Scientific

917 hedge funds and large institutions have $44.1B invested in Thermo Fisher Scientific in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 329 increasing their positions, 365 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $188M | Put options by funds: $114M

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

16% more funds holding in top 10

Funds holding in top 10: 5867 (+9)

2% more capital invested

Capital invested by funds: $43.2B → $44.1B (+$891M)

1% more funds holding

Funds holding: 911917 (+6)

10% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 365

1.57% less ownership

Funds ownership: 92.53%90.96% (-1.6%)

Holders
917
Holders Change
+6
Holders Change %
+0.66%
% of All Funds
26.6%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
1.94%
New
63
Increased
329
Reduced
365
Closed
50
Calls
$188M
Puts
$114M
Net Calls
+$74M
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$350M -$348M -2,862,260 -50%
MC
27
Montag & Caldwell
Georgia
$344M +$59.6M +489,865 +21%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$343M -$2.92M -24,048 -0.8%
Invesco
29
Invesco
Georgia
$334M -$15.4M -126,641 -4%
BRC
30
Blue Ridge Capital
New York
$330M
SC
31
Sculptor Capital
New York
$319M -$144M -1,180,666 -31%
TCIM
32
TIAA CREF Investment Management
New York
$318M +$34.8M +286,369 +12%
FAM
33
Fred Alger Management
New York
$306M +$36.1M +296,975 +13%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$289M +$288M +2,364,664 +17,120%
Ameriprise
35
Ameriprise
Minnesota
$289M -$21M -172,874 -7%
Deutsche Bank
36
Deutsche Bank
Germany
$267M +$13.4M +109,905 +5%
O
37
OppenheimerFunds
New York
$252M -$39.4M -323,980 -14%
BA
38
BlackRock Advisors
Delaware
$246M -$7.09M -58,317 -3%
AAMU
39
Amundi Asset Management US
Massachusetts
$242M +$7.53M +61,959 +3%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$223M +$244K +2,009 +0.1%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$221M -$4.98M -40,963 -2%
RFC
42
Russell Frank Company
Washington
$212M -$6.15M -50,556 -3%
MAA
43
Managed Account Advisors
New Jersey
$208M +$42.7M +351,038 +26%
O
44
OrbiMed
New York
$206M +$18.9M +155,700 +10%
Legal & General Group
45
Legal & General Group
United Kingdom
$203M -$5.1M -41,986 -2%
SSM
46
Sound Shore Management
Connecticut
$199M +$35.9M +295,241 +22%
ClearBridge Investments
47
ClearBridge Investments
New York
$199M -$857K -7,048 -0.4%
Ninety One (UK)
48
Ninety One (UK)
United Kingdom
$185M -$290K -2,386 -0.2%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$181M +$53.7M +441,608 +42%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$172M -$103M -843,409 -37%

TMO Hedge Fund Activity: Q3 2014 in Review

917 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2014, worth a combined $44.1B — up 2.1% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TMO positions and 50 closed out — a net gain of 13 holders — while 329 added to existing stakes and 365 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $288M. The largest seller was Paulson & Co, exiting entirely with an estimated $381M sold.

  • 917 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2014, up from 911 in Q2 2014.
  • Funds reported $44.1B of Thermo Fisher Scientific stock for Q3 2014, up 2.1% quarter-over-quarter.
  • 63 funds opened new Thermo Fisher Scientific positions in Q3 2014 and 50 closed out, a net change of +13 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2014 was Wellington Management Group, an estimated $288M added.
  • The largest Thermo Fisher Scientific seller in Q3 2014 was Paulson & Co, an estimated $381M sold.

Based on aggregated 13F filings for Q3 2014.