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Thermo Fisher Scientific

1,848 hedge funds and large institutions have $156B invested in Thermo Fisher Scientific in 2020 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 628 increasing their positions, 775 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 56

22% more capital invested

Capital invested by funds: $128B → $156B (+$27.5B)

21% more funds holding in top 10

Funds holding in top 10: 163198 (+35)

6% more funds holding

Funds holding: 1,7491,848 (+99)

0.32% less ownership

Funds ownership: 89.48%89.16% (-0.32%)

18% less call options, than puts

Call options by funds: $613M | Put options by funds: $747M

19% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 775

Holders
1,848
Holders Change
+99
Holders Change %
+5.66%
% of All Funds
37.28%
Holding in Top 10
198
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.47%
% of All Funds
3.99%
New
171
Increased
628
Reduced
775
Closed
56
Calls
$613M
Puts
$747M
Net Calls
-$134M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.13B +$70.8M +171,288 +7%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.08B -$15.6M -37,846 -2%
Legal & General Group
28
Legal & General Group
United Kingdom
$1.07B -$43.4M -105,133 -4%
Baillie Gifford & Co
29
Baillie Gifford & Co
United Kingdom
$988M -$11.6M -28,053 -1%
Lazard Asset Management
30
Lazard Asset Management
New York
$866M -$51M -123,337 -6%
CWG
31
C WorldWide Group
Denmark
$856M -$6.38M -15,452 -0.8%
Charles Schwab
32
Charles Schwab
California
$846M +$20.2M +48,950 +3%
N
33
Nuveen
North Carolina
$836M +$15.5M +37,545 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$808M -$54M -130,774 -7%
DZ Bank
35
DZ Bank
Germany
$802M +$125M +302,047 +20%
AAMU
36
Amundi Asset Management US
Massachusetts
$795M +$24M +58,178 +3%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$731M -$15.5M -37,630 -2%
Fisher Asset Management
38
Fisher Asset Management
Washington
$713M +$35.2M +85,254 +6%
Allianz Asset Management
39
Allianz Asset Management
Germany
$699M +$13.8M +33,387 +2%
Capital International Investors
40
Capital International Investors
California
$690M -$146M -352,844 -18%
VAM
41
Veritas Asset Management
United Kingdom
$686M -$110M -267,011 -15%
Swiss National Bank
42
Swiss National Bank
Switzerland
$679M -$16.4M -39,800 -3%
Temasek Holdings
43
Temasek Holdings
Singapore
$664M -$14.4M -34,825 -2%
Viking Global Investors
44
Viking Global Investors
Connecticut
$608M -$147M -356,921 -21%
CS
45
Credit Suisse
Switzerland
$591M +$184M +445,305 +50%
PPA
46
Parametric Portfolio Associates
Washington
$582M +$9.05M +21,899 +2%
Deutsche Bank
47
Deutsche Bank
Germany
$544M +$1.81M +4,378 +0.4%
GIM
48
Generation Investment Management
United Kingdom
$523M -$190M -460,722 -28%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$522M -$9.22M -22,318 -2%
Goldman Sachs
50
Goldman Sachs
New York
$511M -$154M -373,678 -24%

TMO Hedge Fund Activity: Q3 2020 in Review

1,848 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2020, worth a combined $156B — up 22% from $128B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new TMO positions and 56 closed out — a net gain of 115 holders — while 628 added to existing stakes and 775 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $295M. The largest seller was Massachusetts Financial Services, cutting an estimated $281M.

  • 1,848 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2020, up from 1,749 in Q2 2020.
  • Funds reported $156B of Thermo Fisher Scientific stock for Q3 2020, up 22% quarter-over-quarter.
  • 171 funds opened new Thermo Fisher Scientific positions in Q3 2020 and 56 closed out, a net change of +115 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2020 was Fidelity Investments, an estimated $295M added.
  • The largest Thermo Fisher Scientific seller in Q3 2020 was Massachusetts Financial Services, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2020.