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Thermo Fisher Scientific

2,488 hedge funds and large institutions have $188B invested in Thermo Fisher Scientific in 2023 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 884 increasing their positions, 984 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 132

18% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.64B

9% more capital invested

Capital invested by funds: $173B → $188B (+$15.2B)

5% more funds holding

Funds holding: 2,3652,488 (+123)

3.27% more ownership

Funds ownership: 88.54%91.82% (+3.3%)

1% more funds holding in top 10

Funds holding in top 10: 139141 (+2)

10% less repeat investments, than reductions

Existing positions increased: 884 | Existing positions reduced: 984

Holders
2,488
Holders Change
+123
Holders Change %
+5.2%
% of All Funds
36.27%
Holding in Top 10
141
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.44%
% of All Funds
2.06%
New
290
Increased
884
Reduced
984
Closed
132
Calls
$1.92B
Puts
$1.64B
Net Calls
+$287M
Net Calls Change
+$314M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.21B +$44.7M +92,338 +4%
ClearBridge Investments
27
ClearBridge Investments
New York
$1.18B +$268M +553,695 +33%
UBS Group
28
UBS Group
Switzerland
$1.11B +$26.9M +55,668 +3%
Polen Capital Management
29
Polen Capital Management
Florida
$1.08B -$57.1M -117,908 -5%
Goldman Sachs
30
Goldman Sachs
New York
$1.03B -$112M -231,600 -11%
Brown Advisory
31
Brown Advisory
Maryland
$1.01B -$83.4M -172,399 -8%
Lazard Asset Management
32
Lazard Asset Management
New York
$997M -$16.6M -34,255 -2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$973M +$105M +217,034 +13%
GIM
34
Generation Investment Management
United Kingdom
$945M +$56.7M +117,222 +7%
Mitsubishi UFJ Asset Management
35
Mitsubishi UFJ Asset Management
Japan
$943M +$37.7M +77,973 +5%
PI
36
Putnam Investments
Massachusetts
$913M +$185M +381,542 +29%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$908M -$479K -989 -0.1%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$898M +$184M +379,660 +29%
VAM
39
Veritas Asset Management
United Kingdom
$898M +$338M +697,383 +70%
Invesco
40
Invesco
Georgia
$889M -$11.5M -23,845 -1%
DZ Bank
41
DZ Bank
Germany
$873M -$419M -865,916 -34%
UBS AM
42
UBS AM
Illinois
$855M -$46.8M -96,635 -6%
Barclays
43
Barclays
United Kingdom
$814M +$109M +225,176 +17%
Wells Fargo
44
Wells Fargo
California
$804M -$37M -76,506 -5%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$793M +$35.4M +73,089 +5%
ATO
46
Alecta Tjanstepension Omsesidigt
Sweden
$750M -$48.4M -100,000 -7%
Parnassus Investments
47
Parnassus Investments
California
$736M +$69.4M +143,356 +12%
Ameriprise
48
Ameriprise
Minnesota
$734M -$46.7M -96,553 -7%
Flossbach Von Storch
49
Flossbach Von Storch
Germany
$719M +$43.8M +90,396 +7%
UE
50
Unisphere Establishment
Liechtenstein
$717M +$653M +1,350,000 New

TMO Hedge Fund Activity: Q4 2023 in Review

2,488 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2023, worth a combined $188B — up 8.8% from $173B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new TMO positions and 132 closed out — a net gain of 158 holders — while 884 added to existing stakes and 984 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.14B. The largest seller was Massachusetts Financial Services, cutting an estimated $1.08B.

  • 2,488 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2023, up from 2,365 in Q3 2023.
  • Funds reported $188B of Thermo Fisher Scientific stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 290 funds opened new Thermo Fisher Scientific positions in Q4 2023 and 132 closed out, a net change of +158 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2023 was Morgan Stanley, an estimated $6.14B added.
  • The largest Thermo Fisher Scientific seller in Q4 2023 was Massachusetts Financial Services, an estimated $1.08B sold.

Based on aggregated 13F filings for Q4 2023.