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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
DR
626
Davis Rea
Ontario, Canada
$10.5M +$2.1M +4,331 +28%
Wealthfront Advisers
627
Wealthfront Advisers
California
$10.5M -$673K -1,390 -7%
RIL
628
Rothschild Investment LLC
Illinois
$10.5M -$4.64M -9,576 -33%
M
629
MOTCO
Texas
$10.5M +$86.2K +178 +0.9%
RJT
630
Raymond James Trust
Florida
$10.5M +$185K +382 +2%
JCM
631
Janney Capital Management
Pennsylvania
$10.4M -$625K -1,292 -6%
MG
632
Markel Group
Virginia
$10.4M +$2.9M +6,000 +44%
RHDIC
633
R.H. Dinel Investment Counsel
California
$10.3M -$121K -250 -1%
FPFS
634
First Personal Financial Services
North Carolina
$10.3M -$133K -274 -1%
NA
635
NewEdge Advisors
Louisiana
$10.2M +$1M +2,066 +12%
DILIC
636
Dai-ichi Life Insurance Company
Japan
$10.2M -$6.47M -13,374 -41%
PAIM
637
Punch & Associates Investment Management
Minnesota
$10.1M -$171K -353 -2%
Westfield Capital Management
638
Westfield Capital Management
Massachusetts
$10.1M -$1.17M -2,419 -11%
HVIA
639
Hudson Valley Investment Advisors
New York
$10.1M -$705K -1,456 -7%
AAM
640
Advisors Asset Management
Colorado
$10.1M -$962K -1,987 -9%
Focus Partners Wealth
641
Focus Partners Wealth
Massachusetts
$9.94M +$9.07M +18,731 New
NI
642
Nuance Investments
Missouri
$9.87M +$9M +18,589 New
NWM
643
Nicola Wealth Management
British Columbia, Canada
$9.82M
PCIA
644
Prime Capital Investment Advisors
Kansas
$9.82M +$2.6M +5,364 +41%
ECM
645
Everence Capital Management
Indiana
$9.8M +$2.44M +5,040 +38%
WSCM
646
Wellington Shields Capital Management
New York
$9.79M +$581K +1,200 +7%
MYAM
647
Meiji Yasuda Asset Management
Japan
$9.75M -$329K -679 -4%
CFG
648
Citizens Financial Group
Rhode Island
$9.61M +$2.9K +6 +0%
MADR
649
Milestones Administradora de Recursos
Brazil
$9.59M +$5.01M +10,358 +134%
OSAM
650
O'Shaughnessy Asset Management
Connecticut
$9.48M +$1.86M +3,850 +27%

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.