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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
EWA
676
EP Wealth Advisors
California
$5.68M -$496K -1,201 -9%
CI
677
Cigna Investments
Connecticut
$5.68M -$7.44K -18 -0.1%
FPFS
678
First Personal Financial Services
North Carolina
$5.66M -$140K -339 -3%
CCT
679
Capital City Trust
Florida
$5.66M -$62K -150 -1%
RCM
680
Ratan Capital Management
Florida
$5.65M
DADC
681
D.A. Davidson & Co
Montana
$5.6M -$67.3K -163 -1%
MCM
682
McRae Capital Management
New Jersey
$5.57M
GAM
683
Gotham Asset Management
New York
$5.57M +$4.58M +11,093 +733%
SCM
684
Shelton Capital Management
Colorado
$5.55M +$4.05M +9,815 +356%
DWA
685
Douglass Winthrop Advisors
New York
$5.53M +$115K +279 +2%
CIG
686
Consolidated Investment Group
Colorado
$5.52M
ZCM
687
Ziegler Capital Management
Illinois
$5.51M -$12.3M -29,819 -70%
SCCM
688
Schafer Cullen Capital Management
New York
$5.5M -$232K -562 -4%
IWA
689
IBEX Wealth Advisors
New Jersey
$5.48M -$40.5K -98 -0.8%
GI
690
Gradient Investments
Minnesota
$5.43M +$419K +1,015 +9%
AWM
691
Avitas Wealth Management
California
$5.32M +$40.1K +97 +0.8%
WIM
692
Waverton Investment Management
United Kingdom
$5.3M
SS
693
Simplicity Solutions
Minnesota
$5.29M +$1.09M +2,632 +28%
FHB
694
First Hawaiian Bank
Hawaii
$5.28M +$1.24M +3,013 +34%
AHC
695
Adell Harriman & Carpenter
Texas
$5.28M +$496K +1,200 +11%
QIM
696
Quest Investment Management
Oregon
$5.25M +$71.1K +172 +1%
VCM
697
Virtue Capital Management
Tennessee
$5.23M +$421K +1,020 +9%
QI
698
QS Investors
New York
$5.19M -$899K -2,175 -16%
KC
699
Knuff & Co
California
$5.13M +$457K +1,106 +11%
AFWM
700
AMJ Financial Wealth Management
Virginia
$5.12M -$71.9K -174 -1%

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.