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Thermo Fisher Scientific

2,343 hedge funds and large institutions have $228B invested in Thermo Fisher Scientific in 2021 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 849 increasing their positions, 822 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 335 | Existing positions closed: 82

16% more capital invested

Capital invested by funds: $197B → $228B (+$31.2B)

13% more funds holding in top 10

Funds holding in top 10: 215243 (+28)

10% more funds holding

Funds holding: 2,1292,343 (+214)

3% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 822

0.16% less ownership

Funds ownership: 87.84%87.67% (-0.16%)

35% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.44B

Holders
2,343
Holders Change
+214
Holders Change %
+10.05%
% of All Funds
36.05%
Holding in Top 10
243
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+13.02%
% of All Funds
3.74%
New
335
Increased
849
Reduced
822
Closed
82
Calls
$1.59B
Puts
$2.44B
Net Calls
-$856M
Net Calls Change
-$364M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
676
Adell Harriman & Carpenter
Texas
$9.67M +$491K +786 +6%
HBT
677
Hills Bank & Trust
Iowa
$9.66M -$110K -176 -1%
CCM
678
Compton Capital Management
Rhode Island
$9.62M -$487K -780 -5%
BS
679
Banco Santander
Spain
$9.61M +$1.07M +1,716 +14%
RIM
680
Reliant Investment Management
Tennessee
$9.59M -$284K -455 -3%
RJT
681
Raymond James Trust
Florida
$9.52M -$293K -469 -3%
VPIM
682
Vanguard Personalized Indexing Management
California
$9.51M +$2.45M +3,932 +38%
AWM
683
AE Wealth Management
Kansas
$9.49M +$830K +1,330 +10%
DA
684
Dash Acquisitions
California
$9.42M +$581K +931 +7%
HSA
685
HBK Sorce Advisory
Pennsylvania
$9.39M +$475K +761 +6%
LPT
686
Legacy Private Trust
Wisconsin
$9.38M +$305K +488 +4%
AAS
687
Annex Advisory Services
Wisconsin
$9.36M +$122K +196 +1%
PIM
688
Penobscot Investment Management
Massachusetts
$9.27M +$120K +192 +1%
BFM
689
Boston Financial Management
Massachusetts
$9.17M -$162K -260 -2%
EWA
690
Exencial Wealth Advisors
Oklahoma
$9.09M -$2.28M -3,646 -21%
FNT
691
First National Trust
Pennsylvania
$9.04M +$805K +1,290 +11%
HKIM
692
Hayek Kallen Investment Management
Alabama
$9.04M -$275K -440 -3%
SGM
693
Skye Global Management
Florida
$9.01M -$4.25M -6,800 -33%
MCWS
694
McKinley Carter Wealth Services
West Virginia
$8.94M -$217K -347 -3%
EHC
695
Everett Harris & Co
California
$8.92M +$132K +212 +2%
CCC
696
Chelsea Counsel Company
California
$8.91M -$300K -480 -3%
Rafferty Asset Management
697
Rafferty Asset Management
New York
$8.9M +$498K +797 +6%
Cetera Investment Advisers
698
Cetera Investment Advisers
Illinois
$8.9M -$656K -1,051 -7%
MSWM
699
Mader & Shannon Wealth Management
Missouri
$8.89M +$119K +190 +1%
HI
700
Harrington Investments
California
$8.79M -$178K -285 -2%

TMO Hedge Fund Activity: Q4 2021 in Review

2,343 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2021, worth a combined $228B — up 16% from $197B a quarter earlier.

Buyers outnumbered sellers: 335 funds opened new TMO positions and 82 closed out — a net gain of 253 holders — while 849 added to existing stakes and 822 trimmed.

The largest buyer was BlackRock, adding an estimated $818M. The largest seller was UBS AM, cutting an estimated $473M.

  • 2,343 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2021, up from 2,129 in Q3 2021.
  • Funds reported $228B of Thermo Fisher Scientific stock for Q4 2021, up 16% quarter-over-quarter.
  • 335 funds opened new Thermo Fisher Scientific positions in Q4 2021 and 82 closed out, a net change of +253 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2021 was BlackRock, an estimated $818M added.
  • The largest Thermo Fisher Scientific seller in Q4 2021 was UBS AM, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2021.