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Thermo Fisher Scientific

1,559 hedge funds and large institutions have $105B invested in Thermo Fisher Scientific in 2019 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 575 increasing their positions, 622 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

20% more call options, than puts

Call options by funds: $336M | Put options by funds: $280M

8% more capital invested

Capital invested by funds: $97.7B → $105B (+$7.44B)

2% more funds holding

Funds holding: 1,5231,559 (+36)

0.13% more ownership

Funds ownership: 89.55%89.67% (+0.13%)

1% less funds holding in top 10

Funds holding in top 10: 149148 (-1)

8% less repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 622

Holders
1,559
Holders Change
+36
Holders Change %
+2.36%
% of All Funds
33.85%
Holding in Top 10
148
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.67%
% of All Funds
3.21%
New
124
Increased
575
Reduced
622
Closed
66
Calls
$336M
Puts
$280M
Net Calls
+$55.6M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$341M -$13.2M -47,775 -4%
Prudential Financial
52
Prudential Financial
New Jersey
$331M +$45.2M +164,109 +17%
Marshall Wace
53
Marshall Wace
United Kingdom
$317M +$84.3M +305,978 +39%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$304M +$25.2M +91,414 +10%
CCM
55
Cantillon Capital Management
New York
$294M -$5.72M -20,764 -2%
Citigroup
56
Citigroup
New York
$292M +$110M +400,388 +67%
A
57
AustralianSuper
Australia
$291M -$14.3M -51,981 -5%
NIPH
58
NN Investment Partners Holdings
Netherlands
$290M +$44.9M +162,840 +20%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$288M +$7.07M +25,662 +3%
Winslow Capital Management
60
Winslow Capital Management
Minnesota
$277M -$68.1M -247,214 -21%
Bessemer Group
61
Bessemer Group
New Jersey
$275M -$2.34M -8,512 -0.9%
FAM
62
Fred Alger Management
New York
$273M -$60.8M -220,891 -19%
Axa
63
Axa
France
$250M -$2.11M -7,649 -0.9%
ACM
64
Atlanta Capital Management
Georgia
$243M +$4.37M +15,849 +2%
Jennison Associates
65
Jennison Associates
New York
$241M +$217M +788,686 +2,590%
Swedbank
66
Swedbank
Sweden
$230M +$103M +374,739 +92%
FPP
67
Findlay Park Partners
United Kingdom
$222M -$32.7M -118,727 -14%
Diamond Hill Capital Management
68
Diamond Hill Capital Management
Ohio
$213M -$1.69M -6,153 -0.8%
PI
69
Putnam Investments
Massachusetts
$212M +$191M +694,545 +2,646%
MG
70
Meritage Group
California
$212M
Principal Financial Group
71
Principal Financial Group
Iowa
$211M +$14.2M +51,518 +8%
PAM
72
Panagora Asset Management
Massachusetts
$210M +$34.9M +126,770 +22%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$210M +$12.6M +45,770 +7%
CS
74
Credit Suisse
Switzerland
$209M -$3.26M -11,834 -2%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$206M +$288K +1,047 +0.1%

TMO Hedge Fund Activity: Q2 2019 in Review

1,559 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q2 2019, worth a combined $105B — up 7.6% from $97.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new TMO positions and 66 closed out — a net gain of 58 holders — while 575 added to existing stakes and 622 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $562M. The largest seller was Capital Research Global Investors, cutting an estimated $497M.

  • 1,559 institutional investors held Thermo Fisher Scientific (TMO) as of Q2 2019, up from 1,523 in Q1 2019.
  • Funds reported $105B of Thermo Fisher Scientific stock for Q2 2019, up 7.6% quarter-over-quarter.
  • 124 funds opened new Thermo Fisher Scientific positions in Q2 2019 and 66 closed out, a net change of +58 holders.
  • The largest Thermo Fisher Scientific buyer in Q2 2019 was JP Morgan Chase, an estimated $562M added.
  • The largest Thermo Fisher Scientific seller in Q2 2019 was Capital Research Global Investors, an estimated $497M sold.

Based on aggregated 13F filings for Q2 2019.