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Thermo Fisher Scientific

2,075 hedge funds and large institutions have $173B invested in Thermo Fisher Scientific in 2021 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 855 increasing their positions, 751 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 94

14% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 751

10% more capital invested

Capital invested by funds: $157B → $173B (+$15.6B)

4% more funds holding in top 10

Funds holding in top 10: 149155 (+6)

2% more funds holding

Funds holding: 2,0422,075 (+33)

0.2% less ownership

Funds ownership: 87.61%87.41% (-0.2%)

8% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.22B

Holders
2,075
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
36.11%
Holding in Top 10
155
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.03%
% of All Funds
2.7%
New
151
Increased
855
Reduced
751
Closed
94
Calls
$1.12B
Puts
$1.22B
Net Calls
-$93.2M
Net Calls Change
-$421M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$628M +$120M +253,901 +26%
Franklin Resources
52
Franklin Resources
California
$625M +$154M +326,159 +36%
CS
53
Credit Suisse
Switzerland
$580M -$265M -560,791 -33%
PI
54
Putnam Investments
Massachusetts
$560M +$316M +670,372 +153%
AllianceBernstein
55
AllianceBernstein
Tennessee
$551M +$64.2M +136,094 +14%
AQR Capital Management
56
AQR Capital Management
Connecticut
$537M -$18.2M -38,546 -3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$523M -$8.8M -18,656 -2%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$521M -$5.49M -11,640 -1%
MWNA
59
Marshall Wace North America
New York
$511M +$135M +286,186 +39%
Viking Global Investors
60
Viking Global Investors
Connecticut
$510M +$70.5M +149,514 +17%
WCM Investment Management
61
WCM Investment Management
California
$503M +$134M +284,009 +40%
AC
62
AKO Capital
United Kingdom
$497M +$117M +248,578 +34%
Citigroup
63
Citigroup
New York
$493M +$3.35M +7,106 +0.7%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$475M +$11.3M +23,908 +3%
ACM
65
Atlanta Capital Management
Georgia
$466M +$2.77M +5,864 +0.6%
CCM
66
Cantillon Capital Management
New York
$462M -$6.01M -12,734 -1%
EVM
67
Eaton Vance Management
Massachusetts
$449M +$39.9M +84,666 +11%
Prudential Financial
68
Prudential Financial
New Jersey
$446M +$16.9M +35,776 +4%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$440M +$22M +46,564 +6%
DZ Bank
70
DZ Bank
Germany
$439M -$6.92M -14,674 -2%
Bessemer Group
71
Bessemer Group
New Jersey
$433M -$92.6M -196,218 -19%
Barclays
72
Barclays
United Kingdom
$432M +$29.3M +62,084 +8%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$432M -$9.35M -19,822 -2%
Capital International Investors
74
Capital International Investors
California
$431M -$99.3M -210,428 -20%
KBC Group
75
KBC Group
Belgium
$424M +$34.2M +72,400 +9%

TMO Hedge Fund Activity: Q2 2021 in Review

2,075 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q2 2021, worth a combined $173B — up 9.9% from $157B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new TMO positions and 94 closed out — a net gain of 57 holders — while 855 added to existing stakes and 751 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Capital World Investors, cutting an estimated $928M.

  • 2,075 institutional investors held Thermo Fisher Scientific (TMO) as of Q2 2021, up from 2,042 in Q1 2021.
  • Funds reported $173B of Thermo Fisher Scientific stock for Q2 2021, up 9.9% quarter-over-quarter.
  • 151 funds opened new Thermo Fisher Scientific positions in Q2 2021 and 94 closed out, a net change of +57 holders.
  • The largest Thermo Fisher Scientific buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Thermo Fisher Scientific seller in Q2 2021 was Capital World Investors, an estimated $928M sold.

Based on aggregated 13F filings for Q2 2021.