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Thermo Fisher Scientific

2,129 hedge funds and large institutions have $197B invested in Thermo Fisher Scientific in 2021 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 800 increasing their positions, 809 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 80

39% more funds holding in top 10

Funds holding in top 10: 155215 (+60)

14% more capital invested

Capital invested by funds: $173B → $197B (+$24.2B)

3% more funds holding

Funds holding: 2,0752,129 (+54)

0.43% more ownership

Funds ownership: 87.41%87.84% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 809

24% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.05B

Holders
2,129
Holders Change
+54
Holders Change %
+2.6%
% of All Funds
37.27%
Holding in Top 10
215
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.71%
% of All Funds
3.76%
New
163
Increased
800
Reduced
809
Closed
80
Calls
$1.56B
Puts
$2.05B
Net Calls
-$492M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
JSC
751
Jackson Square Capital
California
$6.35M -$1.1K -2 -0%
IRF
752
IBM Retirement Fund
New York
$6.34M +$13.2K +24 +0.2%
MPM
753
Meritage Portfolio Management
Kansas
$6.34M +$67K +122 +1%
VCM
754
Virtue Capital Management
Tennessee
$6.26M +$7.68K +14 +0.1%
ACP
755
Aviance Capital Partners
Florida
$6.25M -$34K -62 -0.6%
OSAM
756
O'Shaughnessy Asset Management
Connecticut
$6.24M +$340K +619 +6%
OPW
757
Oxler Private Wealth
New York
$6.24M -$8.23K -15 -0.1%
HAC
758
Harbor Advisory Corp
New Hampshire
$6.21M -$30.2K -55 -0.5%
PIMJS
759
PKO Investment Management Joint-Stock
Poland
$6.21M +$1.27M +2,316 +27%
DADC
760
D.A. Davidson & Co
Montana
$6.19M -$90K -164 -1%
AC
761
Arjuna Capital
North Carolina
$6.18M +$258K +470 +5%
EFS
762
Essex Financial Services
Connecticut
$6.17M +$1.06M +1,939 +22%
SLI
763
Sumitomo Life Insurance
Japan
$6.15M -$227K -414 -4%
SNBOSCI
764
Security National Bank of Sioux City Iowa
Iowa
$6.14M +$485K +883 +9%
GT
765
Greenleaf Trust
Michigan
$6.11M +$151K +275 +3%
PCM
766
Palisade Capital Management
New Jersey
$6.07M +$805K +1,467 +16%
KIA
767
KCM Investment Advisors
California
$6.04M +$353K +643 +6%
WPP
768
Whalerock Point Partners
Rhode Island
$6.03M +$30.2K +55 +0.5%
CC
769
Cypress Capital
Tennessee
$5.98M +$5.74M +10,465 New
SIA
770
SeaBridge Investment Advisors
New Jersey
$5.94M -$17K -31 -0.3%
PAMG
771
Patton Albertson Miller Group
Tennessee
$5.94M +$1.51M +2,748 +36%
PNAA
772
Pictet North America Advisors
Switzerland
$5.92M -$4.94K -9 -0.1%
BFPW
773
BOK Financial Private Wealth
Colorado
$5.9M +$111K +203 +2%
VPIM
774
Vanguard Personalized Indexing Management
California
$5.9M +$679K +1,237 +14%
OGC
775
Oak Grove Capital
New Hampshire
$5.86M -$27.4K -50 -0.5%

TMO Hedge Fund Activity: Q3 2021 in Review

2,129 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2021, worth a combined $197B — up 14% from $173B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TMO positions and 80 closed out — a net gain of 83 holders — while 800 added to existing stakes and 809 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $517M.

  • 2,129 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2021, up from 2,075 in Q2 2021.
  • Funds reported $197B of Thermo Fisher Scientific stock for Q3 2021, up 14% quarter-over-quarter.
  • 163 funds opened new Thermo Fisher Scientific positions in Q3 2021 and 80 closed out, a net change of +83 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2021 was Fidelity Investments, an estimated $703M added.
  • The largest Thermo Fisher Scientific seller in Q3 2021 was Wellington Management Group, an estimated $517M sold.

Based on aggregated 13F filings for Q3 2021.