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Thermo Fisher Scientific

2,375 hedge funds and large institutions have $190B invested in Thermo Fisher Scientific in 2022 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 872 increasing their positions, 926 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 79

17% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.58B

8% more capital invested

Capital invested by funds: $176B → $190B (+$13.9B)

5% more funds holding

Funds holding: 2,2672,375 (+108)

0.55% less ownership

Funds ownership: 88.62%88.07% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 926

1% less funds holding in top 10

Funds holding in top 10: 238235 (-3)

Holders
2,375
Holders Change
+108
Holders Change %
+4.76%
% of All Funds
38.17%
Holding in Top 10
235
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.26%
% of All Funds
3.78%
New
236
Increased
872
Reduced
926
Closed
79
Calls
$1.84B
Puts
$1.58B
Net Calls
+$263M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Synergy Asset Management
Washington
$6.07M +$1.5M +2,833 +35%
LMIM
752
Lockheed Martin Investment Management
Maryland
$6.07M -$6.59M -12,430 -53%
IWA
753
IBEX Wealth Advisors
New Jersey
$6.07M +$1.51M +2,841 +35%
SGH
754
Sivik Global Healthcare
Connecticut
$6.06M -$2.12M -4,000 -27%
BFEC
755
Benjamin F. Edwards & Company
Missouri
$6.05M +$952K +1,796 +20%
CFGS
756
Concourse Financial Group Securities
Alabama
$6.03M +$46.1K +87 +0.8%
FFWA
757
FRG Family Wealth Advisors
Washington
$6.03M -$411K -775 -7%
WTFG
758
Wells Trecaso Financial Group
Ohio
$6.02M -$98.6K -186 -2%
CI
759
Conning Inc
Connecticut
$6M -$1.02M -1,925 -15%
PAMG
760
Patton Albertson Miller Group
Tennessee
$5.99M -$101K -190 -2%
PCM
761
Palisade Capital Management
New Jersey
$5.98M +$47.7K +90 +0.8%
HW
762
Hancock Whitney
Mississippi
$5.96M -$35.5K -67 -0.6%
LG
763
Leuthold Group
Minnesota
$5.94M -$135K -254 -2%
BIC
764
Beach Investment Counsel
Pennsylvania
$5.94M -$408K -770 -7%
BCM
765
Bancreek Capital Management
California
$5.92M +$229K +432 +4%
EAM
766
Eagle Asset Management
Florida
$5.92M -$1.41M -2,655 -20%
ACP
767
Aviance Capital Partners
Florida
$5.91M +$7.42K +14 +0.1%
DR
768
Davis Rea
Ontario, Canada
$5.91M -$63.6K -120 -1%
HAC
769
Harbor Advisory Corp
New Hampshire
$5.91M -$138K -261 -2%
SNB
770
Security National Bank
Nebraska
$5.88M -$301K -568 -5%
IAM
771
Innovis Asset Management
Illinois
$5.88M +$5.65M +10,670 New
CNC
772
Canandaigua National Corp
New York
$5.87M +$1.32M +2,492 +30%
VAS
773
Vestmark Advisory Solutions
Massachusetts
$5.85M +$795K +1,500 +16%
STC
774
Sarah T. Connolly
$5.85M -$1.59K -3 -0%
Kovitz Investment Group Partners
775
Kovitz Investment Group Partners
Illinois
$5.84M +$87.4K +165 +2%

TMO Hedge Fund Activity: Q4 2022 in Review

2,375 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2022, worth a combined $190B — up 7.9% from $176B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new TMO positions and 79 closed out — a net gain of 157 holders — while 872 added to existing stakes and 926 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.16B. The largest seller was Capital Research Global Investors, cutting an estimated $847M.

  • 2,375 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2022, up from 2,267 in Q3 2022.
  • Funds reported $190B of Thermo Fisher Scientific stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 236 funds opened new Thermo Fisher Scientific positions in Q4 2022 and 79 closed out, a net change of +157 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2022 was Polen Capital Management, an estimated $1.16B added.
  • The largest Thermo Fisher Scientific seller in Q4 2022 was Capital Research Global Investors, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2022.