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Thermo Fisher Scientific

1,848 hedge funds and large institutions have $156B invested in Thermo Fisher Scientific in 2020 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 628 increasing their positions, 775 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 56

22% more capital invested

Capital invested by funds: $128B → $156B (+$27.5B)

21% more funds holding in top 10

Funds holding in top 10: 163198 (+35)

6% more funds holding

Funds holding: 1,7491,848 (+99)

0.32% less ownership

Funds ownership: 89.48%89.16% (-0.32%)

18% less call options, than puts

Call options by funds: $613M | Put options by funds: $747M

19% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 775

Holders
1,848
Holders Change
+99
Holders Change %
+5.66%
% of All Funds
37.28%
Holding in Top 10
198
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.47%
% of All Funds
3.99%
New
171
Increased
628
Reduced
775
Closed
56
Calls
$613M
Puts
$747M
Net Calls
-$134M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
826
Montecito Bank & Trust
California
$3.37M -$186K -449 -6%
CGH
827
Crossmark Global Holdings
Texas
$3.37M -$272K -659 -8%
HWA
828
HCR Wealth Advisors
California
$3.37M -$62K -150 -2%
BHWA
829
Beacon Harbor Wealth Advisors
Virginia
$3.36M +$3.14M +7,607 New
CAM
830
Cresset Asset Management
Illinois
$3.33M +$61.6K +149 +2%
IEFM
831
IQ EQ Fund Management
Ireland
$3.33M -$744K -1,800 -19%
PAMG
832
Patton Albertson Miller Group
Tennessee
$3.33M -$157K -380 -5%
SCM
833
Stevens Capital Management
Pennsylvania
$3.32M +$3.1M +7,511 New
PTC
834
Private Trust Company
Ohio
$3.31M +$70.6K +171 +2%
MJRIC
835
Mogy Joel R Investment Counsel
California
$3.31M +$566K +1,371 +22%
CNC
836
Canandaigua National Corp
New York
$3.31M -$27.3K -66 -0.9%
CWM
837
Chesapeake Wealth Management
Virginia
$3.3M +$14.5K +35 +0.5%
BFEC
838
Benjamin F. Edwards & Company
Missouri
$3.3M -$125K -302 -4%
GIA
839
Granite Investment Advisors
New Hampshire
$3.29M +$196K +474 +7%
PCIA
840
Prime Capital Investment Advisors
Kansas
$3.28M +$1.22M +2,948 +66%
NAM
841
NorthCoast Asset Management
Connecticut
$3.26M +$2.89K +7 +0.1%
MCM
842
Monument Capital Management
Virginia
$3.25M -$250K -606 -8%
ECM
843
EagleClaw Capital Management
Massachusetts
$3.25M -$41.3K -100 -1%
SAM
844
Sawgrass Asset Management
Florida
$3.21M -$12.8K -31 -0.4%
HCM
845
HMS Capital Management
Tennessee
$3.19M -$147K -355 -5%
CNB
846
Camden National Bank
Maine
$3.19M +$33.5K +81 +1%
AIM
847
Anchor Investment Management
South Carolina
$3.18M +$196K +475 +7%
FAAS
848
First Allied Advisory Services
California
$3.18M +$90.5K +219 +3%
Rafferty Asset Management
849
Rafferty Asset Management
New York
$3.16M -$720K -1,743 -20%
CBN
850
Cadence Bank NA
Texas
$3.16M -$33.1K -80 -1%

TMO Hedge Fund Activity: Q3 2020 in Review

1,848 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2020, worth a combined $156B — up 22% from $128B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new TMO positions and 56 closed out — a net gain of 115 holders — while 628 added to existing stakes and 775 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $295M. The largest seller was Massachusetts Financial Services, cutting an estimated $281M.

  • 1,848 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2020, up from 1,749 in Q2 2020.
  • Funds reported $156B of Thermo Fisher Scientific stock for Q3 2020, up 22% quarter-over-quarter.
  • 171 funds opened new Thermo Fisher Scientific positions in Q3 2020 and 56 closed out, a net change of +115 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2020 was Fidelity Investments, an estimated $295M added.
  • The largest Thermo Fisher Scientific seller in Q3 2020 was Massachusetts Financial Services, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2020.