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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
BSW
926
Buckingham Strategic Wealth
Missouri
$3.8M +$127K +232 +4%
BMC
927
Beaton Management Company
Massachusetts
$3.77M
RWA
928
Roberts Wealth Advisors
California
$3.77M +$3.62M +6,592 New
NFC
929
Northeast Financial Consultants
Connecticut
$3.75M -$12.6K -23 -0.3%
BWM
930
BNC Wealth Management
Oregon
$3.75M +$23.1K +42 +0.6%
CAS
931
Cascadia Advisory Services
Oregon
$3.73M -$162K -296 -4%
TCA
932
Transcend Capital Advisors
New Jersey
$3.72M +$27.4K +50 +0.8%
WAM
933
World Asset Management
Michigan
$3.72M -$416K -758 -10%
CPIA
934
Cornell Pochily Investment Advisors
New York
$3.72M -$73K -133 -2%
IPAM
935
ICICI Prudential Asset Management
India
$3.71M
AA
936
Altman Advisors
Illinois
$3.71M -$241K -439 -7%
SIM
937
Stratos Investment Management
Ohio
$3.7M +$1.05M +1,913 +42%
B
938
Bailard
California
$3.69M
AWM
939
Apollon Wealth Management
South Carolina
$3.69M +$182K +332 +5%
SPC
940
Sigma Planning Corp
Michigan
$3.66M -$104K -189 -3%
SBL
941
Sargent Bickham Lagudis
Colorado
$3.66M +$40.1K +73 +1%
ETC
942
Exchange Traded Concepts
Oklahoma
$3.66M -$1.03M -1,873 -23%
APWM
943
Atlas Private Wealth Management
New York
$3.65M -$58.7K -107 -2%
MBT
944
Montecito Bank & Trust
California
$3.64M -$171K -311 -5%
OCM
945
Orleans Capital Management
Louisiana
$3.64M -$32.9K -60 -0.9%
AP
946
AtonRa Partners
Switzerland
$3.63M +$357K +650 +11%
AO
947
Advisor OS
Illinois
$3.62M -$54.3K -99 -2%
GKWIM
948
Gerber Kawasaki Wealth & Investment Management
California
$3.61M +$1.14M +2,075 +49%
FRA
949
Front Row Advisors
California
$3.6M +$24.1K +44 +0.7%
BRM
950
Boston Research & Management
Massachusetts
$3.58M +$23.6K +43 +0.7%

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.