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Thermo Fisher Scientific

1,055 hedge funds and large institutions have $51.5B invested in Thermo Fisher Scientific in 2016 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 384 increasing their positions, 421 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

34% more call options, than puts

Call options by funds: $233M | Put options by funds: $174M

5% more capital invested

Capital invested by funds: $48.9B → $51.5B (+$2.6B)

3% more funds holding

Funds holding: 1,0241,055 (+31)

1% more funds holding in top 10

Funds holding in top 10: 7778 (+1)

9% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 421

2.57% less ownership

Funds ownership: 91.36%88.79% (-2.6%)

Holders
1,055
Holders Change
+31
Holders Change %
+3.03%
% of All Funds
28.15%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
2.08%
New
79
Increased
384
Reduced
421
Closed
38
Calls
$233M
Puts
$174M
Net Calls
+$59M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
976
Joel Isaacson & Co
New York
$74K
TWA
977
TCI Wealth Advisors
Arizona
$74K
KKAMG
978
Kernodle & Katon Asset Management Group
Arkansas
$69K +$4.72K +32 +7%
HPBT
979
High Point Bank & Trust
North Carolina
$66K
SBL
980
Sargent Bickham Lagudis
Colorado
$65K +$5.9K +40 +10%
JCM
981
Jacobi Capital Management
Pennsylvania
$65K +$64.3K +436 New
PCM
982
Penserra Capital Management
California
$64K +$21.3K +144 +50%
TSW
983
Thompson Siegel & Walmsley
Virginia
$62K +$5.9K +40 +11%
BBPWM
984
Blue Bell Private Wealth Management
Pennsylvania
$60K
TDC
985
Thompson Davis & Co
Virginia
$60K +$41.2K +279 +215%
AIM
986
Acrospire Investment Management
Illinois
$59K +$29.5K +200 +100%
PFBT
987
Parkside Financial Bank & Trust
Missouri
$58K -$1.18K -8 -2%
LWA
988
Lenox Wealth Advisors
New York
$58K
KLI
989
Kelman-Lazarov Inc
Tennessee
$57.5K +$5.17K +35 +10%
Simplex Trading
990
Simplex Trading
Illinois
$56K -$1.21M -8,181 -96%
CB
991
Community Bank
New York
$55K
PCP
992
Proficio Capital Partners
Massachusetts
$53K +$295 +2 +0.6%
KF
993
Krilogy Financial
Missouri
$52K +$295 +2 +0.6%
AF
994
Arrow Financial
New York
$50K
PFO
995
Pathstone Family Office
New Jersey
$45K -$11.1K -75 -20%
NCM
996
Nelson Capital Management
California
$45K +$12.5K +85 +38%
ZB
997
Zions Bancorporation
Utah
$44K -$9.15K -62 -18%
GAM
998
Gemmer Asset Management
California
$43K
BL
999
Balentine LLC
Georgia
$43K +$43.4K +294 New
PCTC
1000
Perkins Coie Trust Company
Washington
$42K

TMO Hedge Fund Activity: Q2 2016 in Review

1,055 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q2 2016, worth a combined $51.5B — up 5.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new TMO positions and 38 closed out — a net gain of 41 holders — while 384 added to existing stakes and 421 trimmed.

The largest buyer was Sound Shore Management, adding an estimated $180M. The largest seller was Royal London Asset Management, cutting an estimated $2.01B.

  • 1,055 institutional investors held Thermo Fisher Scientific (TMO) as of Q2 2016, up from 1,024 in Q1 2016.
  • Funds reported $51.5B of Thermo Fisher Scientific stock for Q2 2016, up 5.3% quarter-over-quarter.
  • 79 funds opened new Thermo Fisher Scientific positions in Q2 2016 and 38 closed out, a net change of +41 holders.
  • The largest Thermo Fisher Scientific buyer in Q2 2016 was Sound Shore Management, an estimated $180M added.
  • The largest Thermo Fisher Scientific seller in Q2 2016 was Royal London Asset Management, an estimated $2.01B sold.

Based on aggregated 13F filings for Q2 2016.