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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
SWA
1001
Sutton Wealth Advisors
Florida
$41.7K
LOT
1002
Lombard Odier Transatlantic
Quebec, Canada
$41K
OC
1003
Oakworth Capital
Alabama
$40K
AWM
1004
AllSquare Wealth Management
New York
$39K
BWA
1005
Burt Wealth Advisors
Maryland
$38K -$3.54K -24 -8%
CGT
1006
Capital Guardian Trust
California
$38K
PRS
1007
Pinkerton Retirement Specialists
Idaho
$37K +$36.6K +248 New
TJHA
1008
Thomas J. Herzfeld Advisors
Florida
$36K -$14.8K -100 -29%
CBT
1009
Central Bank & Trust
Kentucky
$34K
HCM
1010
Highlander Capital Management
New Jersey
$34K
First Eagle Investment Management
1011
First Eagle Investment Management
New York
$30K
WRM
1012
Westport Resources Management
Connecticut
$30K
BG
1013
Bollard Group
Massachusetts
$30K +$148 +1 +0.5%
PMFA
1014
Plante Moran Financial Advisors
Michigan
$30K +$6.2K +42 +26%
MUS
1015
Mitsubishi UFJ Securities
Japan
$30K +$29.5K +200 New
EDRE
1016
Edmond de Rothschild (Europe)
Luxembourg
$26K -$29.5K -200 -53%
TFO
1017
Tarbox Family Office
California
$25K
GBBWRPM
1018
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K
WA
1019
Winfield Associates
Ohio
$23K +$19.8K +134 +670%
CAW
1020
Cornerstone Advisors (Washington)
Washington
$22K
FIB
1021
First Interstate Bank
Montana
$22K
VCM
1022
Vigilant Capital Management
Maine
$21K +$21.1K +143 New
RWG
1023
Regal Wealth Group
California
$20K
MWM
1024
MinichMacGregor Wealth Management
New York
$19K +$1.92K +13 +11%
VNA
1025
Valley National Advisers
Pennsylvania
$18K

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.