We are live on ! Find out more
TMO icon

Thermo Fisher Scientific

1,113 hedge funds and large institutions have $48.7B invested in Thermo Fisher Scientific in 2016 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 388 increasing their positions, 434 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 55

7% more funds holding

Funds holding: 1,0441,113 (+69)

1.33% less ownership

Funds ownership: 88.67%87.34% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 434

12% less capital invested

Capital invested by funds: $55.2B → $48.7B (-$6.44B)

35% less funds holding in top 10

Funds holding in top 10: 9360 (-33)

46% less call options, than puts

Call options by funds: $123M | Put options by funds: $228M

Holders
1,113
Holders Change
+69
Holders Change %
+6.61%
% of All Funds
27.82%
Holding in Top 10
60
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-35.48%
% of All Funds
1.5%
New
141
Increased
388
Reduced
434
Closed
55
Calls
$123M
Puts
$228M
Net Calls
-$105M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1001
Advantage Investment Management
Iowa
$125K +$73.7K +500 +130%
FCB
1002
First Command Bank
Texas
$125K +$130K +882 New
FCFS
1003
First Command Financial Services
Texas
$125K +$130K +882 New
GWS
1004
Glassman Wealth Services
Virginia
$119K
IPC
1005
Independent Portfolio Consultants
Florida
$103K +$107K +728 New
SHJ
1006
Sharkey, Howes & Javer
Colorado
$102K
LNB
1007
Ledyard National Bank
$100K +$29.5K +200 +39%
PR
1008
Payden & Rygel
California
$99K
GWM
1009
Geneos Wealth Management
Colorado
$95K -$1.77K -12 -2%
Carson Wealth (CWM LLC)
1010
Carson Wealth (CWM LLC)
Nebraska
$95K +$99.2K +673 +22,433%
CAW
1011
Cornerstone Advisors (Washington)
Washington
$93K +$9.58K +65 +11%
CCA
1012
Catalyst Capital Advisors
New York
$90K -$85.5K -580 -48%
EP
1013
Edinburgh Partners
United Kingdom
$90K
KT
1014
Kanaly Trust
Texas
$86K
PCTC
1015
Perkins Coie Trust Company
Washington
$84K +$45.7K +310 +110%
CCM
1016
Cribstone Capital Management
Maine
$83K
KLI
1017
Kelman-Lazarov Inc
Tennessee
$80.4K
HI
1018
Hudock Inc
Pennsylvania
$80K +$147 +1 +0.2%
BIG
1019
Bellwether Investment Group
Tennessee
$79K +$82.7K +561 New
HTHT
1020
Hemenway Trust Hemenway Trust
New Hampshire
$78K +$81.1K +550 New
HCM
1021
Horrell Capital Management
Arkansas
$71K
FWM
1022
Focused Wealth Management
New York
$71K +$73.7K +500 New
TWA
1023
TCI Wealth Advisors
Arizona
$70K
KF
1024
Krilogy Financial
Missouri
$60K +$4.87K +33 +8%
TSW
1025
Thompson Siegel & Walmsley
Virginia
$59K

TMO Hedge Fund Activity: Q4 2016 in Review

1,113 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2016, worth a combined $48.7B — down 12% from $55.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new TMO positions and 55 closed out — a net gain of 86 holders — while 388 added to existing stakes and 434 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $246M. The largest seller was T. Rowe Price Associates, cutting an estimated $845M.

  • 1,113 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2016, up from 1,044 in Q3 2016.
  • Funds reported $48.7B of Thermo Fisher Scientific stock for Q4 2016, down 12% quarter-over-quarter.
  • 141 funds opened new Thermo Fisher Scientific positions in Q4 2016 and 55 closed out, a net change of +86 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2016 was Generation Investment Management, an estimated $246M added.
  • The largest Thermo Fisher Scientific seller in Q4 2016 was T. Rowe Price Associates, an estimated $845M sold.

Based on aggregated 13F filings for Q4 2016.