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Thermo Fisher Scientific

2,488 hedge funds and large institutions have $188B invested in Thermo Fisher Scientific in 2023 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 884 increasing their positions, 984 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 132

18% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.64B

9% more capital invested

Capital invested by funds: $173B → $188B (+$15.2B)

5% more funds holding

Funds holding: 2,3652,488 (+123)

3.27% more ownership

Funds ownership: 88.54%91.82% (+3.3%)

1% more funds holding in top 10

Funds holding in top 10: 139141 (+2)

10% less repeat investments, than reductions

Existing positions increased: 884 | Existing positions reduced: 984

Holders
2,488
Holders Change
+123
Holders Change %
+5.2%
% of All Funds
36.27%
Holding in Top 10
141
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.44%
% of All Funds
2.06%
New
290
Increased
884
Reduced
984
Closed
132
Calls
$1.92B
Puts
$1.64B
Net Calls
+$287M
Net Calls Change
+$314M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1026
Leavell Investment Management
Alabama
$3.13M -$123K -255 -4%
FHA
1027
Flagship Harbor Advisors
Massachusetts
$3.12M -$11.1K -23 -0.4%
LAM
1028
Lummis Asset Management
Texas
$3.11M +$2.84M +5,858 New
IUHSA
1029
Itau Unibanco Holding S.A.
Brazil
$3.11M -$5.04M -10,405 -64%
JIR
1030
James Investment Research
Ohio
$3.08M -$497K -1,027 -15%
MM
1031
Meridian Management
Arkansas
$3.08M -$23.7K -49 -0.9%
T. Rowe Price Investment Management
1032
T. Rowe Price Investment Management
Maryland
$3.06M -$1.05B -2,178,776 -100%
NIM
1033
NEOS Investment Management
Connecticut
$3.05M +$868K +1,793 +45%
DCM
1034
Donaldson Capital Management
Indiana
$3.04M +$257K +531 +10%
SWA
1035
SFMG Wealth Advisors
Texas
$3.03M +$31.9K +66 +1%
BFPW
1036
BOK Financial Private Wealth
Colorado
$3.03M -$291K -601 -10%
QFA
1037
Quattro Financial Advisors
Texas
$3.03M -$2.5M -5,169 -91%
AP
1038
Arlington Partners
Alabama
$3M +$30K +62 +1%
SRAM
1039
Spouting Rock Asset Management
Pennsylvania
$2.97M +$174K +360 +7%
MF
1040
Magnetar Financial
Illinois
$2.96M +$2.7M +5,577 New
EFS
1041
Essex Financial Services
Connecticut
$2.96M -$91K -188 -3%
CA
1042
Clearstead Advisors
Ohio
$2.94M -$3.31M -6,833 -55%
NW
1043
NewEdge Wealth
Pennsylvania
$2.94M -$191K -395 -7%
IB
1044
Intrust Bank
Kansas
$2.93M -$183K -379 -6%
IWA
1045
Icon Wealth Advisors
Texas
$2.92M +$2.66M +5,505 New
SCA
1046
Snowden Capital Advisors
New York
$2.87M -$207K -428 -7%
FFN
1047
Focus Financial Network
Minnesota
$2.86M +$1.03M +2,138 +66%
OC
1048
Optimas Capital
Hong Kong
$2.86M +$2.61M +5,386 New
HF
1049
HRT Financial
New York
$2.85M -$58.2M -120,158 -96%
TPW
1050
Transatlantique Private Wealth
New York
$2.85M -$213K -441 -8%

TMO Hedge Fund Activity: Q4 2023 in Review

2,488 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2023, worth a combined $188B — up 8.8% from $173B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new TMO positions and 132 closed out — a net gain of 158 holders — while 884 added to existing stakes and 984 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.14B. The largest seller was Massachusetts Financial Services, cutting an estimated $1.08B.

  • 2,488 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2023, up from 2,365 in Q3 2023.
  • Funds reported $188B of Thermo Fisher Scientific stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 290 funds opened new Thermo Fisher Scientific positions in Q4 2023 and 132 closed out, a net change of +158 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2023 was Morgan Stanley, an estimated $6.14B added.
  • The largest Thermo Fisher Scientific seller in Q4 2023 was Massachusetts Financial Services, an estimated $1.08B sold.

Based on aggregated 13F filings for Q4 2023.