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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
TF
1101
Tompkins Financial
New York
$2.15M +$2.06M +3,754 New
SLF
1102
Sun Life Financial
Ontario, Canada
$2.14M +$356K +648 +21%
BFM
1103
Boothbay Fund Management
New York
$2.14M -$903K -1,646 -31%
CAM
1104
Cypress Asset Management
Texas
$2.14M
RSWM
1105
Robertson Stephens Wealth Management
California
$2.13M -$261K -476 -11%
AIC
1106
Ameritas Investment Company
Nebraska
$2.13M +$1.67M +3,036 +439%
PRWA
1107
Platte River Wealth Advisors
Colorado
$2.12M +$35.7K +65 +2%
AG
1108
Algert Global
California
$2.12M -$336K -612 -14%
QI
1109
Qtron Investments
Massachusetts
$2.11M +$800K +1,457 +65%
SIM
1110
Sentry Investment Management
Wisconsin
$2.1M -$294K -536 -13%
AWM
1111
Altavista Wealth Management
North Carolina
$2.09M -$60.9K -111 -3%
MWM
1112
MBE Wealth Management
Wisconsin
$2.07M
DT
1113
Diversified Trust
Tennessee
$2.06M -$367K -668 -16%
CMANY
1114
Capital Management Associates (New York)
New York
$2.06M
IIM
1115
Intact Investment Management
Quebec, Canada
$2.06M -$110K -200 -5%
EPA
1116
Element Pointe Advisors
Florida
$2.05M -$293K -533 -13%
HB
1117
Homrich & Berg
Georgia
$2.04M +$1.1K +2 +0.1%
Credit Agricole
1118
Credit Agricole
France
$2.04M +$232K +423 +13%
CG
1119
Caprock Group
Idaho
$2.04M +$297K +541 +18%
Loomis, Sayles & Company
1120
Loomis, Sayles & Company
Massachusetts
$2.04M -$214K -389 -10%
AFC
1121
AFT Forsyth & Company
Florida
$2.04M
MLM
1122
Mount Lucas Management
Pennsylvania
$2.03M -$154K -281 -7%
RWP
1123
RWA Wealth Partners
Massachusetts
$2.03M
RWM
1124
Ritholtz Wealth Management
New York
$2.02M +$183K +334 +10%
SCP
1125
Shorepoint Capital Partners
Massachusetts
$2.02M +$1.94M +3,533 New

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.