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Thermo Fisher Scientific

2,527 hedge funds and large institutions have $196B invested in Thermo Fisher Scientific in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 1,015 increasing their positions, 962 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 121

2% more funds holding

Funds holding: 2,4872,527 (+40)

6% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 962

4% more capital invested

Capital invested by funds: $188B → $196B (+$7.31B)

3.53% less ownership

Funds ownership: 91.82%88.29% (-3.5%)

9% less funds holding in top 10

Funds holding in top 10: 141128 (-13)

20% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.39B

Holders
2,527
Holders Change
+40
Holders Change %
+1.61%
% of All Funds
36.4%
Holding in Top 10
128
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-9.22%
% of All Funds
1.84%
New
192
Increased
1,015
Reduced
962
Closed
121
Calls
$1.1B
Puts
$1.39B
Net Calls
-$283M
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1126
Atlantic Union Bankshares
Virginia
$2.6M -$56.1K -100 -2%
TCPG
1127
Trivant Custom Portfolio Group
California
$2.6M +$131K +233 +6%
PS
1128
Principal Securities
Iowa
$2.59M +$456K +812 +22%
PDL
1129
Portfolio Design Labs
California
$2.59M +$2.5M +4,449 New
FPAS
1130
Focus Partners Advisor Solutions
Missouri
$2.58M +$1.99M +3,548 +395%
GLR
1131
Great Lakes Retirement
Ohio
$2.58M +$29.7K +53 +1%
CWP
1132
Cyndeo Wealth Partners
Florida
$2.58M -$204K -364 -8%
KWM
1133
Koa Wealth Management
California
$2.58M +$7.29K +13 +0.3%
MMG
1134
Monetary Management Group
Missouri
$2.57M
FDS
1135
Freedom Day Solutions
Texas
$2.57M +$210K +374 +9%
KWA
1136
Kingswood Wealth Advisors
California
$2.56M -$165K -294 -6%
BCM
1137
Brookstone Capital Management
Illinois
$2.55M +$1.76M +3,142 +252%
KJHP
1138
K.J. Harrison & Partners
Ontario, Canada
$2.54M -$455K -810 -16%
WCWM
1139
Willow Creek Wealth Management
California
$2.54M -$5.61K -10 -0.2%
LF
1140
Longbow Finance
Switzerland
$2.53M +$2.45M +4,358 New
MAM
1141
Montchanin Asset Management
Delaware
$2.52M +$2.43M +4,331 New
MWM
1142
Mission Wealth Management
California
$2.51M +$192K +342 +9%
FIM
1143
Freedom Investment Management
Connecticut
$2.5M -$231K -412 -9%
CAC
1144
Core Alternative Capital
Georgia
$2.5M -$40.4K -72 -2%
RWM
1145
Ritholtz Wealth Management
New York
$2.48M +$205K +365 +9%
NAM
1146
NTV Asset Management
West Virginia
$2.48M
GWM
1147
Glass Wealth Management
Texas
$2.48M +$2.4M +4,272 New
WS
1148
Wedbush Securities
California
$2.48M +$1.68K +3 +0.1%
BWAM
1149
Boyd Watterson Asset Management
Ohio
$2.48M +$27.5K +49 +1%
CAAS
1150
Capital Asset Advisory Services
Michigan
$2.48M -$178K -318 -7%

TMO Hedge Fund Activity: Q1 2024 in Review

2,527 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2024, worth a combined $196B — up 3.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new TMO positions and 121 closed out — a net gain of 71 holders — while 1,015 added to existing stakes and 962 trimmed.

The largest buyer was Franklin Resources, adding an estimated $883M. The largest seller was Morgan Stanley, cutting an estimated $7.49B.

  • 2,527 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2024, up from 2,487 in Q4 2023.
  • Funds reported $196B of Thermo Fisher Scientific stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 192 funds opened new Thermo Fisher Scientific positions in Q1 2024 and 121 closed out, a net change of +71 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2024 was Franklin Resources, an estimated $883M added.
  • The largest Thermo Fisher Scientific seller in Q1 2024 was Morgan Stanley, an estimated $7.49B sold.

Based on aggregated 13F filings for Q1 2024.