Thermo Fisher Scientific
TMO
1,159 hedge funds and large institutions have $59.1B invested in Thermo Fisher Scientific in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 409 increasing their positions, 490 reducing their positions, and 53 closing their positions.
75% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 53
38% more funds holding in top 10
Funds holding in top 10: 65 → 90 (+25)
12% more capital invested
Capital invested by funds: $52.8B → $59.1B (+$6.31B)
2% more funds holding
Funds holding: 1,135 → 1,159 (+24)
1.4% less ownership
Funds ownership: 87.93% → 86.53% (-1.4%)
17% less repeat investments, than reductions
Existing positions increased: 409 | Existing positions reduced: 490
40% less call options, than puts
Call options by funds: $122M | Put options by funds: $202M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$667M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$375M |
| 3 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$216M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$113M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$557M |
| 2 |
Select Equity Group
New York
|
-$257M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$230M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$177M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$177M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIG
1201
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$99K | -646 | Closed |
|
|
CGT
1202
Capital Guardian Trust
Los Angeles,
California
| – | -$39K | -256 | Closed |
|
|
MAS
1203
Madden Advisory Services
Jacksonville,
Florida
| – | -$30K | -198 | Closed |
|
|
AFIA
1204
America First Investment Advisors
Omaha,
Nebraska
| – | -$27K | -175 | Closed |
|
|
FMP
1205
Financial Management Professionals
Austin,
Texas
| – | -$26K | -175 | Closed |
|
|
IP
1206
Isthmus Partners
Madison,
Wisconsin
| – | -$15K | -100 | Closed |
|
|
AA
1207
Apriem Advisors
Irvine,
California
| – | -$7K | -44 | Closed |
|
|
DVM
1208
Dreman Value Management
West Palm Beach,
Florida
| – | -$6K | -37 | Closed |
|
|
AWM
1209
AllSquare Wealth Management
Albany,
New York
| – | -$5K | -30 | Closed |
|
1210
Financial Engines Advisors
Santa Clara,
California
| – | -$5K | -30 | Closed |
|
|
ST
1211
Somerset Trust
Somerset,
Pennsylvania
| – | -$4K | -23 | Closed |
|
|
BKA
1212
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$2K | -16 | Closed |
|
|
CFN
1213
Cordasco Financial Network
Naples,
Florida
| – | -$2K | -12 | Closed |
|
TMO Hedge Fund Activity: Q2 2017 in Review
1,159 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q2 2017, worth a combined $59.1B — up 12% from $52.8B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new TMO positions and 53 closed out — a net gain of 40 holders — while 409 added to existing stakes and 490 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $667M. The largest seller was T. Rowe Price Associates, cutting an estimated $557M.
- 1,159 institutional investors held Thermo Fisher Scientific (TMO) as of Q2 2017, up from 1,135 in Q1 2017.
- Funds reported $59.1B of Thermo Fisher Scientific stock for Q2 2017, up 12% quarter-over-quarter.
- 93 funds opened new Thermo Fisher Scientific positions in Q2 2017 and 53 closed out, a net change of +40 holders.
- The largest Thermo Fisher Scientific buyer in Q2 2017 was Capital Research Global Investors, an estimated $667M added.
- The largest Thermo Fisher Scientific seller in Q2 2017 was T. Rowe Price Associates, an estimated $557M sold.
Based on aggregated 13F filings for Q2 2017.