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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
VFA
1201
Valeo Financial Advisors
Indiana
$2.01M +$186K +385 +11%
AWM
1202
Angeles Wealth Management
California
$2.01M -$121K -249 -6%
GIM
1203
Groesbeck Investment Management
New Jersey
$2M +$7.26K +15 +0.4%
SAG
1204
SageView Advisory Group
California
$2M +$174K +359 +11%
HI
1205
Harbour Investments
Wisconsin
$1.99M +$199K +411 +12%
RFM
1206
Royal Fund Management
Florida
$1.98M +$191K +395 +12%
WCM
1207
Wunderlich Capital Managemnt
Tennessee
$1.98M -$221K -456 -11%
GPA
1208
Guerra Pan Advisors
New Jersey
$1.97M -$15.5K -32 -0.9%
FMII
1209
Farmers & Merchants Investments Inc
Nebraska
$1.97M -$45K -93 -2%
VAS
1210
Vestmark Advisory Solutions
Massachusetts
$1.97M +$1.8M +3,714 +123%
AI
1211
AXS Investments
New York
$1.97M +$69.7K +144 +4%
OCM
1212
Orser Capital Management
Texas
$1.97M -$2.33M -4,811 -57%
LSAG
1213
Lake Street Advisors Group
New Hampshire
$1.96M +$1.79M +3,698 New
CP
1214
CenterBook Partners
Connecticut
$1.96M +$85.2K +176 +5%
FBC
1215
Fairfield, Bush & Co
Connecticut
$1.96M -$57.1K -118 -3%
CC
1216
Corton Capital
Ontario, Canada
$1.96M +$714K +1,475 +67%
NP
1217
NorthRock Partners
Minnesota
$1.95M +$449K +928 +34%
SWA
1218
Stratos Wealth Advisors
Ohio
$1.94M -$266K -550 -13%
PS
1219
Principal Securities
Iowa
$1.93M +$1.76M +3,638 New
MWM
1220
MBE Wealth Management
Wisconsin
$1.92M
EBWM
1221
Eagle Bluffs Wealth Management
Missouri
$1.92M -$5.81K -12 -0.3%
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$1.92M -$141K -291 -7%
FBT
1223
First Bank & Trust
South Dakota
$1.92M -$3.87K -8 -0.2%
VDBMI
1224
Van Den Berg Management I
Texas
$1.91M +$1.74M +3,594 New
CWM
1225
Circle Wealth Management
New Jersey
$1.91M +$54.2K +112 +3%

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.