We are live on ! Find out more
TMO icon

Thermo Fisher Scientific

1,674 hedge funds and large institutions have $99.8B invested in Thermo Fisher Scientific in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 614 increasing their positions, 734 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 111

13% more funds holding in top 10

Funds holding in top 10: 141159 (+18)

0% less funds holding

Funds holding: 1,6781,674 (-4)

0.74% less ownership

Funds ownership: 89.09%88.35% (-0.74%)

14% less capital invested

Capital invested by funds: $116B → $99.8B (-$16.1B)

16% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 734

17% less call options, than puts

Call options by funds: $330M | Put options by funds: $397M

Holders
1,674
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
36.89%
Holding in Top 10
159
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.77%
% of All Funds
3.5%
New
132
Increased
614
Reduced
734
Closed
111
Calls
$330M
Puts
$397M
Net Calls
-$66.3M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1226
Evergreen Capital Management
Washington
$486K +$10.4K +33 +2%
SMC
1227
Smith, Moore & Co
Missouri
$485K +$37.2K +118 +7%
EWA
1228
Exencial Wealth Advisors
Oklahoma
$484K
MSR
1229
Main Street Research
Connecticut
$482K +$162K +514 +43%
SWM
1230
Segment Wealth Management
Texas
$482K +$192K +610 +56%
CNBTD
1231
Citizens National Bank Trust Department
Mississippi
$482K +$536K +1,700 New
VFA
1232
Valeo Financial Advisors
Indiana
$478K -$76.9K -244 -14%
GIA
1233
Granite Investment Advisors
New Hampshire
$477K
CHP
1234
Cable Hill Partners
Oregon
$476K
BWAM
1235
Boyd Watterson Asset Management
Ohio
$475K -$214K -679 -29%
OFS
1236
Oldfather Financial Services
Nebraska
$475K
GSIS
1237
Global Strategic Investment Solutions
Arizona
$471K +$2.52K +8 +0.5%
WP
1238
WealthSource Partners
California
$467K -$268K -850 -34%
DIM
1239
DC Investments Management
Virginia
$463K -$95.9K -304 -16%
RB
1240
Rodgers Brothers
Pennsylvania
$457K
HIIFS
1241
Harel Insurance Investments & Financial Services
Israel
$456K -$49.8K -158 -9%
PAS
1242
Partnervest Advisory Services
California
$455K +$7.25K +23 +1%
AIM
1243
Aspen Investment Management
Michigan
$454K
AAIM
1244
Asset Advisors Investment Management
Georgia
$454K
ADL
1245
Asset Dedication LLC
California
$454K +$298K +944 +143%
XF
1246
XML Financial
Maryland
$451K -$4.1K -13 -0.8%
CBT
1247
Capital Bank & Trust
California
$450K +$24.6K +78 +5%
DCM
1248
Donaldson Capital Management
Indiana
$450K +$94K +298 +23%
MFW
1249
Meristem Family Wealth
Minnesota
$450K +$500K +1,586 New
CG
1250
CFO4Life Group
Texas
$447K -$27.4K -87 -5%

TMO Hedge Fund Activity: Q1 2020 in Review

1,674 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2020, worth a combined $99.8B — down 14% from $116B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new TMO positions and 111 closed out — a net gain of 21 holders — while 614 added to existing stakes and 734 trimmed.

The largest buyer was Capital World Investors, adding an estimated $392M. The largest seller was Fidelity Investments, cutting an estimated $395M.

  • 1,674 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2020, down from 1,678 in Q4 2019.
  • Funds reported $99.8B of Thermo Fisher Scientific stock for Q1 2020, down 14% quarter-over-quarter.
  • 132 funds opened new Thermo Fisher Scientific positions in Q1 2020 and 111 closed out, a net change of +21 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2020 was Capital World Investors, an estimated $392M added.
  • The largest Thermo Fisher Scientific seller in Q1 2020 was Fidelity Investments, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2020.