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Thermo Fisher Scientific

1,848 hedge funds and large institutions have $156B invested in Thermo Fisher Scientific in 2020 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 628 increasing their positions, 775 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 56

22% more capital invested

Capital invested by funds: $128B → $156B (+$27.5B)

21% more funds holding in top 10

Funds holding in top 10: 163198 (+35)

6% more funds holding

Funds holding: 1,7491,848 (+99)

0.32% less ownership

Funds ownership: 89.48%89.16% (-0.32%)

18% less call options, than puts

Call options by funds: $613M | Put options by funds: $747M

19% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 775

Holders
1,848
Holders Change
+99
Holders Change %
+5.66%
% of All Funds
37.28%
Holding in Top 10
198
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.47%
% of All Funds
3.99%
New
171
Increased
628
Reduced
775
Closed
56
Calls
$613M
Puts
$747M
Net Calls
-$134M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1301
Golden State Wealth Management
California
$644K -$131K -317 -18%
SBSB
1302
Sullivan, Bruyette, Speros & Blaney
Virginia
$644K -$1.65K -4 -0.3%
BSW
1303
Buckingham Strategic Wealth
Missouri
$643K -$76.4K -185 -11%
BC
1304
Burney Company
Virginia
$642K +$826 +2 +0.1%
CPO
1305
Cerity Partners OCIO
New York
$642K +$60.3K +146 +11%
RM
1306
Resource Management
Louisiana
$638K +$41.3K +100 +7%
AIC
1307
Archer Investment Corporation
Indiana
$638K +$14.9K +36 +3%
BMO
1308
Beck Mack & Oliver
New York
$636K
MHC
1309
Meyer Handelman Company
New York
$635K -$116K -280 -16%
HPC
1310
Hobart Private Capital
North Carolina
$633K +$63.6K +154 +12%
CFA
1311
Carroll Financial Associates
North Carolina
$631K -$826 -2 -0.1%
RFM
1312
Royal Fund Management
Florida
$629K +$53.3K +129 +10%
VC
1313
Veracity Capital
Georgia
$628K +$587K +1,422 New
IWC
1314
Integrated Wealth Concepts
Massachusetts
$627K +$18.6K +45 +3%
BFO
1315
Biltmore Family Office
North Carolina
$621K
ABTD
1316
Arvest Bank Trust Division
Oklahoma
$615K
QPWM
1317
Quadrant Private Wealth Management
Pennsylvania
$613K -$16.1K -39 -3%
GC
1318
Grimes & Company
Massachusetts
$612K +$20.7K +50 +4%
Fayez Sarofim & Co
1319
Fayez Sarofim & Co
Texas
$610K
SC
1320
Sepio Capital
Utah
$609K +$248K +600 +77%
MSR
1321
Main Street Research
Connecticut
$604K -$12K -29 -2%
PAA
1322
Peregrine Asset Advisers
Oregon
$600K -$48.3K -117 -8%
DC
1323
DeDora Capital
California
$599K -$3.31K -8 -0.6%
T
1324
TOBAM
France
$598K +$560K +1,355 New
IIC
1325
Integrated Investment Consultants
Michigan
$597K

TMO Hedge Fund Activity: Q3 2020 in Review

1,848 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2020, worth a combined $156B — up 22% from $128B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new TMO positions and 56 closed out — a net gain of 115 holders — while 628 added to existing stakes and 775 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $295M. The largest seller was Massachusetts Financial Services, cutting an estimated $281M.

  • 1,848 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2020, up from 1,749 in Q2 2020.
  • Funds reported $156B of Thermo Fisher Scientific stock for Q3 2020, up 22% quarter-over-quarter.
  • 171 funds opened new Thermo Fisher Scientific positions in Q3 2020 and 56 closed out, a net change of +115 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2020 was Fidelity Investments, an estimated $295M added.
  • The largest Thermo Fisher Scientific seller in Q3 2020 was Massachusetts Financial Services, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2020.