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Thermo Fisher Scientific

2,375 hedge funds and large institutions have $190B invested in Thermo Fisher Scientific in 2022 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 872 increasing their positions, 926 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 79

17% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.58B

8% more capital invested

Capital invested by funds: $176B → $190B (+$13.9B)

5% more funds holding

Funds holding: 2,2672,375 (+108)

0.55% less ownership

Funds ownership: 88.62%88.07% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 926

1% less funds holding in top 10

Funds holding in top 10: 238235 (-3)

Holders
2,375
Holders Change
+108
Holders Change %
+4.76%
% of All Funds
38.17%
Holding in Top 10
235
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.26%
% of All Funds
3.78%
New
236
Increased
872
Reduced
926
Closed
79
Calls
$1.84B
Puts
$1.58B
Net Calls
+$263M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1301
Heritage Wealth Advisors
Virginia
$1.43M -$49.3K -93 -3%
HH
1302
Hilltop Holdings
Texas
$1.43M -$1.33M -2,517 -49%
SACTSONJ
1303
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.43M
BFO
1304
Biltmore Family Office
North Carolina
$1.43M +$606K +1,144 +79%
TWM
1305
Thrive Wealth Management
Pennsylvania
$1.43M +$58.8K +111 +4%
ACS
1306
Archford Capital Strategies
Illinois
$1.42M +$18.5K +35 +1%
DA
1307
Doliver Advisors
Texas
$1.42M +$23.3K +44 +2%
AIA
1308
Alera Investment Advisors
Illinois
$1.42M -$15.9K -30 -1%
ACIM
1309
Azimuth Capital Investment Management
Michigan
$1.41M -$58.3K -110 -4%
AA
1310
Altman Advisors
Illinois
$1.41M -$13.8K -26 -1%
DBIA
1311
Dumont & Blake Investment Advisors
New Jersey
$1.4M -$21.2K -40 -2%
KA
1312
Kovack Advisors
Florida
$1.39M +$381K +719 +40%
CT
1313
Chicago Trust
Illinois
$1.39M -$139K -263 -9%
JWCA
1314
J.W. Coons Advisors
Ohio
$1.38M +$19.6K +37 +1%
MCC
1315
Money Concepts Capital
Florida
$1.38M +$1.04M +1,965 +365%
LFM
1316
Lumina Fund Management
New York
$1.38M
HFA
1317
Harbert Fund Advisors
Alabama
$1.38M -$874K -1,650 -40%
TAM
1318
Tealwood Asset Management
Minnesota
$1.37M -$66.2K -125 -5%
CAM
1319
Cypress Asset Management
Texas
$1.37M
SCM
1320
Shelton Capital Management
Colorado
$1.36M
AW
1321
Alaethes Wealth
Nevada
$1.36M +$41.3K +78 +3%
MA
1322
MCF Advisors
Kentucky
$1.35M +$287K +541 +28%
NB
1323
Nicolet Bankshares
Wisconsin
$1.34M -$14.3K -27 -1%
VVP
1324
Venture Visionary Partners
Ohio
$1.34M +$84.8K +160 +7%
GWM
1325
Geneos Wealth Management
Colorado
$1.33M -$58.3K -110 -4%

TMO Hedge Fund Activity: Q4 2022 in Review

2,375 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2022, worth a combined $190B — up 7.9% from $176B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new TMO positions and 79 closed out — a net gain of 157 holders — while 872 added to existing stakes and 926 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.16B. The largest seller was Capital Research Global Investors, cutting an estimated $847M.

  • 2,375 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2022, up from 2,267 in Q3 2022.
  • Funds reported $190B of Thermo Fisher Scientific stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 236 funds opened new Thermo Fisher Scientific positions in Q4 2022 and 79 closed out, a net change of +157 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2022 was Polen Capital Management, an estimated $1.16B added.
  • The largest Thermo Fisher Scientific seller in Q4 2022 was Capital Research Global Investors, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2022.