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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
AA
1401
AlphaMark Advisors
Kentucky
$1.22M +$21.8K +45 +2%
CA
1402
Continuum Advisory
Idaho
$1.22M -$98.3K -203 -8%
FLI
1403
Family Legacy Inc
South Carolina
$1.22M +$51.3K +106 +5%
CA
1404
Cullinan Associates
Kentucky
$1.22M -$194K -400 -15%
IIM
1405
Intact Investment Management
Quebec, Canada
$1.22M +$1.11M +2,300 New
SAI
1406
Systematic Alpha Investments
New Jersey
$1.22M
SIA
1407
Soltis Investment Advisors
Utah
$1.22M -$553K -1,143 -33%
AF
1408
Apexium Financial
Texas
$1.22M +$743K +1,536 +204%
GC
1409
Grimes & Company
Massachusetts
$1.22M -$14.5K -30 -1%
SCM
1410
Shelton Capital Management
Colorado
$1.21M -$62.9K -130 -5%
CWM
1411
Castle Wealth Management
Florida
$1.21M -$80.3K -166 -7%
IAS
1412
Insigneo Advisory Services
Florida
$1.21M +$211K +435 +24%
HAS
1413
HBW Advisory Services
California
$1.21M -$25.2K -52 -2%
CCWM
1414
Cassaday & Co Wealth Management
Virginia
$1.21M +$138K +285 +14%
WA
1415
Wambolt & Associates
Colorado
$1.2M -$6.29K -13 -0.6%
RAM
1416
Ramirez Asset Management
New York
$1.2M +$12.1K +25 +1%
WIM
1417
WealthPlan Investment Management
Nebraska
$1.2M +$148K +305 +16%
ETC
1418
Exchange Traded Concepts
Oklahoma
$1.19M -$122K -253 -10%
RB
1419
Rodgers Brothers
Pennsylvania
$1.19M
JWCA
1420
J.W. Cole Advisors
Florida
$1.19M +$271K +559 +33%
OL
1421
Optas LLC
Texas
$1.19M -$76.5K -158 -7%
WA
1422
Waverly Advisors
Alabama
$1.18M -$2.42K -5 -0.2%
NW
1423
Naviter Wealth
Arkansas
$1.18M -$93.4K -193 -8%
PPC
1424
Park Place Capital
Alabama
$1.18M +$174K +359 +19%
WC
1425
Westhampton Capital
North Carolina
$1.18M +$29K +60 +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.