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Thermo Fisher Scientific

2,129 hedge funds and large institutions have $197B invested in Thermo Fisher Scientific in 2021 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 800 increasing their positions, 809 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 80

39% more funds holding in top 10

Funds holding in top 10: 155215 (+60)

14% more capital invested

Capital invested by funds: $173B → $197B (+$24.2B)

3% more funds holding

Funds holding: 2,0752,129 (+54)

0.43% more ownership

Funds ownership: 87.41%87.84% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 809

24% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.05B

Holders
2,129
Holders Change
+54
Holders Change %
+2.6%
% of All Funds
37.27%
Holding in Top 10
215
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.71%
% of All Funds
3.76%
New
163
Increased
800
Reduced
809
Closed
80
Calls
$1.56B
Puts
$2.05B
Net Calls
-$492M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1526
Glassman Wealth Services
Virginia
$611K +$34K +62 +6%
MWM
1527
Modera Wealth Management
New Jersey
$611K +$125K +228 +27%
GCM
1528
Gables Capital Management
Florida
$610K -$22K -40 -4%
CC
1529
Capital Counsel
New York
$610K
AIP
1530
Almanack Investment Partners
Pennsylvania
$609K +$108K +196 +23%
BOS
1531
Bingham Osborn & Scarborough
California
$608K +$41.7K +76 +8%
BOS
1532
Bank of Stockton
California
$607K -$3.29K -6 -0.6%
VHAM
1533
Van Hulzen Asset Management
California
$605K
CIA
1534
Capital Investment Advisors
Georgia
$600K -$32.9K -60 -5%
TP
1535
Tranquility Partners
Tennessee
$600K +$32.9K +60 +6%
IFWM
1536
Institute for Wealth Management
Colorado
$597K +$87.3K +159 +18%
EM
1537
Excalibur Management
Massachusetts
$596K
HGWM
1538
Horst & Graben Wealth Management
Oregon
$594K
CWM
1539
Cabot Wealth Management
Massachusetts
$591K
BP
1540
BBR Partners
New York
$591K +$6.04K +11 +1%
MW
1541
Marcum Wealth
Ohio
$590K +$121K +220 +27%
CWM
1542
Cahaba Wealth Management
Georgia
$588K +$565K +1,030 New
DPI
1543
Diversified Portfolios Inc
Michigan
$586K
MA
1544
MJP Associates
Connecticut
$585K +$35.7K +65 +7%
SG
1545
StoneX Group
New York
$584K +$53.2K +97 +10%
HFS
1546
HBC Financial Services
Washington
$583K
OCM
1547
Osterweis Capital Management
California
$583K
WFC
1548
Western Financial Corp
California
$581K +$40.1K +73 +8%
DTC
1549
Davidson Trust Company
Washington
$579K
SDWMA
1550
Schneider Downs Wealth Management Advisors
Pennsylvania
$578K -$33.5K -61 -6%

TMO Hedge Fund Activity: Q3 2021 in Review

2,129 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2021, worth a combined $197B — up 14% from $173B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TMO positions and 80 closed out — a net gain of 83 holders — while 800 added to existing stakes and 809 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $517M.

  • 2,129 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2021, up from 2,075 in Q2 2021.
  • Funds reported $197B of Thermo Fisher Scientific stock for Q3 2021, up 14% quarter-over-quarter.
  • 163 funds opened new Thermo Fisher Scientific positions in Q3 2021 and 80 closed out, a net change of +83 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2021 was Fidelity Investments, an estimated $703M added.
  • The largest Thermo Fisher Scientific seller in Q3 2021 was Wellington Management Group, an estimated $517M sold.

Based on aggregated 13F filings for Q3 2021.