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Thermo Fisher Scientific

1,678 hedge funds and large institutions have $116B invested in Thermo Fisher Scientific in 2019 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 538 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 62

11% more capital invested

Capital invested by funds: $105B → $116B (+$11.3B)

9% more funds holding

Funds holding: 1,5441,678 (+134)

6% more funds holding in top 10

Funds holding in top 10: 133141 (+8)

0.65% less ownership

Funds ownership: 89.74%89.09% (-0.65%)

14% less call options, than puts

Call options by funds: $386M | Put options by funds: $451M

20% less repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 671

Holders
1,678
Holders Change
+134
Holders Change %
+8.68%
% of All Funds
33.06%
Holding in Top 10
141
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.02%
% of All Funds
2.78%
New
220
Increased
538
Reduced
671
Closed
62
Calls
$386M
Puts
$451M
Net Calls
-$65.2M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
1551
Tower View Wealth Management
Wisconsin
$89K
EI
1552
Ellevest Inc
New York
$86K +$49.4K +163 +160%
BWA
1553
Burt Wealth Advisors
Maryland
$85K
FCM
1554
Firestone Capital Management
Florida
$85K +$79.1K +261 New
WAP
1555
Wealthcare Advisory Partners
Pennsylvania
$82K -$4.25K -14 -5%
WPA
1556
West Paces Advisors
Georgia
$81.5K
BDS
1557
Banco de Sabadell
Florida
$81K
EWA
1558
Evolution Wealth Advisors
Florida
$81K +$70.3K +232 +1,365%
CT
1559
Caldwell Trust
Florida
$80.9K +$75.5K +249 New
BAMG
1560
Brand Asset Management Group
Missouri
$80K
QAM
1561
QCI Asset Management
New York
$80K
TRCT
1562
Tower Research Capital (TRC)
New York
$77K -$2.43M -8,000 -97%
GAM
1563
Gemmer Asset Management
California
$76K
PW
1564
Price Wealth
Texas
$76K +$63.1K +208 +800%
HCM
1565
Highlander Capital Management
New Jersey
$75K
NC
1566
NewSquare Capital
Pennsylvania
$75K +$57.6K +190 +475%
SAM
1567
S.A. Mason
Michigan
$75K +$69.7K +230 New
SQA
1568
Simon Quick Advisors
New Jersey
$75K +$70K +231 New
CA
1569
Crewe Advisors
Utah
$71K -$131K -431 -66%
AWM
1570
AllSquare Wealth Management
New York
$71K -$10.3K -34 -13%
BHWM
1571
Bay Harbor Wealth Management
Maryland
$70K
TFA
1572
Tobias Financial Advisors
Florida
$69K +$65.2K +215 New
BG
1573
Bollard Group
Massachusetts
$66K
CT
1574
Clearstead Trust
Maine
$65K -$16.7K -55 -21%
EARNEST Partners
1575
EARNEST Partners
Georgia
$65K

TMO Hedge Fund Activity: Q4 2019 in Review

1,678 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2019, worth a combined $116B — up 11% from $105B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new TMO positions and 62 closed out — a net gain of 158 holders — while 538 added to existing stakes and 671 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $392M. The largest seller was T. Rowe Price Associates, cutting an estimated $234M.

  • 1,678 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2019, up from 1,544 in Q3 2019.
  • Funds reported $116B of Thermo Fisher Scientific stock for Q4 2019, up 11% quarter-over-quarter.
  • 220 funds opened new Thermo Fisher Scientific positions in Q4 2019 and 62 closed out, a net change of +158 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2019 was Morgan Stanley, an estimated $392M added.
  • The largest Thermo Fisher Scientific seller in Q4 2019 was T. Rowe Price Associates, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2019.