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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
IAM
1551
ICM Asset Management
Washington
$296K
IIC
1552
Ironwood Investment Counsel
Arizona
$296K
EWM
1553
Empirical Wealth Management
Washington
$295K
SRC
1554
Sage Rhino Capital
California
$295K +$826 +2 +0.3%
BL
1555
BFSG LLC
California
$292K +$8.26K +20 +3%
TWA
1556
TCI Wealth Advisors
Arizona
$291K -$8.26K -20 -3%
PWA
1557
Physician Wealth Advisors
Utah
$290K -$16.5K -40 -6%
MPPLM
1558
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$290K +$12K +29 +5%
BONST
1559
Bank of Nova Scotia Trust
Ontario, Canada
$290K +$12.8K +31 +5%
AA
1560
Ancora Advisors
Ohio
$289K +$33.1K +80 +14%
HGWM
1561
Harvest Group Wealth Management
Massachusetts
$288K +$1.65K +4 +0.6%
CCA
1562
Cobblestone Capital Advisors
New York
$287K
LCP
1563
Legacy Capital Partners
Wisconsin
$287K
SDJVC
1564
St. Denis J. Villere & Co
Louisiana
$286K
Kovitz Investment Group Partners
1565
Kovitz Investment Group Partners
Illinois
$284K +$4.13K +10 +2%
IWS
1566
Insight Wealth Strategies
California
$284K +$23.1K +56 +10%
BL
1567
Balentine LLC
Georgia
$284K +$25.6K +62 +11%
TCOT
1568
Trust Company of Toledo
Ohio
$283K
PB
1569
Pinnacle Bancorp
Nebraska
$282K
DWM
1570
Darwin Wealth Management
Florida
$281K +$26.9K +65 +11%
CFSG
1571
Community Financial Services Group
Vermont
$280K
LSC
1572
Lesa Sroufe & Co
Washington
$278K -$6.61K -16 -2%
MG
1573
Mather Group
Illinois
$277K +$259K +628 New
MFG
1574
Merit Financial Group
Georgia
$276K +$259K +626 New
LA
1575
LVW Advisors
New York
$275K -$164K -398 -39%

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.