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Thermo Fisher Scientific

1,674 hedge funds and large institutions have $99.8B invested in Thermo Fisher Scientific in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 614 increasing their positions, 734 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 111

13% more funds holding in top 10

Funds holding in top 10: 141159 (+18)

0% less funds holding

Funds holding: 1,6781,674 (-4)

0.74% less ownership

Funds ownership: 89.09%88.35% (-0.74%)

14% less capital invested

Capital invested by funds: $116B → $99.8B (-$16.1B)

16% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 734

17% less call options, than puts

Call options by funds: $330M | Put options by funds: $397M

Holders
1,674
Holders Change
-4
Holders Change %
-0.24%
% of All Funds
36.89%
Holding in Top 10
159
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.77%
% of All Funds
3.5%
New
132
Increased
614
Reduced
734
Closed
111
Calls
$330M
Puts
$397M
Net Calls
-$66.3M
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1576
Lenox Wealth Advisors
New York
$54K +$4.73K +15 +9%
VEA
1577
Virtus ETF Advisers
New York
$54K +$17.3K +55 +41%
CAN
1578
Claraphi Advisory Network
United States
$54K +$59.6K +189 New
MGI
1579
MayTech Global Investments
New York
$51K
TAIM
1580
TD Ameritrade Investment Management
Nebraska
$50K -$6.31K -20 -10%
TFGT
1581
TS Financial Group (TSFG)
Illinois
$50K
EWM
1582
Elmwood Wealth Management
California
$50K +$76.3K +242 New
EWA
1583
Evolution Wealth Advisors
Florida
$48K -$25.2K -80 -32%
HR
1584
Howe & Rusling
New York
$47K -$3.15K -10 -6%
IFAM
1585
Institutional & Family Asset Management
Colorado
$47K -$1.58K -5 -3%
LWM
1586
Liberty Wealth Management
California
$44K -$1.58K -5 -3%
FWM
1587
Focused Wealth Management
New York
$43K
SIM
1588
Sonora Investment Management
Arizona
$43K
Loomis, Sayles & Company
1589
Loomis, Sayles & Company
Massachusetts
$42K -$165K -522 -78%
EWP
1590
Engrave Wealth Partners
Texas
$38K -$19.2K -61 -31%
RWG
1591
Regal Wealth Group
California
$38K
AWA
1592
Arkadios Wealth Advisors
Georgia
$36.4K +$631 +2 +2%
EW
1593
Evoke Wealth
California
$35.2K -$80.7K -256 -67%
CCM
1594
Cribstone Capital Management
Maine
$34K -$1.89K -6 -5%
AWM
1595
Avondale Wealth Management
Texas
$33K
BAM
1596
Bellevue Asset Management
Washington
$33K
BWL
1597
Bogart Wealth LLC
Virginia
$33K
GFPC
1598
Global Financial Private Client
Florida
$32.5K -$18.3K -58 -33%
BHWM
1599
Bay Harbor Wealth Management
Maryland
$32K -$32.5K -103 -48%
NCM
1600
New Capital Management
Texas
$32K

TMO Hedge Fund Activity: Q1 2020 in Review

1,674 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2020, worth a combined $99.8B — down 14% from $116B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new TMO positions and 111 closed out — a net gain of 21 holders — while 614 added to existing stakes and 734 trimmed.

The largest buyer was Capital World Investors, adding an estimated $392M. The largest seller was Fidelity Investments, cutting an estimated $395M.

  • 1,674 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2020, down from 1,678 in Q4 2019.
  • Funds reported $99.8B of Thermo Fisher Scientific stock for Q1 2020, down 14% quarter-over-quarter.
  • 132 funds opened new Thermo Fisher Scientific positions in Q1 2020 and 111 closed out, a net change of +21 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2020 was Capital World Investors, an estimated $392M added.
  • The largest Thermo Fisher Scientific seller in Q1 2020 was Fidelity Investments, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2020.