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Thermo Fisher Scientific

1,748 hedge funds and large institutions have $128B invested in Thermo Fisher Scientific in 2020 Q2 according to their latest regulatory filings, with 179 funds opening new positions, 617 increasing their positions, 707 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 90

28% more capital invested

Capital invested by funds: $99.8B → $128B (+$28.2B)

4% more funds holding

Funds holding: 1,6741,748 (+74)

3% more funds holding in top 10

Funds holding in top 10: 159163 (+4)

1.13% more ownership

Funds ownership: 88.35%89.48% (+1.1%)

4% more call options, than puts

Call options by funds: $522M | Put options by funds: $503M

13% less repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 707

Holders
1,748
Holders Change
+74
Holders Change %
+4.42%
% of All Funds
35.84%
Holding in Top 10
163
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.52%
% of All Funds
3.34%
New
179
Increased
617
Reduced
707
Closed
90
Calls
$522M
Puts
$503M
Net Calls
+$18.4M
Net Calls Change
+$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1576
Autus Asset Management
Arizona
$200K +$185K +552 New
CG
1577
Corundum Group
Colorado
$200K +$185K +552 New
RIS
1578
Retirement Income Solutions
Michigan
$200K +$185K +552 New
CF
1579
Centaurus Financial
California
$196K +$12.1K +36 +7%
MAM
1580
Marquette Asset Management
Minnesota
$194K
KFS
1581
Kelly Financial Services
Massachusetts
$189K
SIAS
1582
Shine Investment Advisory Services
Colorado
$176K -$7.04K -21 -4%
MDCM
1583
Morgan Dempsey Capital Management
Wisconsin
$164K -$109K -326 -42%
HFA
1584
HC Financial Advisors
California
$159K -$20.1K -60 -12%
TSW
1585
Thompson Siegel & Walmsley
Virginia
$159K
IGGA
1586
Iron Gate Global Advisors
Utah
$159K +$146K +437 New
PFGIA
1587
Patriot Financial Group Insurance Agency
Massachusetts
$152K -$26.8K -80 -16%
HWA
1588
HHM Wealth Advisors
Tennessee
$149K
AWM
1589
Atticus Wealth Management
Florida
$149K +$137K +408 +10,200%
CWM
1590
Campbell Wealth Management
Virginia
$140K +$129K +385 New
IBOK
1591
Independence Bank of Kentucky
Kentucky
$139K -$8.38K -25 -6%
BCM
1592
Birch Capital Management
Texas
$138K
PCTC
1593
Perkins Coie Trust Company
Washington
$137K
FCA
1594
FinTrust Capital Advisors
South Carolina
$134K -$19.4K -58 -14%
ACA
1595
Atlas Capital Advisors
Wyoming
$132K
HDIM
1596
Hanson & Doremus Investment Management
Vermont
$127K
BSAM
1597
Blue Square Asset Management
New York
$126K +$116K +347 New
1IA
1598
1834 Investment Advisors
Wisconsin
$124K
BFIM
1599
Beese Fulmer Investment Management
Ohio
$121K +$112K +335 New
TL
1600
TrueWealth LLC
Georgia
$117K -$5.7K -17 -5%

TMO Hedge Fund Activity: Q2 2020 in Review

1,748 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q2 2020, worth a combined $128B — up 28% from $99.8B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new TMO positions and 90 closed out — a net gain of 89 holders — while 617 added to existing stakes and 707 trimmed.

The largest buyer was BlackRock, adding an estimated $647M. The largest seller was T. Rowe Price Associates, cutting an estimated $629M.

  • 1,748 institutional investors held Thermo Fisher Scientific (TMO) as of Q2 2020, up from 1,674 in Q1 2020.
  • Funds reported $128B of Thermo Fisher Scientific stock for Q2 2020, up 28% quarter-over-quarter.
  • 179 funds opened new Thermo Fisher Scientific positions in Q2 2020 and 90 closed out, a net change of +89 holders.
  • The largest Thermo Fisher Scientific buyer in Q2 2020 was BlackRock, an estimated $647M added.
  • The largest Thermo Fisher Scientific seller in Q2 2020 was T. Rowe Price Associates, an estimated $629M sold.

Based on aggregated 13F filings for Q2 2020.