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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
PFO
1601
Pathstone Family Office
New Jersey
$32K +$315 +1 +0.9%
SFPG
1602
Stonebridge Financial Planning Group
Florida
$31K
LAS
1603
Lloyd Advisory Services
Georgia
$30K -$9.78K -31 -23%
MSFP
1604
Mark Sheptoff Financial Planning
Connecticut
$30K
ANBT
1605
American National Bank & Trust
Texas
$28K
SFFS
1606
Stonehage Fleming Financial Services
Jersey
$28K +$31.5K +100 New
CP
1607
Corbenic Partners
Pennsylvania
$27K
LWANC
1608
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K +$15.1K +48 +104%
FGAM
1609
Financial Gravity Asset Management
Texas
$26.9K -$12.6K -40 -30%
KTC
1610
Kistler-Tiffany Companies
Pennsylvania
$26K
PMFA
1611
Plante Moran Financial Advisors
Michigan
$25K -$5.36K -17 -16%
MLL
1612
Moody Lynn & Lieberson
Massachusetts
$24.8K +$3.18M +10,070 +13%
JWM
1613
Janiczek Wealth Management
Colorado
$24K
AW
1614
Avion Wealth
Texas
$24K +$26.5K +84 New
ACM
1615
AUA Capital Management
Pennsylvania
$23K
CAC
1616
Certified Advisory Corp
Florida
$23K
LFG
1617
LifePlan Financial Group
Ohio
$23K
JFA
1618
JNBA Financial Advisors
Minnesota
$22K
BWM
1619
BerganKDV Wealth Management
Minnesota
$22K +$1.26K +4 +5%
FP
1620
Financial Perspectives
Minnesota
$21.3K
FMTCOCP
1621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K -$39.7K -126 -63%
SC
1622
Steph & Co
Wisconsin
$20K
LSA
1623
Lion Street Advisors
Texas
$20K +$22.4K +71 New
CHA
1624
Carmichael Hill & Associates
Maryland
$19K
WCG
1625
Weaver Consulting Group
California
$19K +$3.15K +10 +18%

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.