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Thermo Fisher Scientific

2,488 hedge funds and large institutions have $188B invested in Thermo Fisher Scientific in 2023 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 884 increasing their positions, 984 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 132

18% more call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.64B

9% more capital invested

Capital invested by funds: $173B → $188B (+$15.2B)

5% more funds holding

Funds holding: 2,3652,488 (+123)

3.27% more ownership

Funds ownership: 88.54%91.82% (+3.3%)

1% more funds holding in top 10

Funds holding in top 10: 139141 (+2)

10% less repeat investments, than reductions

Existing positions increased: 884 | Existing positions reduced: 984

Holders
2,488
Holders Change
+123
Holders Change %
+5.2%
% of All Funds
36.27%
Holding in Top 10
141
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.44%
% of All Funds
2.06%
New
290
Increased
884
Reduced
984
Closed
132
Calls
$1.92B
Puts
$1.64B
Net Calls
+$287M
Net Calls Change
+$314M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1601
Biltmore Family Office
North Carolina
$783K +$13.1K +27 +2%
HB
1602
HTLF Bank
Colorado
$782K +$713K +1,474 New
FFO
1603
Fiduciary Family Office
Florida
$775K +$707K +1,460 New
TCM
1604
Tributary Capital Management
Nebraska
$767K -$12.1K -25 -2%
OWMIAS
1605
One Wealth Management Investment & Advisory Services
Florida
$762K +$695K +1,436 New
T
1606
TOBAM
France
$761K -$219K -452 -24%
RSC
1607
Red Spruce Capital
Pennsylvania
$759K +$15K +31 +2%
MSR
1608
Main Street Research
Connecticut
$755K +$106K +218 +18%
WFG
1609
Wills Financial Group
Virginia
$752K -$12.1K -25 -2%
CFO
1610
CVA Family Office
Colorado
$748K -$33.4K -69 -5%
NFA
1611
Northern Financial Advisors
Michigan
$747K +$192K +396 +39%
WA
1612
WP Advisors
California
$747K +$10.2K +21 +2%
DIP
1613
DT Investment Partners
Pennsylvania
$746K
KA
1614
Kearns & Associates
California
$743K
AC
1615
AXQ Capital
New Jersey
$743K +$678K +1,400 New
SL
1616
Salomon & Ludwin
Virginia
$743K
OIA
1617
Optimum Investment Advisors
Illinois
$742K -$123K -255 -15%
PCMF
1618
Private Capital Management (Florida)
Florida
$741K
AC
1619
Avestar Capital
New York
$740K +$125K +258 +23%
FFO
1620
Fortitude Family Office
Arizona
$739K +$674K +1,392 New
WPC
1621
Wedmont Private Capital
Pennsylvania
$738K -$155K -320 -19%
AWM
1622
Aviso Wealth Management
Washington
$738K +$673K +1,390 New
IIA
1623
Integral Investment Advisors
California
$737K +$22.3K +46 +3%
CWM
1624
Compass Wealth Management
Connecticut
$735K
PC
1625
Port Capital
Illinois
$728K -$968 -2 -0.1%

TMO Hedge Fund Activity: Q4 2023 in Review

2,488 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2023, worth a combined $188B — up 8.8% from $173B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new TMO positions and 132 closed out — a net gain of 158 holders — while 884 added to existing stakes and 984 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.14B. The largest seller was Massachusetts Financial Services, cutting an estimated $1.08B.

  • 2,488 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2023, up from 2,365 in Q3 2023.
  • Funds reported $188B of Thermo Fisher Scientific stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 290 funds opened new Thermo Fisher Scientific positions in Q4 2023 and 132 closed out, a net change of +158 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2023 was Morgan Stanley, an estimated $6.14B added.
  • The largest Thermo Fisher Scientific seller in Q4 2023 was Massachusetts Financial Services, an estimated $1.08B sold.

Based on aggregated 13F filings for Q4 2023.