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Thermo Fisher Scientific
TMO

1,678 hedge funds and large institutions have $116B invested in Thermo Fisher Scientific in 2019 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 538 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 62

11% more capital invested

Capital invested by funds: $105B → $116B (+$11.3B)

9% more funds holding

Funds holding: 1,543 → 1,678 (+135)

6% more funds holding in top 10

Funds holding in top 10: 133 → 141 (+8)

0.65% less ownership

Funds ownership: 89.74% → 89.09% (-0.65%)

14% less call options, than puts

Call options by funds: $386M | Put options by funds: $451M

20% less repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 671

Holders
1,678
Holders Change
+135
Holders Change %
+8.75%
% of All Funds
33.06%
Holding in Top 10
141
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.02%
% of All Funds
2.78%
New
220
Increased
538
Reduced
671
Closed
62
Calls
$386M
Puts
$451M
Net Calls
-$65.2M
Net Calls Change
-$117M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$392M
2
FCM
Farallon Capital Management
California
+$259M
3
ECU
Egerton Capital (UK)
United Kingdom
+$188M
4
Korea Investment Corp
Korea Investment Corp
South Korea
+$148M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$117M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$234M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$212M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$155M
4
Capital International Investors
Capital International Investors
California
-$139M
5
EC
Eminence Capital
New York
-$138M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1651
Edge Wealth Management
New York
$12K +$9.1K +30 +429%
HWM
1652
Howard Wealth Management
Connecticut
$12K +$12.1K +40 New
SIS
1653
Sound Income Strategies
Florida
$11K – – –
WCM
1654
Wealthcare Capital Management
Virginia
$11K +$10K +33 New
DAM
1655
Delta Asset Management
Tennessee
$10K – – –
GTAM
1656
Global Trust Asset Management
Florida
$10K – – –
LF
1657
Lee Financial
Texas
$9K – – –
NSB
1658
Norway Savings Bank
Maine
$9K – – –
CMA
1659
Cedar Mountain Advisors
Oregon
$9K +$8.19K +27 New
NDSI
1660
Newman Dignan & Sheerar Inc
Rhode Island
$8.88K -$9.1K -30 -1%
MCM
1661
MV Capital Management
Maryland
$7K – – –
TI
1662
Truehand Inc
New Hampshire
$7K – – –
1NWS
1663
1 North Wealth Services
Maryland
$6K – – –
BCM
1664
Bourgeon Capital Management
Connecticut
$6K – – –
SFA
1665
Semmax Financial Advisors
North Carolina
$6K – – –
LWM
1666
Lenox Wealth Management
Ohio
$5K – – –
FCH
1667
Freestone Capital Holdings
Washington
$4.72K +$711K +2,344 +19%
LFG
1668
Larson Financial Group
Missouri
$4K +$3.33K +11 New
CCA
1669
Column Capital Advisors
Indiana
$4K +$3.94K +13 New
SMFS
1670
Squar Milner Financial Services
California
$4K +$4.55K +15 New
PGAM
1671
Princeton Global Asset Management
New Jersey
$3.46K +$243K +802 +8%
PCFFS
1672
Pacific Center for Financial Services
California
$2K – – –
PWP
1673
Personal Wealth Partners
Minnesota
$2K – – –
AWM
1674
Atticus Wealth Management
Florida
$2K +$1.82K +6 New
AA
1675
Argent Advisors
Louisiana
$1K +$1.52K +5 New
65 66
67
68 69

TMO Hedge Fund Activity: Q4 2019 in Review

1,678 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2019, worth a combined $116B — up 11% from $105B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new TMO positions and 62 closed out — a net gain of 158 holders — while 538 added to existing stakes and 671 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $392M. The largest seller was T. Rowe Price Associates, cutting an estimated $234M.

  • 1,678 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2019, up from 1,543 in Q3 2019.
  • Funds reported $116B of Thermo Fisher Scientific stock for Q4 2019, up 11% quarter-over-quarter.
  • 220 funds opened new Thermo Fisher Scientific positions in Q4 2019 and 62 closed out, a net change of +158 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2019 was Morgan Stanley, an estimated $392M added.
  • The largest Thermo Fisher Scientific seller in Q4 2019 was T. Rowe Price Associates, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2019.