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Thermo Fisher Scientific

2,129 hedge funds and large institutions have $197B invested in Thermo Fisher Scientific in 2021 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 800 increasing their positions, 809 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 80

39% more funds holding in top 10

Funds holding in top 10: 155215 (+60)

14% more capital invested

Capital invested by funds: $173B → $197B (+$24.2B)

3% more funds holding

Funds holding: 2,0752,129 (+54)

0.43% more ownership

Funds ownership: 87.41%87.84% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 809

24% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.05B

Holders
2,129
Holders Change
+54
Holders Change %
+2.6%
% of All Funds
37.27%
Holding in Top 10
215
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.71%
% of All Funds
3.76%
New
163
Increased
800
Reduced
809
Closed
80
Calls
$1.56B
Puts
$2.05B
Net Calls
-$492M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1651
Systematic Alpha Investments
New Jersey
$441K
OWA
1652
Opal Wealth Advisors
New York
$440K -$2.74K -5 -0.6%
HIM
1653
Harbour Investment Management
Washington
$439K -$82.3K -150 -16%
WP
1654
WealthPLAN Partners
Nebraska
$439K +$12.1K +22 +3%
CNFG
1655
Creegan & Nassoura Financial Group
New Hampshire
$438K -$82.3K -150 -16%
AA
1656
Ancora Advisors
Ohio
$438K +$52.1K +95 +14%
PCG
1657
Private Capital Group
Connecticut
$437K -$18.1K -33 -4%
LA
1658
LexAurum Advisors
Kansas
$435K +$4.39K +8 +1%
Cohen & Steers
1659
Cohen & Steers
New York
$434K
VCM
1660
Versant Capital Management
Arizona
$433K +$4.39K +8 +1%
MCM
1661
Maryland Capital Management
Maryland
$432K -$13.7K -25 -3%
KFGK
1662
Keystone Financial Group (Kentucky)
Kentucky
$431K -$1.65K -3 -0.4%
ICP
1663
Interchange Capital Partners
Pennsylvania
$431K -$1.1K -2 -0.3%
JAG
1664
Journey Advisory Group
Kentucky
$431K +$19.2K +35 +5%
DAM
1665
Diamant Asset Management
Connecticut
$431K +$414K +755 New
SGCA
1666
Steel Grove Capital Advisors
Tennessee
$431K +$414K +755 New
KOC
1667
Koss-Olinger Consulting
Florida
$430K -$26.3K -48 -6%
MA
1668
MCF Advisors
Kentucky
$429K +$141K +257 +52%
SLA
1669
Silver Lake Advisory
Utah
$428K +$16.5K +30 +4%
SCM
1670
Southport Capital Management
Tennessee
$427K -$1.93M -3,511 -82%
CIM
1671
Contravisory Investment Management
Massachusetts
$427K +$14.3K +26 +4%
JF
1672
JSF Financial
California
$426K +$409K +746 New
FMTC
1673
Farmers & Merchants Trust Company
California
$425K
CST
1674
Charles Schwab Trust
Nevada
$425K +$24.7K +45 +6%
JC
1675
Jacobs & Co
California
$421K

TMO Hedge Fund Activity: Q3 2021 in Review

2,129 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2021, worth a combined $197B — up 14% from $173B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TMO positions and 80 closed out — a net gain of 83 holders — while 800 added to existing stakes and 809 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $517M.

  • 2,129 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2021, up from 2,075 in Q2 2021.
  • Funds reported $197B of Thermo Fisher Scientific stock for Q3 2021, up 14% quarter-over-quarter.
  • 163 funds opened new Thermo Fisher Scientific positions in Q3 2021 and 80 closed out, a net change of +83 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2021 was Fidelity Investments, an estimated $703M added.
  • The largest Thermo Fisher Scientific seller in Q3 2021 was Wellington Management Group, an estimated $517M sold.

Based on aggregated 13F filings for Q3 2021.