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Thermo Fisher Scientific

1,848 hedge funds and large institutions have $156B invested in Thermo Fisher Scientific in 2020 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 628 increasing their positions, 775 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 56

22% more capital invested

Capital invested by funds: $128B → $156B (+$27.5B)

21% more funds holding in top 10

Funds holding in top 10: 163198 (+35)

6% more funds holding

Funds holding: 1,7491,848 (+99)

0.32% less ownership

Funds ownership: 89.48%89.16% (-0.32%)

18% less call options, than puts

Call options by funds: $613M | Put options by funds: $747M

19% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 775

Holders
1,848
Holders Change
+99
Holders Change %
+5.66%
% of All Funds
37.28%
Holding in Top 10
198
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.47%
% of All Funds
3.99%
New
171
Increased
628
Reduced
775
Closed
56
Calls
$613M
Puts
$747M
Net Calls
-$134M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1676
IFG Advisory
Georgia
$210K +$197K +476 New
WWM
1677
Windsor Wealth Management
Indiana
$208K +$178K +431 New
DJSG
1678
D.J. St. Germain
Massachusetts
$208K +$195K +471 New
MPW
1679
Monterey Private Wealth
California
$208K +$195K +471 New
SHWM
1680
Smith & Howard Wealth Management
Georgia
$205K +$192K +465 New
CAM
1681
CenterStar Asset Management
Illinois
$204K
BJ
1682
Brouwer & Janachowski
California
$200K +$187K +453 New
RTC
1683
Riverview Trust Company
Washington
$196K -$243K -589 -57%
TSW
1684
Thompson Siegel & Walmsley
Virginia
$194K
SAS
1685
Stelac Advisory Services
New York
$181K +$169K +409 New
MDCM
1686
Morgan Dempsey Capital Management
Wisconsin
$180K -$17.8K -43 -10%
TFM
1687
TFC Financial Management
Massachusetts
$177K +$166K +401 New
HFA
1688
HC Financial Advisors
California
$173K -$19.4K -47 -11%
HWA
1689
HHM Wealth Advisors
Tennessee
$171K -$9.91K -24 -6%
IBOK
1690
Independence Bank of Kentucky
Kentucky
$170K
PS
1691
Planned Solutions
California
$169K +$158K +382 New
IFAM
1692
Institutional & Family Asset Management
Colorado
$164K +$81.8K +198 +114%
BCM
1693
Birch Capital Management
Texas
$157K -$10.3K -25 -7%
HDIM
1694
Hanson & Doremus Investment Management
Vermont
$155K
1IA
1695
1834 Investment Advisors
Wisconsin
$151K
HWM
1696
Holloway Wealth Management
Florida
$148K
APC
1697
Aspire Private Capital
North Carolina
$148K +$17.8K +43 +15%
ATWA
1698
Arbor Trust Wealth Advisors
Michigan
$148K +$138K +335 New
BBL
1699
Beck Bode LLC
Massachusetts
$148K +$139K +336 New
PCTC
1700
Perkins Coie Trust Company
Washington
$144K -$21.1K -51 -14%

TMO Hedge Fund Activity: Q3 2020 in Review

1,848 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2020, worth a combined $156B — up 22% from $128B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new TMO positions and 56 closed out — a net gain of 115 holders — while 628 added to existing stakes and 775 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $295M. The largest seller was Massachusetts Financial Services, cutting an estimated $281M.

  • 1,848 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2020, up from 1,749 in Q2 2020.
  • Funds reported $156B of Thermo Fisher Scientific stock for Q3 2020, up 22% quarter-over-quarter.
  • 171 funds opened new Thermo Fisher Scientific positions in Q3 2020 and 56 closed out, a net change of +115 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2020 was Fidelity Investments, an estimated $295M added.
  • The largest Thermo Fisher Scientific seller in Q3 2020 was Massachusetts Financial Services, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2020.