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Thermo Fisher Scientific

2,375 hedge funds and large institutions have $190B invested in Thermo Fisher Scientific in 2022 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 872 increasing their positions, 926 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 79

17% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.58B

8% more capital invested

Capital invested by funds: $176B → $190B (+$13.9B)

5% more funds holding

Funds holding: 2,2672,375 (+108)

0.55% less ownership

Funds ownership: 88.62%88.07% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 926

1% less funds holding in top 10

Funds holding in top 10: 238235 (-3)

Holders
2,375
Holders Change
+108
Holders Change %
+4.76%
% of All Funds
38.17%
Holding in Top 10
235
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.26%
% of All Funds
3.78%
New
236
Increased
872
Reduced
926
Closed
79
Calls
$1.84B
Puts
$1.58B
Net Calls
+$263M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1676
Kozak & Associates
Colorado
$578K
BA
1677
Bluesphere Advisors
Pennsylvania
$578K -$13.2K -25 -2%
FAG
1678
Fortitude Advisory Group
Washington
$577K +$2.12K +4 +0.4%
OCM
1679
Osterweis Capital Management
California
$577K +$32.9K +62 +6%
EWA
1680
Exencial Wealth Advisors
Oklahoma
$576K -$5.71M -10,775 -91%
HGWM
1681
Horst & Graben Wealth Management
Oregon
$574K +$530 +1 +0.1%
ECA
1682
Elevated Capital Advisors
Utah
$572K -$870K -1,642 -61%
TSS
1683
Two Sigma Securities
New York
$572K -$559K -1,054 -50%
UPC
1684
Utah Peaks Capital
Utah
$567K +$546K +1,030 New
IFWM
1685
Institute for Wealth Management
Colorado
$564K +$9.54K +18 +2%
SFO
1686
Stokes Family Office
Louisiana
$562K -$135K -255 -20%
HFS
1687
HBC Financial Services
Washington
$561K
ASBI
1688
American State Bank (Iowa)
Iowa
$561K +$29.1K +55 +6%
DTC
1689
Davidson Trust Company
Washington
$558K
F
1690
F3Logic
Minnesota
$557K -$22.3K -42 -4%
GBS
1691
Gallagher Benefit Services
Illinois
$557K +$536K +1,011 New
JHCP
1692
Jackson Hole Capital Partners
Oklahoma
$556K -$45.6K -86 -8%
GDP
1693
Great Diamond Partners
Maine
$556K -$7.42K -14 -1%
PTC
1694
Provident Trust Company
Wisconsin
$556K
EBA
1695
Eagle Bay Advisors
New York
$553K +$114K +216 +27%
DU
1696
Delphia (USA)
Ontario, Canada
$553K -$245K -462 -32%
CP
1697
Castleview Partners
Texas
$552K +$302K +570 +132%
AA
1698
Alta Advisers
United Kingdom
$551K
PAS
1699
Professional Advisory Services
Florida
$551K
BCFD
1700
Boit C.F. David
$551K

TMO Hedge Fund Activity: Q4 2022 in Review

2,375 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2022, worth a combined $190B — up 7.9% from $176B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new TMO positions and 79 closed out — a net gain of 157 holders — while 872 added to existing stakes and 926 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.16B. The largest seller was Capital Research Global Investors, cutting an estimated $847M.

  • 2,375 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2022, up from 2,267 in Q3 2022.
  • Funds reported $190B of Thermo Fisher Scientific stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 236 funds opened new Thermo Fisher Scientific positions in Q4 2022 and 79 closed out, a net change of +157 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2022 was Polen Capital Management, an estimated $1.16B added.
  • The largest Thermo Fisher Scientific seller in Q4 2022 was Capital Research Global Investors, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2022.