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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
VV
1676
Verity & Verity
South Carolina
$647K -$2.42K -5 -0.4%
AA
1677
Ancora Advisors
Ohio
$647K +$55.7K +115 +10%
ACM
1678
Arcataur Capital Management
Wisconsin
$647K -$3.39K -7 -0.6%
AW
1679
Avion Wealth
Texas
$646K -$58.1K -120 -9%
Capstone Investment Advisors
1680
Capstone Investment Advisors
New York
$645K -$9.03M -18,662 -94%
DE
1681
Day & Ennis
Georgia
$645K
1WA
1682
180 Wealth Advisors
Washington
$644K -$1.43M -2,945 -71%
RZH
1683
Relyea Zuckerberg Hanson
Connecticut
$643K +$93.9K +194 +19%
KIG
1684
Kennedy Investment Group
New Jersey
$643K -$1.5M -3,104 -72%
MW
1685
Marcum Wealth
Ohio
$641K -$31.5K -65 -5%
WP
1686
WealthSource Partners
California
$640K -$13.1K -27 -2%
Eagle Capital Management (New York)
1687
Eagle Capital Management (New York)
New York
$638K
MCM
1688
Marathon Capital Management
Maryland
$637K
PCP
1689
Proficio Capital Partners
Massachusetts
$637K -$36.3K -75 -6%
CFG
1690
Carr Financial Group
Massachusetts
$636K
FLII
1691
First Long Island Investors
New York
$635K -$4.84M -10,000 -89%
MPPLM
1692
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$635K +$26.6K +55 +5%
OSNBOA
1693
Old Second National Bank of Aurora
Illinois
$634K -$47K -97 -8%
WAAG
1694
Wealth Alliance Advisory Group
Kansas
$634K
HT
1695
Heritage Trust
Oklahoma
$632K
RWM
1696
Rockline Wealth Management
New York
$632K +$576K +1,191 New
RA
1697
Ruggaard & Associates
Ohio
$632K +$20.8K +43 +4%
EWM
1698
Elevatus Welath Management
New York
$629K +$8.71K +18 +2%
CAL
1699
Capital Advisors Ltd
Ohio
$628K -$3.87K -8 -0.7%
IFWM
1700
Institute for Wealth Management
Colorado
$627K

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.