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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
CA
1701
Crewe Advisors
Utah
$141K +$34.3K +83 +35%
CDIA
1702
Capital Directions Investment Advisors
Georgia
$140K
PMFA
1703
Plante Moran Financial Advisors
Michigan
$137K +$7.44K +18 +6%
CFG
1704
Capstone Financial Group
Oklahoma
$134K
HCM
1705
Horrell Capital Management
Arkansas
$132K
USGIU
1706
U.S. Global Investors (USGI)
Texas
$132K +$124K +300 New
FMII
1707
Farmers & Merchants Investments Inc
Nebraska
$130K
MWP
1708
Meridian Wealth Partners
Pennsylvania
$122K +$413 +1 +0.4%
BWA
1709
Burt Wealth Advisors
Maryland
$121K
AF
1710
Allworth Financial
California
$117K
CMBA
1711
C.M. Bidwell & Associates
Hawaii
$112K +$105K +253 New
CT
1712
Caldwell Trust
Florida
$110K
BAMG
1713
Brand Asset Management Group
Missouri
$108K
WPA
1714
West Paces Advisors
Georgia
$108K -$9.09K -22 -8%
WC
1715
Wexford Capital
Florida
$105K +$97.9K +237 New
TVWM
1716
Tower View Wealth Management
Wisconsin
$104K -$6.2K -15 -6%
GAM
1717
Gemmer Asset Management
California
$103K
BHWM
1718
Bay Harbor Wealth Management
Maryland
$103K +$38.8K +94 +68%
SAM
1719
S.A. Mason
Michigan
$102K -$826 -2 -0.9%
HCM
1720
Highlander Capital Management
New Jersey
$102K
EWA
1721
Evolution Wealth Advisors
Florida
$100K -$4.54K -11 -5%
SQA
1722
Simon Quick Advisors
New Jersey
$98K +$3.31K +8 +4%
NIC
1723
Northwest Investment Counselors
Oregon
$93K +$87.2K +211 New
Millennium Management
1724
Millennium Management
New York
$88.1K +$42.7M +103,406 +108%
CT
1725
Clearstead Trust
Maine
$88K

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.