We are live on ! Find out more
TMO icon

Thermo Fisher Scientific

2,343 hedge funds and large institutions have $228B invested in Thermo Fisher Scientific in 2021 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 849 increasing their positions, 822 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 335 | Existing positions closed: 82

16% more capital invested

Capital invested by funds: $197B → $228B (+$31.2B)

13% more funds holding in top 10

Funds holding in top 10: 215243 (+28)

10% more funds holding

Funds holding: 2,1292,343 (+214)

3% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 822

0.16% less ownership

Funds ownership: 87.84%87.67% (-0.16%)

35% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.44B

Holders
2,343
Holders Change
+214
Holders Change %
+10.05%
% of All Funds
36.05%
Holding in Top 10
243
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+13.02%
% of All Funds
3.74%
New
335
Increased
849
Reduced
822
Closed
82
Calls
$1.59B
Puts
$2.44B
Net Calls
-$856M
Net Calls Change
-$364M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1701
YorkBridge Wealth Partners
New York
$556K
SWA
1702
SOA Wealth Advisors
New York
$555K
SBIA
1703
Sheaff Brock Investment Advisors
Indiana
$554K +$62.4K +100 +14%
IC
1704
Intersect Capital
California
$554K +$93.7K +150 +22%
BTWM
1705
Baker Tilly Wealth Management
Wisconsin
$552K +$101K +162 +24%
OWA
1706
Opal Wealth Advisors
New York
$550K +$33.7K +54 +7%
CW
1707
Cook Wealth
North Carolina
$550K +$578K +926 New
OCM
1708
One Capital Management
California
$549K +$514K +824 New
1W
1709
1776 Wealth
Georgia
$548K -$94.9K -152 -16%
BFC
1710
Blue Fin Capital
Rhode Island
$547K
TIA
1711
Tiemann Investment Advisors
California
$547K +$12.5K +20 +3%
JAG
1712
Journey Advisory Group
Kentucky
$547K +$41.2K +66 +9%
FBB
1713
Fulton Breakefield Broenniman
Maryland
$547K +$513K +821 New
LA
1714
LVW Advisors
New York
$546K -$332K -532 -39%
IIC
1715
Integrated Investment Consultants
Michigan
$546K -$168K -269 -25%
CCFCSB
1716
Cape Cod Five Cents Savings Bank
Massachusetts
$546K -$71.8K -115 -12%
GFS
1717
GYL Financial Synergies
Connecticut
$545K
AWA
1718
Aaron Wealth Advisors
Illinois
$545K +$86.8K +139 +20%
BCFD
1719
Boit C.F. David
$544K
AAP
1720
Arax Advisory Partners
Colorado
$543K -$1.87K -3 -0.4%
P
1721
&Partners
Tennessee
$542K
PIM
1722
Perpetual Investment Management
Australia
$542K
BFS
1723
Bickling Financial Services
Massachusetts
$542K +$8.74K +14 +2%
RWA
1724
Redhawk Wealth Advisors
Minnesota
$542K +$18.1K +29 +4%
CCM
1725
Colorado Capital Management
Colorado
$541K -$6.87K -11 -1%

TMO Hedge Fund Activity: Q4 2021 in Review

2,343 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2021, worth a combined $228B — up 16% from $197B a quarter earlier.

Buyers outnumbered sellers: 335 funds opened new TMO positions and 82 closed out — a net gain of 253 holders — while 849 added to existing stakes and 822 trimmed.

The largest buyer was BlackRock, adding an estimated $818M. The largest seller was UBS AM, cutting an estimated $473M.

  • 2,343 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2021, up from 2,129 in Q3 2021.
  • Funds reported $228B of Thermo Fisher Scientific stock for Q4 2021, up 16% quarter-over-quarter.
  • 335 funds opened new Thermo Fisher Scientific positions in Q4 2021 and 82 closed out, a net change of +253 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2021 was BlackRock, an estimated $818M added.
  • The largest Thermo Fisher Scientific seller in Q4 2021 was UBS AM, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2021.