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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
OW
1701
Olistico Wealth
Oklahoma
$626K
NCFG
1702
New Century Financial Group
New Jersey
$625K +$570K +1,178 New
TSW
1703
Three Seasons Wealth
Utah
$625K +$120K +248 +27%
CI
1704
CX Institutional
Indiana
$625K +$107K +222 +23%
SMA
1705
Sage Mountain Advisors
Georgia
$624K -$83.3K -172 -13%
ISL
1706
Ingalls & Snyder LLC
New York
$622K -$126K -260 -18%
BOPW
1707
Brandywine Oak Private Wealth
Pennsylvania
$621K
EFSCE
1708
Enterprise Financial Services Corp (EFSC)
Missouri
$619K -$17.9K -37 -3%
FI
1709
Financial Insights
Washington
$619K +$38.7K +80 +7%
SCI
1710
Stableford Capital II
Arizona
$619K +$548K +1,133 New
WAP
1711
Wealthcare Advisory Partners
Pennsylvania
$617K -$34.9K -72 -6%
HCM
1712
Highview Capital Management
Illinois
$613K -$1.26M -2,612 -69%
GCA
1713
Greenwood Capital Associates
South Carolina
$611K -$6.39M -13,207 -92%
FCA
1714
FinTrust Capital Advisors
South Carolina
$609K -$102K -211 -16%
EFMC
1715
Empire Financial Management Company
New York
$608K +$48.9K +101 +10%
WTA
1716
Washington Trust Advisors
Massachusetts
$606K -$36.8K -76 -6%
GWM
1717
GSB Wealth Management
Connecticut
$604K
SB
1718
Strategic Blueprint
Georgia
$602K +$5.32K +11 +1%
HFM
1719
Hartford Funds Management
Pennsylvania
$601K +$22.3K +46 +4%
HBT
1720
Heartland Bank & Trust
Illinois
$601K +$31K +64 +6%
JWM
1721
Jessup Wealth Management
Ohio
$597K -$425K -879 -44%
DTC
1722
Davidson Trust Company
Washington
$596K +$52.8K +109 +11%
FIA
1723
Foundations Investment Advisors
Arizona
$591K +$9.68K +20 +2%
IGGA
1724
Iron Gate Global Advisors
Utah
$589K -$155K -320 -22%
OWP
1725
Obermeyer Wealth Partners
Colorado
$588K -$232K -479 -30%

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.