We are live on ! Find out more
TMO icon

Thermo Fisher Scientific

2,527 hedge funds and large institutions have $196B invested in Thermo Fisher Scientific in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 1,015 increasing their positions, 962 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 121

2% more funds holding

Funds holding: 2,4872,527 (+40)

6% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 962

4% more capital invested

Capital invested by funds: $188B → $196B (+$7.31B)

3.53% less ownership

Funds ownership: 91.82%88.29% (-3.5%)

9% less funds holding in top 10

Funds holding in top 10: 141128 (-13)

20% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.39B

Holders
2,527
Holders Change
+40
Holders Change %
+1.61%
% of All Funds
36.4%
Holding in Top 10
128
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-9.22%
% of All Funds
1.84%
New
192
Increased
1,015
Reduced
962
Closed
121
Calls
$1.1B
Puts
$1.39B
Net Calls
-$283M
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
1701
SC&H Financial Advisors
Maryland
$690K -$89.8K -160 -12%
WAAG
1702
Wealth Alliance Advisory Group
Kansas
$690K -$4.49K -8 -0.7%
VWM
1703
Venturi Wealth Management
Texas
$689K +$49.4K +88 +8%
CAM
1704
Cidel Asset Management
Ontario, Canada
$688K -$83.6K -149 -11%
CCA
1705
Criterion Capital Advisors
Tennessee
$688K +$185K +330 +39%
HT
1706
Heritage Trust
Oklahoma
$686K -$6.17K -11 -0.9%
MCM
1707
Marathon Capital Management
Maryland
$683K -$14K -25 -2%
EFSCE
1708
Enterprise Financial Services Corp (EFSC)
Missouri
$680K +$1.68K +3 +0.3%
ISL
1709
Ingalls & Snyder LLC
New York
$679K -$2.25K -4 -0.3%
1WA
1710
180 Wealth Advisors
Washington
$678K -$10.1K -18 -2%
FI
1711
Financial Insights
Washington
$678K
MW
1712
Marcum Wealth
Ohio
$675K -$25.8K -46 -4%
EW
1713
Evoke Wealth
California
$673K +$649K +1,157 New
CWA
1714
Canvas Wealth Advisors
Kansas
$670K +$85.3K +152 +14%
PSA
1715
Plum Street Advisors
Louisiana
$667K +$605K +1,078 New
HI
1716
Hoey Investments
Pennsylvania
$667K -$187K -334 -23%
NCFG
1717
New Century Financial Group
New Jersey
$667K -$17.4K -31 -3%
BOPW
1718
Brandywine Oak Private Wealth
Pennsylvania
$666K -$13.5K -24 -2%
SCI
1719
Stableford Capital II
Arizona
$660K +$1.12K +2 +0.2%
HL
1720
HeadInvest LLC
Maine
$657K +$70.7K +126 +13%
QWP
1721
Quotient Wealth Partners
Texas
$656K +$104K +186 +20%
BWP
1722
BSW Wealth Partners
Colorado
$654K -$59.5K -106 -9%
HBT
1723
Heartland Bank & Trust
Illinois
$654K -$3.93K -7 -0.6%
AWE
1724
Avidian Wealth Enterprises
Texas
$652K +$284K +506 +82%
DTC
1725
Davidson Trust Company
Washington
$652K

TMO Hedge Fund Activity: Q1 2024 in Review

2,527 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2024, worth a combined $196B — up 3.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new TMO positions and 121 closed out — a net gain of 71 holders — while 1,015 added to existing stakes and 962 trimmed.

The largest buyer was Franklin Resources, adding an estimated $883M. The largest seller was Morgan Stanley, cutting an estimated $7.49B.

  • 2,527 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2024, up from 2,487 in Q4 2023.
  • Funds reported $196B of Thermo Fisher Scientific stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 192 funds opened new Thermo Fisher Scientific positions in Q1 2024 and 121 closed out, a net change of +71 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2024 was Franklin Resources, an estimated $883M added.
  • The largest Thermo Fisher Scientific seller in Q1 2024 was Morgan Stanley, an estimated $7.49B sold.

Based on aggregated 13F filings for Q1 2024.