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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
PWMG
1751
Prestige Wealth Management Group
New Jersey
$69K
OIS
1752
Okabena Investment Services
Minnesota
$66K
LWM
1753
Liberty Wealth Management
California
$64K -$7.44K -18 -11%
JWM
1754
Janiczek Wealth Management
Colorado
$60K +$8.68K +21 +18%
RWG
1755
Regal Wealth Group
California
$59K
PW
1756
Price Wealth
Texas
$57K +$12K +29 +29%
FCM
1757
Firestone Capital Management
Florida
$55K -$28.9K -70 -36%
JWM
1758
Jeppson Wealth Management
California
$55K +$51.2K +124 New
CCM
1759
Cribstone Capital Management
Maine
$53K
AWM
1760
Avondale Wealth Management
Texas
$52K
IWP
1761
IAG Wealth Partners
Wisconsin
$52K
GFPC
1762
Global Financial Private Client
Florida
$51.7K
BWL
1763
Bogart Wealth LLC
Virginia
$51K
BWM
1764
Baystate Wealth Management
Massachusetts
$50K -$2.89K -7 -6%
NCM
1765
New Capital Management
Texas
$50K
PFO
1766
Pathstone Family Office
New Jersey
$50K
SFPG
1767
Stonebridge Financial Planning Group
Florida
$47K
AA
1768
Advisory Alpha
Michigan
$47K +$43K +104 New
AWM
1769
Adams Wealth Management
Utah
$47K +$43.8K +106 New
ANBT
1770
American National Bank & Trust
Texas
$44K
FEG
1771
Financial Enhancement Group
Indiana
$44K
SFFS
1772
Stonehage Fleming Financial Services
Jersey
$44K
LAS
1773
Lloyd Advisory Services
Georgia
$43K -$2.48K -6 -6%
BAM
1774
Bellevue Asset Management
Washington
$43K
PG
1775
Proffitt & Goodson
Tennessee
$43K

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.