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Thermo Fisher Scientific

2,129 hedge funds and large institutions have $197B invested in Thermo Fisher Scientific in 2021 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 800 increasing their positions, 809 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 80

39% more funds holding in top 10

Funds holding in top 10: 155215 (+60)

14% more capital invested

Capital invested by funds: $173B → $197B (+$24.2B)

3% more funds holding

Funds holding: 2,0752,129 (+54)

0.43% more ownership

Funds ownership: 87.41%87.84% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 809

24% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.05B

Holders
2,129
Holders Change
+54
Holders Change %
+2.6%
% of All Funds
37.27%
Holding in Top 10
215
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.71%
% of All Funds
3.76%
New
163
Increased
800
Reduced
809
Closed
80
Calls
$1.56B
Puts
$2.05B
Net Calls
-$492M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
ER
1751
Enlightenment Research
Florida
$343K +$329K +600 New
S
1752
SimplyRich
California
$342K +$11K +20 +3%
COCM
1753
Charter Oak Capital Management
New Hampshire
$341K -$13.7K -25 -4%
FOA
1754
Five Oceans Advisors
California
$341K +$327K +596 New
HI
1755
Hudock Inc
Pennsylvania
$340K
PPWM
1756
PFG Private Wealth Management
Florida
$339K +$6.04K +11 +2%
SGI
1757
Summit Global Investments
Utah
$338K +$2.19K +4 +0.7%
FWP
1758
FAS Wealth Partners
Kansas
$337K +$42.3K +77 +15%
MSS
1759
Mitchell Sinkler & Starr
Pennsylvania
$337K +$84K +153 +35%
CRC
1760
Curi RMB Capital
Illinois
$336K +$58.2K +106 +22%
MIM
1761
Moseley Investment Management
Florida
$335K
TW
1762
TrinityPoint Wealth
Connecticut
$334K +$27.4K +50 +9%
PFBT
1763
Parkside Financial Bank & Trust
Missouri
$333K +$18.7K +34 +6%
IWA
1764
IVC Wealth Advisors
Pennsylvania
$329K -$110K -200 -26%
PP
1765
Professional Planning
California
$327K
PP
1766
Patten & Patten
Tennessee
$327K +$9.33K +17 +3%
IP
1767
Isthmus Partners
Wisconsin
$326K
V
1768
VeraBank
Texas
$326K +$55.4K +101 +22%
SHWM
1769
Smith & Howard Wealth Management
Georgia
$325K +$312K +568 New
RCG
1770
Rock Creek Group
District of Columbia
$324K -$158K -288 -34%
FMW
1771
Farr Miller & Washington
District of Columbia
$324K
MAWCM
1772
Mine & Arao Wealth Creation & Management
California
$321K
PAM
1773
Private Asset Management
California
$318K
HFAS
1774
Hummer Financial Advisory Services
Illinois
$317K
AAM
1775
Autus Asset Management
Arizona
$315K

TMO Hedge Fund Activity: Q3 2021 in Review

2,129 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2021, worth a combined $197B — up 14% from $173B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TMO positions and 80 closed out — a net gain of 83 holders — while 800 added to existing stakes and 809 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $517M.

  • 2,129 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2021, up from 2,075 in Q2 2021.
  • Funds reported $197B of Thermo Fisher Scientific stock for Q3 2021, up 14% quarter-over-quarter.
  • 163 funds opened new Thermo Fisher Scientific positions in Q3 2021 and 80 closed out, a net change of +83 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2021 was Fidelity Investments, an estimated $703M added.
  • The largest Thermo Fisher Scientific seller in Q3 2021 was Wellington Management Group, an estimated $517M sold.

Based on aggregated 13F filings for Q3 2021.