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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
WLPWM
1801
Walled Lake Planning & Wealth Management
Illinois
$24K +$18.6K +45 +450%
LFG
1802
Larson Financial Group
Missouri
$23K -$826 -2 -4%
SWM
1803
Sugarloaf Wealth Management
Georgia
$23K
CFD
1804
Creative Financial Designs
Indiana
$22K
TC
1805
Trust Company
Kansas
$22K
CFN
1806
Cordasco Financial Network
Florida
$22K +$16.5K +40 +400%
SXL
1807
Summit X LLC
Missouri
$21.6K +$23.5K +57 +2%
CWM
1808
Cranbrook Wealth Management
Michigan
$20K
PFWA
1809
Paces Ferry Wealth Advisors
Georgia
$20K +$19K +46 New
PO
1810
Private Ocean
California
$19K
VNA
1811
Valley National Advisers
Pennsylvania
$19K
MF
1812
Manchester Financial
California
$18K
NC
1813
NewSquare Capital
Pennsylvania
$18K
HWM
1814
HighMark Wealth Management
Minnesota
$18K +$1.24K +3 +8%
Kayne Anderson Rudnick Investment Management
1815
Kayne Anderson Rudnick Investment Management
California
$17K
EIP
1816
Ellis Investment Partners
Pennsylvania
$17K +$10.3K +25 +179%
SIS
1817
Sound Income Strategies
Florida
$16K
TFS
1818
TrustCore Financial Services
Tennessee
$15K -$13.2K -32 -49%
CHC
1819
City Holding Co
West Virginia
$15K
RWML
1820
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.2K
EWM
1821
Edge Wealth Management
New York
$13K -$2.89K -7 -19%
GTAM
1822
Global Trust Asset Management
Florida
$13K
SL
1823
Savior LLC
Massachusetts
$13K
HF
1824
Halpern Financial
Virginia
$11.5K +$10.7K +26 New
APWA
1825
Atlas Private Wealth Advisors
New Jersey
$11K

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.