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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
KFS
1826
Kaizen Financial Strategies
California
$462K -$96.3K -199 -19%
OC
1827
Oarsman Capital
Wisconsin
$461K +$164K +338 +64%
ISWM
1828
Independent Solutions Wealth Management
New York
$461K +$13.6K +28 +3%
HGWM
1829
Horst & Graben Wealth Management
Oregon
$461K +$484 +1 +0.1%
SCM
1830
Steele Capital Management
Iowa
$459K +$419K +865 New
LAS
1831
LWM Advisory Services
Florida
$459K +$172K +355 +70%
SWMP
1832
Signature Wealth Management Partners
New Jersey
$459K -$484 -1 -0.1%
CW
1833
CIC Wealth
Maryland
$454K -$1.94K -4 -0.5%
SWA
1834
SOA Wealth Advisors
New York
$454K -$72.1K -149 -15%
SWC
1835
Spectrum Wealth Counsel
Indiana
$454K +$414K +855 New
AIM
1836
Alhambra Investment Management
Florida
$453K
CCA
1837
Criterion Capital Advisors
Tennessee
$453K +$413K +854 New
MCM
1838
Monument Capital Management
Virginia
$453K +$24.2K +50 +6%
EFP
1839
EnRich Financial Partners
Wisconsin
$452K +$412K +852 New
LMKC
1840
L.M. Kohn & Company
Ohio
$451K +$139K +288 +51%
LG
1841
Lane Generational
Massachusetts
$451K
EM
1842
Excalibur Management
Massachusetts
$450K -$32.9K -68 -7%
ACA
1843
Atlas Capital Advisors
Wyoming
$450K -$24.2K -50 -6%
JHCP
1844
Jackson Hole Capital Partners
Oklahoma
$450K
BC
1845
Burney Company
Virginia
$449K -$29.5K -61 -7%
AWA
1846
Alta Wealth Advisors
Massachusetts
$446K -$16.5K -34 -4%
FW
1847
FirstPurpose Wealth
Utah
$445K +$15K +31 +4%
CT
1848
Caldwell Trust
Florida
$444K -$44K -91 -10%
PWM
1849
PBMares Wealth Management
Virginia
$444K
AI
1850
Accredited Investors
Minnesota
$444K

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.