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Thermo Fisher Scientific

2,343 hedge funds and large institutions have $228B invested in Thermo Fisher Scientific in 2021 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 849 increasing their positions, 822 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 335 | Existing positions closed: 82

16% more capital invested

Capital invested by funds: $197B → $228B (+$31.2B)

13% more funds holding in top 10

Funds holding in top 10: 215243 (+28)

10% more funds holding

Funds holding: 2,1292,343 (+214)

3% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 822

0.16% less ownership

Funds ownership: 87.84%87.67% (-0.16%)

35% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.44B

Holders
2,343
Holders Change
+214
Holders Change %
+10.05%
% of All Funds
36.05%
Holding in Top 10
243
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+13.02%
% of All Funds
3.74%
New
335
Increased
849
Reduced
822
Closed
82
Calls
$1.59B
Puts
$2.44B
Net Calls
-$856M
Net Calls Change
-$364M
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1851
Five Oceans Advisors
California
$408K +$9.99K +16 +3%
RWA
1852
RGT Wealth Advisors
Texas
$407K
CWP
1853
Concord Wealth Partners
Virginia
$407K +$214K +343 +128%
CCP
1854
Carmel Capital Partners
California
$407K +$381K +610 New
PSP
1855
Principal Street Partners
Tennessee
$406K +$56.8K +91 +18%
TH
1856
TCTC Holdings
Texas
$405K +$4.37K +7 +1%
BAMF
1857
BI Asset Management Fondsmaeglerselskab
Denmark
$403K +$377K +604 New
PPWM
1858
Paragon Private Wealth Management
Kentucky
$402K +$376K +603 New
S
1859
SimplyRich
California
$400K
AIL
1860
AGF Investments LLC
Ontario, Canada
$400K +$375K +600 New
ACM
1861
Aquatic Capital Management
Illinois
$400K +$375K +600 New
5L
1862
55I LLC
Massachusetts
$399K -$537K -860 -59%
DJSG
1863
D.J. St. Germain
Massachusetts
$398K +$42.5K +68 +13%
LA
1864
Lifeworks Advisors
Michigan
$398K +$373K +597 New
HIP
1865
HUB Investment Partners
Texas
$396K -$9.99K -16 -3%
COCM
1866
Charter Oak Capital Management
New Hampshire
$396K -$1.87K -3 -0.5%
PS
1867
Planned Solutions
California
$396K +$370K +593 New
MSS
1868
Mitchell Sinkler & Starr
Pennsylvania
$394K
NG
1869
Northstar Group
New York
$388K -$23.7K -38 -6%
CI
1870
CX Institutional
Indiana
$387K +$19.4K +31 +6%
HI
1871
Hudock Inc
Pennsylvania
$385K -$11.2K -18 -3%
MIM
1872
Moseley Investment Management
Florida
$385K -$5K -8 -1%
IWA
1873
IVC Wealth Advisors
Pennsylvania
$384K +$624 +1 +0.2%
SHWM
1874
Smith & Howard Wealth Management
Georgia
$384K +$5K +8 +1%
C
1875
CEDRUS
Colorado
$384K +$359K +575 New

TMO Hedge Fund Activity: Q4 2021 in Review

2,343 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2021, worth a combined $228B — up 16% from $197B a quarter earlier.

Buyers outnumbered sellers: 335 funds opened new TMO positions and 82 closed out — a net gain of 253 holders — while 849 added to existing stakes and 822 trimmed.

The largest buyer was BlackRock, adding an estimated $818M. The largest seller was UBS AM, cutting an estimated $473M.

  • 2,343 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2021, up from 2,129 in Q3 2021.
  • Funds reported $228B of Thermo Fisher Scientific stock for Q4 2021, up 16% quarter-over-quarter.
  • 335 funds opened new Thermo Fisher Scientific positions in Q4 2021 and 82 closed out, a net change of +253 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2021 was BlackRock, an estimated $818M added.
  • The largest Thermo Fisher Scientific seller in Q4 2021 was UBS AM, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2021.