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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
WHG
1876
Westwood Holdings Group
Texas
$423K
EAM
1877
Evanson Asset Management
California
$422K
TWA
1878
Tandem Wealth Advisors
Arizona
$422K
AWA
1879
Arete Wealth Advisors
Illinois
$422K +$84.7K +175 +28%
AGC
1880
Aspen Grove Capital
Colorado
$421K -$80.3K -166 -17%
TCOT
1881
Trust Company of Toledo
Ohio
$418K -$7.75K -16 -2%
MS
1882
Madden Securities
Texas
$418K
SC
1883
Summa Corp
Texas
$418K +$381K +787 New
WKWM
1884
Walter & Keenan Wealth Management
Indiana
$417K -$4.36K -9 -1%
MFG
1885
Menard Financial Group
Texas
$417K
RPCONE
1886
Retirement Planning Company of New England
Rhode Island
$416K +$121K +251 +47%
CWS
1887
Cypress Wealth Services
California
$416K
CFO
1888
Callan Family Office
Pennsylvania
$416K +$47K +97 +14%
OA
1889
Oxbow Advisors
Texas
$416K
D
1890
Diversified
Delaware
$415K +$15.5K +32 +4%
SCM
1891
Schnieders Capital Management
California
$413K
AR
1892
Apeiron RIA
Texas
$413K +$51.8K +107 +16%
ZIMP
1893
Zimmermann Investment Management & Planning
Pennsylvania
$412K -$63.9K -132 -15%
1W
1894
1776 Wealth
Georgia
$411K
BFC
1895
Blue Fin Capital
Rhode Island
$411K
FWP
1896
FAS Wealth Partners
Kansas
$410K +$11.6K +24 +3%
9WM
1897
9258 Wealth Management
Ohio
$409K +$484 +1 +0.1%
CNFG
1898
Creegan & Nassoura Financial Group
New Hampshire
$407K
CCP
1899
Clarkston Capital Partners
Michigan
$407K
NSB
1900
Norway Savings Bank
Maine
$404K +$7.26K +15 +2%

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.