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Thermo Fisher Scientific

2,042 hedge funds and large institutions have $157B invested in Thermo Fisher Scientific in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 836 increasing their positions, 766 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $878M

26% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 113

9% more repeat investments, than reductions

Existing positions increased: 836 | Existing positions reduced: 766

1% more funds holding

Funds holding: 2,0312,042 (+11)

0.56% less ownership

Funds ownership: 88.17%87.61% (-0.56%)

4% less capital invested

Capital invested by funds: $164B → $157B (-$7.13B)

19% less funds holding in top 10

Funds holding in top 10: 184149 (-35)

Holders
2,042
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
35.85%
Holding in Top 10
149
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-19.02%
% of All Funds
2.62%
New
142
Increased
836
Reduced
766
Closed
113
Calls
$1.21B
Puts
$878M
Net Calls
+$327M
Net Calls Change
+$557M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1926
Liberty Wealth Management
California
$71K
GWSG
1927
GPS Wealth Strategies Group
Colorado
$71K +$74.5K +156 New
JMF
1928
Johnson Midwest Financial
Iowa
$69K
OIS
1929
Okabena Investment Services
Minnesota
$68K
CAC
1930
Certified Advisory Corp
Florida
$67K +$69.7K +146 New
Nisa Investment Advisors
1931
Nisa Investment Advisors
Missouri
$66.8K -$2.75M -5,756 -4%
AIG
1932
American International Group
New York
$66.6K -$918K -1,923 -1%
RWG
1933
Regal Wealth Group
California
$61K
FCM
1934
Firestone Capital Management
Florida
$57K
GFPC
1935
Global Financial Private Client
Florida
$56.6K
TFS
1936
TrustCore Financial Services
Tennessee
$55K -$21.5K -45 -27%
CCM
1937
Cribstone Capital Management
Maine
$55K
IWP
1938
IAG Wealth Partners
Wisconsin
$54K
AWM
1939
Avondale Wealth Management
Texas
$53K
BWL
1940
Bogart Wealth LLC
Virginia
$53K
CWA
1941
Clearview Wealth Advisors
Oregon
$53K
WCM
1942
Wealthcare Capital Management
Virginia
$52K +$54.9K +115 New
AA
1943
AlphaCentric Advisors
Puerto Rico
$51K -$1.91K -4 -3%
NCM
1944
New Capital Management
Texas
$51K
CL
1945
COWA LLC
Oklahoma
$51K +$4.77K +10 +10%
SFPG
1946
Stonebridge Financial Planning Group
Florida
$48K
BC
1947
Burleson & Co
California
$48K +$50.6K +106 New
BWM
1948
BerganKDV Wealth Management
Minnesota
$47K -$8.11K -17 -14%
WWM
1949
Wolff Wiese Magana
California
$46K -$955 -2 -2%
ANBT
1950
American National Bank & Trust
Texas
$46K

TMO Hedge Fund Activity: Q1 2021 in Review

2,042 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2021, worth a combined $157B — down 4.3% from $164B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new TMO positions and 113 closed out — a net gain of 29 holders — while 836 added to existing stakes and 766 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $374M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 2,042 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2021, up from 2,031 in Q4 2020.
  • Funds reported $157B of Thermo Fisher Scientific stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 142 funds opened new Thermo Fisher Scientific positions in Q1 2021 and 113 closed out, a net change of +29 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2021 was Viking Global Investors, an estimated $374M added.
  • The largest Thermo Fisher Scientific seller in Q1 2021 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2021.