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Thermo Fisher Scientific

2,375 hedge funds and large institutions have $190B invested in Thermo Fisher Scientific in 2022 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 872 increasing their positions, 926 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 236 | Existing positions closed: 79

17% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.58B

8% more capital invested

Capital invested by funds: $176B → $190B (+$13.9B)

5% more funds holding

Funds holding: 2,2672,375 (+108)

0.55% less ownership

Funds ownership: 88.62%88.07% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 926

1% less funds holding in top 10

Funds holding in top 10: 238235 (-3)

Holders
2,375
Holders Change
+108
Holders Change %
+4.76%
% of All Funds
38.17%
Holding in Top 10
235
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.26%
% of All Funds
3.78%
New
236
Increased
872
Reduced
926
Closed
79
Calls
$1.84B
Puts
$1.58B
Net Calls
+$263M
Net Calls Change
+$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1926
Wealth Management Associates
New Jersey
$334K +$322K +607 New
CST
1927
Charles Schwab Trust
Nevada
$333K
DBRC
1928
D.B. Root & Company
Pennsylvania
$332K +$14.3K +27 +5%
PP
1929
Patron Partners
Texas
$332K
WE
1930
Wealth Effects
Massachusetts
$331K +$5.3K +10 +2%
RBCM
1931
Raub Brock Capital Management
California
$330K
GWA
1932
GGM Wealth Advisors
Maryland
$330K
RPCONE
1933
Retirement Planning Company of New England
Rhode Island
$329K -$6.36K -12 -2%
CWM
1934
Connecticut Wealth Management
Connecticut
$328K +$316K +596 New
MRWM
1935
ML&R Wealth Management
Texas
$328K -$26.5K -50 -8%
AWM
1936
Atticus Wealth Management
Florida
$328K +$530 +1 +0.2%
HCP
1937
Hexagon Capital Partners
Arkansas
$327K -$58.8K -111 -16%
APW
1938
Austin Private Wealth
Texas
$327K -$2.65K -5 -0.8%
FANJ
1939
Financial Architects (New Jersey)
New Jersey
$326K +$69.9K +132 +29%
FC
1940
Financial Council
Maryland
$325K
FFA
1941
Founders Financial Alliance
North Carolina
$325K -$9.54K -18 -3%
IIA
1942
ICW Investment Advisors
Arizona
$324K +$10.1K +19 +3%
SHJ
1943
Sharkey, Howes & Javer
Colorado
$323K
MHR
1944
Matthew Hamilton Rosenberg
$323K -$3.71K -7 -1%
CCP
1945
Carmel Capital Partners
California
$322K -$10.6K -20 -3%
AWP
1946
Accretive Wealth Partners
New Jersey
$321K +$92.7K +175 +43%
NG
1947
Northstar Group
New York
$321K
PWM
1948
Prentice Wealth Management
New York
$321K +$27K +51 +10%
IWA
1949
IVC Wealth Advisors
Pennsylvania
$320K -$11.7K -22 -4%
KOC
1950
Koss-Olinger Consulting
Florida
$319K -$11.7K -22 -4%

TMO Hedge Fund Activity: Q4 2022 in Review

2,375 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2022, worth a combined $190B — up 7.9% from $176B a quarter earlier.

Buyers outnumbered sellers: 236 funds opened new TMO positions and 79 closed out — a net gain of 157 holders — while 872 added to existing stakes and 926 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.16B. The largest seller was Capital Research Global Investors, cutting an estimated $847M.

  • 2,375 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2022, up from 2,267 in Q3 2022.
  • Funds reported $190B of Thermo Fisher Scientific stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 236 funds opened new Thermo Fisher Scientific positions in Q4 2022 and 79 closed out, a net change of +157 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2022 was Polen Capital Management, an estimated $1.16B added.
  • The largest Thermo Fisher Scientific seller in Q4 2022 was Capital Research Global Investors, an estimated $847M sold.

Based on aggregated 13F filings for Q4 2022.