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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
FCAS
1951
First Command Advisory Services
Texas
$366K +$44.5K +92 +15%
FTIS
1952
First Trust Investment Solutions
Florida
$365K +$333K +687 New
FFA
1953
Founders Financial Alliance
North Carolina
$364K +$62.4K +129 +23%
VWM
1954
Valley Wealth Managers
New Jersey
$364K +$68.7K +142 +26%
HCC
1955
Hirtle Callaghan & Co
Pennsylvania
$364K +$332K +685 New
TNA
1956
True North Advisors
Texas
$364K -$30K -62 -8%
CWM
1957
Capital Wealth Management
Rhode Island
$359K +$1.45K +3 +0.4%
SPL
1958
Smart Portfolios LLC
Washington
$359K +$318K +657 New
DG
1959
DMC Group
Alabama
$359K +$40.7K +84 +14%
FBB
1960
Fulton Breakefield Broenniman
Maryland
$359K -$71.6K -148 -18%
KFGK
1961
Keystone Financial Group (Kentucky)
Kentucky
$358K -$32.9K -68 -9%
SWM
1962
Silverlake Wealth Management
Vermont
$358K -$8.71K -18 -3%
AGP
1963
Autumn Glory Partners
Texas
$358K
CIP
1964
Convergence Investment Partners
Florida
$356K -$6.29K -13 -2%
SGC
1965
Slocum, Gordon & Co
Rhode Island
$352K
CWM
1966
Cabot Wealth Management
Massachusetts
$352K +$4.36K +9 +1%
GAM
1967
Garrison Asset Management
Arkansas
$352K +$321K +663 New
CCT
1968
Chemung Canal Trust
New York
$351K +$59.1K +122 +23%
CWM
1969
Cornerstone Wealth Management
Missouri
$350K -$21.3K -44 -6%
CCA
1970
Cobblestone Capital Advisors
New York
$350K
BWM
1971
Bulltick Wealth Management
Florida
$349K +$968 +2 +0.3%
NFG
1972
Nations Financial Group
Iowa
$349K -$24.7K -51 -7%
SRC
1973
Sage Rhino Capital
California
$349K -$12.6K -26 -4%
FBT
1974
First Bankers Trust
Kentucky
$348K +$82.3K +170 +35%
APW
1975
Austin Private Wealth
Texas
$347K +$23.7K +49 +8%

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.