We are live on ! Find out more
TMO icon

Thermo Fisher Scientific

2,129 hedge funds and large institutions have $197B invested in Thermo Fisher Scientific in 2021 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 800 increasing their positions, 809 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 80

39% more funds holding in top 10

Funds holding in top 10: 155215 (+60)

14% more capital invested

Capital invested by funds: $173B → $197B (+$24.2B)

3% more funds holding

Funds holding: 2,0752,129 (+54)

0.43% more ownership

Funds ownership: 87.41%87.84% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 809

24% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.05B

Holders
2,129
Holders Change
+54
Holders Change %
+2.6%
% of All Funds
37.27%
Holding in Top 10
215
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.71%
% of All Funds
3.76%
New
163
Increased
800
Reduced
809
Closed
80
Calls
$1.56B
Puts
$2.05B
Net Calls
-$492M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
1976
Leelyn Smith
Illinois
$169K
AL
1977
ADE LLC
Maryland
$163K
MHR
1978
Matthew Hamilton Rosenberg
$163K +$66.4K +121 +74%
JWA
1979
JFS Wealth Advisors
Pennsylvania
$160K +$133K +242 +637%
CWP
1980
Concord Wealth Partners
Virginia
$153K -$145K -264 -50%
GM
1981
GeoWealth Management
Illinois
$150K +$144K +263 New
IFAM
1982
Institutional & Family Asset Management
Colorado
$149K +$25.2K +46 +21%
JFA
1983
JNBA Financial Advisors
Minnesota
$148K +$12.6K +23 +10%
TVWM
1984
Tower View Wealth Management
Wisconsin
$145K
CT
1985
Caldwell Trust
Florida
$142K
WOC
1986
West Oak Capital
California
$140K
FMP
1987
Financial Management Professionals
Texas
$138K +$20.9K +38 +19%
GAM
1988
Gemmer Asset Management
California
$137K
VNIM
1989
Vaughan Nelson Investment Management
Texas
$134K +$129K +235 New
NR
1990
Newfound Research
Massachusetts
$127K +$24.1K +44 +25%
DWP
1991
Destiny Wealth Partners
Florida
$117K +$113K +205 New
SFO
1992
Standard Family Office
South Dakota
$114K -$996K -1,814 -90%
CT
1993
Clearstead Trust
Maine
$114K
EARNEST Partners
1994
EARNEST Partners
Georgia
$114K
RIM
1995
Rockbridge Investment Management
New York
$111K
FWM
1996
Focused Wealth Management
New York
$108K +$2.19K +4 +2%
HIM
1997
Hillsdale Investment Management
Ontario, Canada
$106K -$683K -1,244 -87%
PCTC
1998
Perkins Coie Trust Company
Washington
$106K -$48.8K -89 -32%
FMT
1999
First Mercantile Trust
Tennessee
$106K -$5.49K -10 -5%
RCC
2000
Red Cedar Capital
Nebraska
$106K

TMO Hedge Fund Activity: Q3 2021 in Review

2,129 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2021, worth a combined $197B — up 14% from $173B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new TMO positions and 80 closed out — a net gain of 83 holders — while 800 added to existing stakes and 809 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $517M.

  • 2,129 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2021, up from 2,075 in Q2 2021.
  • Funds reported $197B of Thermo Fisher Scientific stock for Q3 2021, up 14% quarter-over-quarter.
  • 163 funds opened new Thermo Fisher Scientific positions in Q3 2021 and 80 closed out, a net change of +83 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2021 was Fidelity Investments, an estimated $703M added.
  • The largest Thermo Fisher Scientific seller in Q3 2021 was Wellington Management Group, an estimated $517M sold.

Based on aggregated 13F filings for Q3 2021.