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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
DM
1976
Diker Management
New York
$303K
CG
1977
Clifford Group
Massachusetts
$302K +$291K +549 New
FAM
1978
Formidable Asset Management
Ohio
$302K
BWP
1979
Balboa Wealth Partners
Arizona
$302K -$28.6K -54 -9%
PPP
1980
Private Portfolio Partners
New Jersey
$301K
LSC
1981
Lesa Sroufe & Co
Washington
$301K
SIMG
1982
Sonora Investment Management Group
Arizona
$301K +$24.9K +47 +9%
PGA
1983
Portland Global Advisors
Maine
$300K
GC
1984
GFG Capital
Florida
$300K +$288K +544 New
SMA
1985
Sage Mountain Advisors
Georgia
$298K +$33.9K +64 +13%
PCM
1986
Penserra Capital Management
California
$298K +$53K +100 +23%
MKA
1987
M. Kulyk & Associates
Georgia
$298K
PWA
1988
Physician Wealth Advisors
Utah
$297K -$1.59K -3 -0.6%
LBA
1989
Lowell Blake & Associates
Massachusetts
$296K
LAS
1990
LWM Advisory Services
Florida
$295K -$420K -793 -61%
ANBT
1991
American National Bank & Trust
Texas
$294K +$108K +204 +62%
WAM
1992
Weatherly Asset Management
California
$294K
TFA
1993
Transamerica Financial Advisors
Florida
$293K -$5.83K -11 -2%
S
1994
SimplyRich
California
$292K -$92.2K -174 -25%
VWA
1995
Visionary Wealth Advisors
Illinois
$292K -$5.3K -10 -2%
WIA
1996
Westbourne Investment Advisors
Maryland
$291K +$10.6K +20 +4%
BA
1997
Bristlecone Advisors
Washington
$291K +$11.1K +21 +4%
VWM
1998
Valley Wealth Managers
New Jersey
$290K -$26.5K -50 -9%
NED
1999
Nancy E. Dempze
$290K +$13.2K +25 +5%
PCMK
2000
Paragon Capital Management (Kansas)
Kansas
$289K

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.