We are live on ! Find out more
TMO icon

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
WFA
1976
WestHill Financial Advisors
California
$346K -$484 -1 -0.2%
GSEP
1977
Golden State Equity Partners
California
$346K +$315K +651 New
PIA
1978
Perennial Investment Advisors
California
$345K +$58.6K +121 +23%
DI
1979
DAGCO Inc
Ohio
$345K -$2.08M -4,300 -87%
KFI
1980
Key Financial Inc
Pennsylvania
$345K +$12.1K +25 +4%
CPC
1981
Congress Park Capital
New York
$345K +$315K +650 New
DWS
1982
Dynamic Wealth Strategies
California
$345K +$315K +650 New
WOC
1983
West Oak Capital
California
$343K -$36.3K -75 -11%
BBA
1984
Braun-Bostich & Associates
Pennsylvania
$343K -$10.2K -21 -3%
CBA
1985
Coastal Bridge Advisors
Connecticut
$343K +$3.39K +7 +1%
CCM
1986
Colorado Capital Management
Colorado
$341K -$40.7K -84 -12%
GWA
1987
GGM Wealth Advisors
Maryland
$340K
DWG
1988
Darden Wealth Group
Michigan
$340K +$310K +640 New
KMWM
1989
Keudell/Morrison Wealth Management
Oregon
$340K -$42.1K -87 -12%
AWP
1990
Accretive Wealth Partners
New Jersey
$340K +$23.2K +48 +8%
ACI
1991
Alpha Cubed Investments
California
$339K +$20.3K +42 +7%
MW
1992
MBL Wealth
North Carolina
$335K -$2.42K -5 -0.8%
RPA
1993
Rock Point Advisors
Vermont
$333K -$4.84K -10 -2%
TGAM
1994
TBH Global Asset Management
Tennessee
$333K -$9.68K -20 -3%
1IA
1995
1620 Investment Advisors
Massachusetts
$333K
EA
1996
Echo45 Advisors
California
$332K +$5.32K +11 +2%
FCT
1997
First Community Trust
Iowa
$331K -$232K -480 -43%
RW
1998
REDW Wealth
New Mexico
$330K -$108K -224 -26%
DBRC
1999
D.B. Root & Company
Pennsylvania
$329K -$4.36K -9 -1%
RIM
2000
Redwood Investment Management
Arizona
$329K -$1.06M -2,181 -78%

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.