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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
HI
2001
Hoey Investments
Pennsylvania
$106K +$27.4K +50 +37%
CPC
2002
Consolidated Planning Corp
Georgia
$105K +$100K +183 New
IPW
2003
IronBridge Private Wealth
Texas
$103K
MGI
2004
MayTech Global Investments
New York
$103K
TFGT
2005
TS Financial Group (TSFG)
Illinois
$101K
BWL
2006
Bogart Wealth LLC
Virginia
$99K +$9.88K +18 +12%
HR
2007
Howe & Rusling
New York
$90K
JMF
2008
Johnson Midwest Financial
Iowa
$87K
AWM
2009
AllSquare Wealth Management
New York
$86K -$25.8K -47 -24%
OIS
2010
Okabena Investment Services
Minnesota
$86K
ME
2011
McIlrath & Eck
Washington
$85K
TAIM
2012
TD Ameritrade Investment Management
Nebraska
$83K -$4.39K -8 -4%
GTAM
2013
Global Trust Asset Management
Florida
$83K
RWML
2014
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$80.6K
Nisa Investment Advisors
2015
Nisa Investment Advisors
Missouri
$75.5K -$727K -1,325 -1%
IWP
2016
IAG Wealth Partners
Wisconsin
$74K
AA
2017
AlphaCentric Advisors
Puerto Rico
$73K
BWM
2018
BerganKDV Wealth Management
Minnesota
$73K +$13.7K +25 +25%
FP
2019
Financial Perspectives
Minnesota
$71.4K +$9.33K +17 +16%
GFPC
2020
Global Financial Private Client
Florida
$71K
ONST
2021
Old North State Trust
North Carolina
$70K
PO
2022
Private Ocean
California
$68K +$1.1K +2 +2%
AWM
2023
Avondale Wealth Management
Texas
$67K
JWM
2024
Janiczek Wealth Management
Colorado
$67K +$10.4K +19 +19%
CWA
2025
Clearview Wealth Advisors
Oregon
$66K

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.