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Thermo Fisher Scientific

2,343 hedge funds and large institutions have $228B invested in Thermo Fisher Scientific in 2021 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 849 increasing their positions, 822 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 335 | Existing positions closed: 82

16% more capital invested

Capital invested by funds: $197B → $228B (+$31.2B)

13% more funds holding in top 10

Funds holding in top 10: 215243 (+28)

10% more funds holding

Funds holding: 2,1292,343 (+214)

3% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 822

0.16% less ownership

Funds ownership: 87.84%87.67% (-0.16%)

35% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.44B

Holders
2,343
Holders Change
+214
Holders Change %
+10.05%
% of All Funds
36.05%
Holding in Top 10
243
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+13.02%
% of All Funds
3.74%
New
335
Increased
849
Reduced
822
Closed
82
Calls
$1.59B
Puts
$2.44B
Net Calls
-$856M
Net Calls Change
-$364M
Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2001
Foster Victor Wealth Advisors
South Carolina
$283K
IFA
2002
Index Fund Advisors
California
$283K +$265K +424 New
SYBT
2003
Stock Yards Bank & Trust
Kentucky
$282K
PMFA
2004
Plante Moran Financial Advisors
Michigan
$282K +$58.7K +94 +29%
SFG
2005
Sather Financial Group
Texas
$280K
IBOK
2006
Independence Bank of Kentucky
Kentucky
$280K +$12.5K +20 +5%
WCM
2007
Wallace Capital Management
Texas
$279K +$23.7K +38 +10%
FWM
2008
Focused Wealth Management
New York
$279K +$143K +229 +121%
AWP
2009
Accretive Wealth Partners
New Jersey
$278K -$5.62K -9 -2%
OCM
2010
Orion Capital Management
California
$278K
RIA
2011
Realta Investment Advisors
Delaware
$278K +$6.87K +11 +3%
LOPW
2012
Live Oak Private Wealth
North Carolina
$277K +$1.25K +2 +0.5%
DA
2013
DSC Advisors
Illinois
$276K -$12.5K -20 -5%
PWP
2014
Pursue Wealth Partners
California
$276K +$258K +413 New
XF
2015
XML Financial
Maryland
$275K
BP
2016
BCK Partners
New York
$274K
LTI
2017
Laffer Tengler Investments
Tennessee
$272K -$20K -32 -7%
SIM
2018
Studio Investment Management
Illinois
$272K +$27.5K +44 +12%
ZF
2019
Zhang Financial
Michigan
$272K +$255K +408 New
TA
2020
Tectonic Advisors
Texas
$270K +$24.4K +39 +11%
BDFN
2021
Bond & Devick Financial Network
Minnesota
$269K
AWM
2022
Aberdeen Wealth Management
Illinois
$269K +$18.7K +30 +8%
KL
2023
KilterHowling LLC
Colorado
$268K +$251K +402 New
ACWM
2024
Adams Chetwood Wealth Management
North Carolina
$268K +$251K +402 New
KA
2025
Klingman & Associates
New York
$268K +$251K +402 New

TMO Hedge Fund Activity: Q4 2021 in Review

2,343 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2021, worth a combined $228B — up 16% from $197B a quarter earlier.

Buyers outnumbered sellers: 335 funds opened new TMO positions and 82 closed out — a net gain of 253 holders — while 849 added to existing stakes and 822 trimmed.

The largest buyer was BlackRock, adding an estimated $818M. The largest seller was UBS AM, cutting an estimated $473M.

  • 2,343 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2021, up from 2,129 in Q3 2021.
  • Funds reported $228B of Thermo Fisher Scientific stock for Q4 2021, up 16% quarter-over-quarter.
  • 335 funds opened new Thermo Fisher Scientific positions in Q4 2021 and 82 closed out, a net change of +253 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2021 was BlackRock, an estimated $818M added.
  • The largest Thermo Fisher Scientific seller in Q4 2021 was UBS AM, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2021.