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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
AWE
2001
Avidian Wealth Enterprises
Texas
$328K -$151K -312 -34%
PIM
2002
Plato Investment Management
Australia
$326K +$297K +614 New
VC
2003
Veracity Capital
Georgia
$326K -$36.3K -75 -11%
PWA
2004
Physician Wealth Advisors
Utah
$325K +$8.23K +17 +3%
MAWCM
2005
Mine & Arao Wealth Creation & Management
California
$324K
FOA
2006
Five Oceans Advisors
California
$323K -$14K -29 -5%
SWM
2007
Salvus Wealth Management
New Jersey
$323K +$1.94K +4 +0.7%
SFC
2008
SYM Financial Corp
Indiana
$322K -$8.71K -18 -3%
LA
2009
LexAurum Advisors
Kansas
$321K +$484 +1 +0.2%
NG
2010
Northstar Group
New York
$320K
DPI
2011
Diversified Portfolios Inc
Michigan
$320K -$9.2K -19 -3%
TBWA
2012
Three Bridge Wealth Advisors
California
$319K
AWM
2013
Atticus Wealth Management
Florida
$319K +$40.2K +83 +16%
KV
2014
Kickstand Ventures
New York
$318K -$20.8K -43 -7%
RBCM
2015
Raub Brock Capital Management
California
$318K
VA
2016
Valmark Advisers
Ohio
$318K +$8.23K +17 +3%
DS
2017
DRW Securities
Illinois
$317K -$207K -427 -42%
TIA
2018
Tiemann Investment Advisors
California
$317K -$10.6K -22 -4%
HS
2019
Horan Securities
United States
$316K +$484 +1 +0.2%
FC
2020
Financial Council
Maryland
$314K
VFPI
2021
Vantage Financial Partners (Illinois)
Illinois
$313K -$31.5K -65 -10%
PP
2022
Patron Partners
Texas
$312K
MIM
2023
Moseley Investment Management
Florida
$310K -$11.1K -23 -4%
IIC
2024
Integrated Investment Consultants
Michigan
$309K +$45K +93 +19%
CWM
2025
Cahaba Wealth Management
Georgia
$308K -$36.3K -75 -11%

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.