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Thermo Fisher Scientific

2,527 hedge funds and large institutions have $196B invested in Thermo Fisher Scientific in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 1,015 increasing their positions, 962 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 121

2% more funds holding

Funds holding: 2,4872,527 (+40)

6% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 962

4% more capital invested

Capital invested by funds: $188B → $196B (+$7.31B)

3.53% less ownership

Funds ownership: 91.82%88.29% (-3.5%)

9% less funds holding in top 10

Funds holding in top 10: 141128 (-13)

20% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.39B

Holders
2,527
Holders Change
+40
Holders Change %
+1.61%
% of All Funds
36.4%
Holding in Top 10
128
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-9.22%
% of All Funds
1.84%
New
192
Increased
1,015
Reduced
962
Closed
121
Calls
$1.1B
Puts
$1.39B
Net Calls
-$283M
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
2001
Wealth Group
North Carolina
$356K +$344K +613 New
HS
2002
Horan Securities
United States
$355K +$8.42K +15 +3%
LA
2003
LexAurum Advisors
Kansas
$351K
SGI
2004
Summit Global Investments
Utah
$351K -$420K -749 -55%
NG
2005
Northstar Group
New York
$350K
PP
2006
Patron Partners
Texas
$350K +$8.98K +16 +3%
DPI
2007
Diversified Portfolios Inc
Michigan
$350K
TBWA
2008
Three Bridge Wealth Advisors
California
$350K
NERM
2009
New England Research & Management
Illinois
$349K +$337K +600 New
CSIC
2010
Clifford Swan Investment Counsel
California
$349K -$87K -155 -21%
RBCM
2011
Raub Brock Capital Management
California
$349K
DWA
2012
Delap Wealth Advisory
Oregon
$348K +$336K +599 New
CWM
2013
Cornerstone Wealth Management
Missouri
$348K -$34.8K -62 -9%
RPA
2014
Rock Point Advisors
Vermont
$348K -$16.8K -30 -5%
Financial Engines Advisors
2015
Financial Engines Advisors
California
$347K +$56.7K +101 +20%
TIA
2016
Tiemann Investment Advisors
California
$347K
CA
2017
Claro Advisors
Massachusetts
$345K +$333K +593 New
FC
2018
Financial Council
Maryland
$343K
VFPI
2019
Vantage Financial Partners (Illinois)
Illinois
$343K
CWM
2020
Cahaba Wealth Management
Georgia
$339K +$1.12K +2 +0.3%
CT
2021
Clearstead Trust
Maine
$339K -$698K -1,244 -68%
PWA
2022
Physician Wealth Advisors
Utah
$337K +$11.2K +20 +3%
MHIC
2023
Marble Harbor Investment Counsel
Massachusetts
$336K
AC
2024
Asio Capital
Kentucky
$334K
IWA
2025
IVC Wealth Advisors
Pennsylvania
$334K

TMO Hedge Fund Activity: Q1 2024 in Review

2,527 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2024, worth a combined $196B — up 3.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new TMO positions and 121 closed out — a net gain of 71 holders — while 1,015 added to existing stakes and 962 trimmed.

The largest buyer was Franklin Resources, adding an estimated $883M. The largest seller was Morgan Stanley, cutting an estimated $7.49B.

  • 2,527 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2024, up from 2,487 in Q4 2023.
  • Funds reported $196B of Thermo Fisher Scientific stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 192 funds opened new Thermo Fisher Scientific positions in Q1 2024 and 121 closed out, a net change of +71 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2024 was Franklin Resources, an estimated $883M added.
  • The largest Thermo Fisher Scientific seller in Q1 2024 was Morgan Stanley, an estimated $7.49B sold.

Based on aggregated 13F filings for Q1 2024.