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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
DAC
2026
Dividend Assets Capital
South Carolina
$66K +$35.7K +65 +130%
CWC
2027
Carolinas Wealth Consulting
North Carolina
$65K +$549 +1 +0.9%
SFPG
2028
Stonebridge Financial Planning Group
Florida
$64K
EWA
2029
Evolution Wealth Advisors
Florida
$63K -$34.6K -63 -36%
CCM
2030
Cribstone Capital Management
Maine
$63K -$5.49K -10 -8%
FCM
2031
Firestone Capital Management
Florida
$63K
LWANC
2032
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K
MCM
2033
MV Capital Management
Maryland
$61K +$24.7K +45 +74%
WWM
2034
Wolff Wiese Magana
California
$60K -$2.74K -5 -5%
DCM
2035
Disciplina Capital Management
Tennessee
$59.5K +$2.19K +4 +4%
MGIM
2036
M&G Investment Management
United Kingdom
$58.3K +$2.19K +4 +0%
HIIFS
2037
Harel Insurance Investments & Financial Services
Israel
$58K -$2.31M -4,205 -98%
ANBT
2038
American National Bank & Trust
Texas
$58K -$34K -62 -38%
RFWA
2039
RPg Family Wealth Advisory
Massachusetts
$57.2K
CBT
2040
CoreFirst Bank & Trust
Kansas
$57K
SC
2041
Sierra Capital
Florida
$57K
LPWM
2042
Lake Point Wealth Management
Texas
$57K +$18.1K +33 +49%
BAM
2043
Bellevue Asset Management
Washington
$56K
PG
2044
Proffitt & Goodson
Tennessee
$55K
MSFP
2045
Mark Sheptoff Financial Planning
Connecticut
$54K
TC
2046
Tacita Capital
Ontario, Canada
$54K
LWA
2047
Lenox Wealth Advisors
New York
$53K -$19.2K -35 -27%
KIG
2048
Kowal Investment Group
Wisconsin
$53K +$50.5K +92 New
FMTCOCP
2049
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K
CP
2050
Corbenic Partners
Pennsylvania
$49K -$4.39K -8 -9%

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.