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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
CWM
2076
Chemistry Wealth Management
New York
$284K +$44.5K +92 +21%
CA
2077
CoreCap Advisors
Michigan
$283K +$968 +2 +0.4%
AWM
2078
Ameliora Wealth Management
Switzerland
$283K -$80.3K -166 -24%
LSC
2079
Lesa Sroufe & Co
Washington
$281K -$7.75K -16 -3%
SP
2080
Stonebrook Private
Michigan
$280K +$256K +528 New
VAG
2081
VisionPoint Advisory Group
Texas
$280K +$26.6K +55 +12%
ASG
2082
Ariston Services Group
California
$280K +$256K +528 New
GCP
2083
GSA Capital Partners
United Kingdom
$280K +$255K +527 New
MHR
2084
Matthew Hamilton Rosenberg
$279K +$9.2K +19 +4%
SDJVC
2085
St. Denis J. Villere & Co
Louisiana
$279K
KA
2086
Klingman & Associates
New York
$278K -$28.6K -59 -10%
RSA
2087
River Street Advisors
Illinois
$278K -$19.8K -41 -7%
CCFCSB
2088
Cape Cod Five Cents Savings Bank
Massachusetts
$278K -$253K -523 -50%
MKA
2089
M. Kulyk & Associates
Georgia
$278K
BWP
2090
Balboa Wealth Partners
Arizona
$277K +$4.84K +10 +2%
KFA
2091
Kelleher Financial Advisors
New York
$277K
PWMAG
2092
Pinnacle Wealth Management Advisory Group
New Jersey
$275K -$252K -520 -50%
SFG
2093
Sather Financial Group
Texas
$275K -$23.7K -49 -9%
WAM
2094
WealthTrust Asset Management
Florida
$274K +$250K +517 New
FZCM
2095
Flynn Zito Capital Management
New York
$274K
CG
2096
Clifford Group
Massachusetts
$274K -$15.5K -32 -6%
IA
2097
IFG Advisors
Missouri
$273K +$249K +515 New
EI
2098
Ellevest Inc
New York
$272K +$26.1K +54 +12%
PGA
2099
Portland Global Advisors
Maine
$271K
HIC
2100
Harvey Investment Company
Kentucky
$271K

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.