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Thermo Fisher Scientific
TMO

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: 155 → 215 (+60)

14% more capital invested

Capital invested by funds: $173B → $197B (+$24.2B)

3% more funds holding

Funds holding: 2,075 → 2,129 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$703M
2
BlackRock
BlackRock
New York
+$504M
3
UBS AM
UBS AM
Illinois
+$245M
4
RI
RTW Investments
New York
+$228M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$222M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$517M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$455M
3
Ameriprise
Ameriprise
Minnesota
-$252M
4
SG Americas Securities
SG Americas Securities
New York
-$249M
5
KBC Group
KBC Group
Belgium
-$211M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2101
Bellwether Advisors
Nebraska
$14K +$14.3K +26 New
APC
2102
Aspire Private Capital
North Carolina
$13K – – –
APWA
2103
Atlas Private Wealth Advisors
New Jersey
$13K – – –
BAM
2104
Baldrige Asset Management
Pennsylvania
$13K – – –
ACM
2105
Anfield Capital Management
California
$13K +$12.1K +22 New
BCM
2106
Bourgeon Capital Management
Connecticut
$11K – – –
EAM
2107
Eukles Asset Management
Ohio
$11K – – –
WWMSC
2108
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$9.33K +17 New
LAS
2109
Lloyd Advisory Services
Georgia
$10K -$7.13K -13 -43%
FNBOSM
2110
First National Bank of South Miami
Florida
$10K – – –
SFA
2111
Semmax Financial Advisors
North Carolina
$10K – – –
TCWA
2112
Ten Capital Wealth Advisors
Washington
$10K – – –
FQ
2113
First Quadrant
California
$10K +$9.33K +17 New
RTL
2114
Red Tortoise LLC
Georgia
$10K +$10.4K +19 New
TJHA
2115
Thomas J. Herzfeld Advisors
Florida
$9K -$3.29K -6 -27%
TLFA
2116
True Link Financial Advisors
California
$9K – – –
PCFFS
2117
Pacific Center for Financial Services
California
$8K – – –
PSB
2118
Piscataqua Savings Bank
New Hampshire
$8K – – –
SC
2119
SouthState Corp
Florida
$8K +$7.68K +14 New
PCH
2120
Polar Capital Holdings
United Kingdom
$7.63K -$24.6M -44,879 -77%
TIM
2121
Tortoise Investment Management
New York
$6K – – –
ECM
2122
Estabrook Capital Management
New York
$5.71K – – –
DFCM
2123
Dark Forest Capital Management
Puerto Rico
$4K +$3.84K +7 New
AWM
2124
Activest Wealth Management
Florida
$3K – – –
CCM
2125
Copeland Capital Management
Pennsylvania
$3K – – –
83 84
85
86 87

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.