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Thermo Fisher Scientific

2,343 hedge funds and large institutions have $228B invested in Thermo Fisher Scientific in 2021 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 849 increasing their positions, 822 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 335 | Existing positions closed: 82

16% more capital invested

Capital invested by funds: $197B → $228B (+$31.2B)

13% more funds holding in top 10

Funds holding in top 10: 215243 (+28)

10% more funds holding

Funds holding: 2,1292,343 (+214)

3% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 822

0.16% less ownership

Funds ownership: 87.84%87.67% (-0.16%)

35% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.44B

Holders
2,343
Holders Change
+214
Holders Change %
+10.05%
% of All Funds
36.05%
Holding in Top 10
243
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+13.02%
% of All Funds
3.74%
New
335
Increased
849
Reduced
822
Closed
82
Calls
$1.59B
Puts
$2.44B
Net Calls
-$856M
Net Calls Change
-$364M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2201
AllSquare Wealth Management
New York
$95K -$5.62K -9 -6%
RWML
2202
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$94.1K
JWM
2203
Janiczek Wealth Management
Colorado
$94K +$14.4K +23 +19%
MW
2204
Milestone Wealth
New York
$93K +$87.4K +140 New
PP
2205
PrairieView Partners
Minnesota
$90K +$67.4K +108 +400%
MCM
2206
MV Capital Management
Maryland
$89K +$17.5K +28 +26%
CSWM
2207
Cassady Schiller Wealth Management
Ohio
$89K +$83K +133 New
MIFH
2208
Migdal Insurance & Financial Holdings
Israel
$87K +$40.6K +65 +100%
GGI
2209
Godsey & Gibb Inc
Virginia
$87K +$81.2K +130 New
NR
2210
Newfound Research
Massachusetts
$86K -$58.1K -93 -42%
IWP
2211
IAG Wealth Partners
Wisconsin
$86K
ONST
2212
Old North State Trust
North Carolina
$85K +$3.12K +5 +4%
FP
2213
Financial Perspectives
Minnesota
$83.4K
LWANC
2214
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K +$9.37K +15 +14%
GFPC
2215
Global Financial Private Client
Florida
$82.7K
UCB
2216
United Community Bank
South Carolina
$82.1K +$76.8K +123 New
AIP
2217
Ahrens Investment Partners
Louisiana
$82K +$76.2K +122 New
PO
2218
Private Ocean
California
$80K
CWC
2219
Carolinas Wealth Consulting
North Carolina
$79K +$2.5K +4 +4%
CWA
2220
Clearview Wealth Advisors
Oregon
$77K
DAC
2221
Dividend Assets Capital
South Carolina
$77K
SWM
2222
Sugarloaf Wealth Management
Georgia
$77K +$39.3K +63 +119%
LFG
2223
Larson Financial Group
Missouri
$77K +$44.3K +71 +158%
BWM
2224
BerganKDV Wealth Management
Minnesota
$75K -$8.74K -14 -11%
CFCI
2225
Comprehensive Financial Consultants Institutional
Indiana
$75K +$86.2K +138 New

TMO Hedge Fund Activity: Q4 2021 in Review

2,343 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2021, worth a combined $228B — up 16% from $197B a quarter earlier.

Buyers outnumbered sellers: 335 funds opened new TMO positions and 82 closed out — a net gain of 253 holders — while 849 added to existing stakes and 822 trimmed.

The largest buyer was BlackRock, adding an estimated $818M. The largest seller was UBS AM, cutting an estimated $473M.

  • 2,343 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2021, up from 2,129 in Q3 2021.
  • Funds reported $228B of Thermo Fisher Scientific stock for Q4 2021, up 16% quarter-over-quarter.
  • 335 funds opened new Thermo Fisher Scientific positions in Q4 2021 and 82 closed out, a net change of +253 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2021 was BlackRock, an estimated $818M added.
  • The largest Thermo Fisher Scientific seller in Q4 2021 was UBS AM, an estimated $473M sold.

Based on aggregated 13F filings for Q4 2021.