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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
MWA
2201
MN Wealth Advisors
Kansas
$224K +$204K +422 New
TA
2202
TruWealth Advisors
Louisiana
$224K -$342K -707 -63%
ACM
2203
Allred Capital Management
Texas
$223K -$20.8K -43 -9%
CFS
2204
CGC Financial Services
Oregon
$223K +$29K +60 +17%
MWM
2205
MinichMacGregor Wealth Management
New York
$223K +$2.9K +6 +1%
OCM
2206
Orion Capital Management
California
$222K -$16.9K -35 -8%
KL
2207
KilterHowling LLC
Colorado
$222K
IIM
2208
InTrack Investment Management
Vermont
$222K -$1.02M -2,103 -83%
BB
2209
Berkshire Bank
Massachusetts
$222K -$5.81K -12 -3%
ZIG
2210
Zullo Investment Group
Pennsylvania
$221K +$6.78K +14 +3%
IA
2211
IFG Advisory
Georgia
$220K +$200K +414 New
BP
2212
BCK Partners
New York
$220K
CCWM
2213
Correct Capital Wealth Management
Missouri
$219K +$200K +413 New
ST
2214
Somerset Trust
Pennsylvania
$219K +$200K +413 New
HWM
2215
Hemington Wealth Management
Virginia
$219K -$14.5K -30 -7%
SWM
2216
Seed Wealth Management
Illinois
$218K
HFS
2217
Heritage Financial Services
Massachusetts
$218K
PFA
2218
Peak Financial Advisors
Colorado
$218K
WFI
2219
West Family Investments
California
$217K -$3.39K -7 -2%
PMG
2220
ProVise Management Group
Florida
$217K
EP
2221
Eudaimonia Partners
Tennessee
$215K -$11.1K -23 -5%
I
2222
INVST
Indiana
$215K +$185K +383 New
PWM
2223
Penobscot Wealth Management
Maine
$214K
MRWM
2224
ML&R Wealth Management
Texas
$213K -$8.23K -17 -4%
ONSWM
2225
Old North State Wealth Management
North Carolina
$213K +$194K +400 New

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.