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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
BCM
2251
BluePath Capital Management
Georgia
$201K +$24.7K +51 +16%
DJSG
2252
D.J. St. Germain
Massachusetts
$201K -$43.1K -89 -19%
UOTTAIMCU
2253
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$201K +$14.5K +30 +9%
RWP
2254
Revolve Wealth Partners
New Jersey
$200K -$43.1K -89 -19%
BIA
2255
Bell Investment Advisors
California
$198K -$12.6K -26 -7%
VSQM
2256
V-Square Quantitative Management
Illinois
$196K
CWC
2257
Carolinas Wealth Consulting
North Carolina
$194K +$41.1K +85 +30%
A
2258
AJOVista
Massachusetts
$191K +$174K +360 New
GC
2259
Garde Capital
Washington
$180K +$8.23K +17 +5%
GAG
2260
Goodman Advisory Group
Massachusetts
$175K
KLWA
2261
Kelly Lawrence W & Associates
California
$175K
ANBT
2262
American National Bank & Trust
Texas
$173K -$103K -213 -40%
HIA
2263
Harbor Investment Advisory
Maryland
$173K -$501K -1,036 -76%
TH
2264
TCTC Holdings
Texas
$167K -$78.4K -162 -34%
BSB
2265
Bangor Savings Bank
Maine
$167K -$7.26K -15 -5%
PCMC
2266
Planning Capital Management Corporation
Pennsylvania
$165K +$151K +311 New
SAM
2267
S.A. Mason
Michigan
$165K
JEST
2268
JTC Employer Solutions Trustee
Jersey
$163K
CWP
2269
Concord Wealth Partners
Virginia
$160K -$282K -582 -66%
NF
2270
Norwood Financial
Pennsylvania
$159K
HCM
2271
Horrell Capital Management
Arkansas
$159K
SWM
2272
Sugarloaf Wealth Management
Georgia
$156K +$9.2K +19 +7%
JSAM
2273
J. Safra Asset Management
New York
$154K
BWM
2274
Baystate Wealth Management
Massachusetts
$152K -$5.81K -12 -4%
VC
2275
Vestor Capital
Illinois
$148K -$5.32K -11 -4%

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.