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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
WIA
2301
Wetzel Investment Advisors
Indiana
$107K +$97.3K +201 New
CPG
2302
Cornerstone Planning Group
New Jersey
$107K +$9.68K +20 +11%
MAM
2303
Marquette Asset Management
Minnesota
$106K -$12.1K -25 -11%
HCM
2304
Highlander Capital Management
New Jersey
$106K
WAS
2305
Wesleyan Assurance Society
United Kingdom
$106K +$96.8K +200 New
SPWM
2306
Spartan Planning & Wealth Management
North Carolina
$103K +$93.9K +194 New
JFA
2307
JNBA Financial Advisors
Minnesota
$102K -$7.26K -15 -7%
BWL
2308
Bogart Wealth LLC
Virginia
$102K -$25.2K -52 -21%
FA
2309
Financial Avengers
California
$101K
PCTC
2310
Perkins Coie Trust Company
Washington
$98.7K -$15K -31 -14%
AT
2311
Arlington Trust
Alabama
$97.7K -$2.61M -5,400 -97%
FWM
2312
Focused Wealth Management
New York
$97.4K +$2.9K +6 +3%
RFG
2313
RFP Financial Group
Georgia
$96.2K -$15K -31 -15%
MSWM
2314
McGlone Suttner Wealth Management
Wisconsin
$95.6K +$87.1K +180 New
UCB
2315
United Community Bank
South Carolina
$94.5K +$2.42K +5 +3%
FFA
2316
Fairfield Financial Advisors
Massachusetts
$94.2K
MCM
2317
MV Capital Management
Maryland
$93.4K -$484 -1 -0.6%
CFD
2318
Creative Financial Designs
Indiana
$92.5K
OA
2319
Operose Advisors
Wisconsin
$91.3K +$32.4K +67 +64%
IFAM
2320
Institutional & Family Asset Management
Colorado
$90.8K +$13.1K +27 +19%
TIM
2321
Tortoise Investment Management
New York
$88.6K -$9.2K -19 -10%
EA
2322
Evolution Advisers
Virginia
$87K
EFMH
2323
E Fund Management (HK)
Hong Kong
$85K +$28.6K +59 +58%
CTA
2324
Colonial Trust Advisors
South Carolina
$84.9K -$8.71K -18 -10%
GFPC
2325
Global Financial Private Client
Florida
$83.9K -$7.26K -15 -9%

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.