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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
TC
2401
Trust Company
Kansas
$26.5K
SC
2402
Stephens Consulting
Michigan
$26K
CHA
2403
Carmichael Hill & Associates
Maryland
$25.5K
DMKJ
2404
David M. Knott Jr
$24K
WAS
2405
Winch Advisory Services
Wisconsin
$23.9K
BHWM
2406
Beaird Harris Wealth Management
Texas
$23.9K +$15K +31 +221%
CAM
2407
Chesapeake Asset Management
New York
$23.4K
AWM
2408
Avondale Wealth Management
Texas
$23.4K
KWAG
2409
Kiely Wealth Advisory Group
North Carolina
$23.2K +$20.3K +42 New
TAM
2410
Tucker Asset Management
Colorado
$22.3K
MSG
2411
Main Street Group
Virginia
$22.3K +$20.3K +42 New
LFASL
2412
Lugano Financial Advisors SA (LFA)
Switzerland
$21.2K +$9.68K +20 +100%
NBT
2413
Northwest Bank & Trust
Iowa
$21.2K +$19.4K +40 New
OPTFSNA
2414
Old Point Trust & Financial Services N A
Virginia
$20.7K +$18.9K +39 New
SC
2415
SouthState Corp
Florida
$20.2K -$2.42K -5 -12%
IGWM
2416
ICA Group Wealth Management
Colorado
$19.1K +$17.4K +36 New
CSWM
2417
Cassady Schiller Wealth Management
Ohio
$18K
PSB
2418
Piscataqua Savings Bank
New Hampshire
$18K
ACM
2419
Adalta Capital Management
New York
$17.5K
LWA
2420
Lowe Wealth Advisors
Maryland
$17K
UIA
2421
Ulland Investment Advisors
Minnesota
$16K
MFT
2422
Moisand Fitzgerald Tamayo
Florida
$15.9K -$3.87K -8 -21%
NMM
2423
Naples Money Management
Florida
$15.9K +$14.5K +30 New
CCMI
2424
Creative Capital Management Investments
California
$15.4K
CG
2425
Cutler Group
California
$15K

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.