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Thermo Fisher Scientific

817 hedge funds and large institutions have $32.8B invested in Thermo Fisher Scientific in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 252 increasing their positions, 370 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $30.1B → $32.8B (+$2.62B)

2% more funds holding

Funds holding: 802817 (+15)

0.14% less ownership

Funds ownership: 98.94%98.8% (-0.14%)

8% less funds holding in top 10

Funds holding in top 10: 7266 (-6)

32% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 370

39% less call options, than puts

Call options by funds: $164M | Put options by funds: $267M

Holders
817
Holders Change
+15
Holders Change %
+1.87%
% of All Funds
26.49%
Holding in Top 10
66
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.33%
% of All Funds
2.14%
New
76
Increased
252
Reduced
370
Closed
55
Calls
$164M
Puts
$267M
Net Calls
-$104M
Net Calls Change
-$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.29B +$128M +1,419,909 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.31B -$85.6M -946,410 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.54B +$37.1M +410,132 +3%
State Street
4
State Street
Massachusetts
$1.32B -$65.6K -725 -0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.12B +$293M +3,238,896 +36%
Capital Research Global Investors
6
Capital Research Global Investors
California
$988M +$195M +2,157,000 +25%
Viking Global Investors
7
Viking Global Investors
Connecticut
$974M +$170M +1,881,170 +22%
BIT
8
BlackRock Institutional Trust
California
$863M -$19.5M -215,302 -2%
GCM
9
Glenview Capital Management
New York
$745M -$38.4M -425,000 -5%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$529M +$191K +2,113 +0%
PC
11
Paulson & Co
New York
$526M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$513M -$7.42M -82,008 -1%
SC
13
Sculptor Capital
New York
$459M +$4.59M +50,766 +1%
Northern Trust
14
Northern Trust
Illinois
$424M -$16.4M -181,523 -4%
Bank of America
15
Bank of America
North Carolina
$408M +$29.9M +330,945 +8%
Morgan Stanley
16
Morgan Stanley
New York
$406M -$14.7M -162,863 -4%
FPA
17
First Pacific Advisors
California
$360M +$525K +5,800 +0.1%
BRC
18
Blue Ridge Capital
New York
$341M -$34.8M -385,000 -9%
BFA
19
BlackRock Fund Advisors
California
$333M +$13.4M +148,451 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$324M +$1.64M +18,133 +0.5%
BG
21
BlackRock Group
United Kingdom
$282M +$33.2M +367,019 +14%
Norges Bank
22
Norges Bank
Norway
$278M -$4.51M -49,896 -2%
Ameriprise
23
Ameriprise
Minnesota
$277M -$8.18M -90,416 -3%
Wells Fargo
24
Wells Fargo
California
$266M -$47.1M -520,289 -15%
CM
25
Corvex Management
New York
$255M

TMO Hedge Fund Activity: Q3 2013 in Review

817 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q3 2013, worth a combined $32.8B — up 8.7% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TMO positions and 55 closed out — a net gain of 21 holders — while 252 added to existing stakes and 370 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $293M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $234M sold.

  • 817 institutional investors held Thermo Fisher Scientific (TMO) as of Q3 2013, up from 802 in Q2 2013.
  • Funds reported $32.8B of Thermo Fisher Scientific stock for Q3 2013, up 8.7% quarter-over-quarter.
  • 76 funds opened new Thermo Fisher Scientific positions in Q3 2013 and 55 closed out, a net change of +21 holders.
  • The largest Thermo Fisher Scientific buyer in Q3 2013 was Fidelity Investments, an estimated $293M added.
  • The largest Thermo Fisher Scientific seller in Q3 2013 was Lone Pine Capital, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2013.