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Thermo Fisher Scientific

915 hedge funds and large institutions have $43.6B invested in Thermo Fisher Scientific in 2014 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 319 increasing their positions, 374 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $472M | Put options by funds: $178M

115% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 46

9% more capital invested

Capital invested by funds: $40.1B → $43.6B (+$3.51B)

5% more funds holding

Funds holding: 872915 (+43)

2% less funds holding in top 10

Funds holding in top 10: 8482 (-2)

7.1% less ownership

Funds ownership: 99.65%92.55% (-7.1%)

15% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 374

Holders
915
Holders Change
+43
Holders Change %
+4.93%
% of All Funds
26.43%
Holding in Top 10
82
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.38%
% of All Funds
2.37%
New
99
Increased
319
Reduced
374
Closed
46
Calls
$472M
Puts
$178M
Net Calls
+$294M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.71B -$544M -4,571,831 -13%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.34B -$748M -6,291,231 -24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.31B +$261M +2,192,851 +13%
State Street
4
State Street
Massachusetts
$1.83B +$73.8M +620,417 +4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.81B +$377M +3,170,624 +27%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.66B +$15.1M +126,762 +0.9%
BIT
7
BlackRock Institutional Trust
California
$1.22B +$110M +924,890 +10%
Viking Global Investors
8
Viking Global Investors
Connecticut
$1.16B -$84.1M -707,017 -7%
GCM
9
Glenview Capital Management
New York
$1.15B +$122M +1,025,800 +12%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$664M -$23M -193,588 -3%
Temasek Holdings
11
Temasek Holdings
Singapore
$634M +$627M +5,271,481 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$616M +$56.4M +474,328 +10%
Morgan Stanley
13
Morgan Stanley
New York
$611M +$8.68M +73,018 +1%
Northern Trust
14
Northern Trust
Illinois
$576M +$21.6M +181,817 +4%
PC
15
Paulson & Co
New York
$548M -$17.2M -145,000 -3%
BFA
16
BlackRock Fund Advisors
California
$530M +$75.7M +636,567 +17%
Bank of America
17
Bank of America
North Carolina
$445M -$123M -1,034,226 -22%
Primecap Management
18
Primecap Management
California
$428M +$367M +3,090,800 +656%
Ameriprise
19
Ameriprise
Minnesota
$427M -$17.4M -145,987 -4%
FPA
20
First Pacific Advisors
California
$422M -$47.9M -402,800 -10%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$421M +$258K +2,171 +0.1%
SC
22
Sculptor Capital
New York
$418M -$238M -1,999,888 -37%
BG
23
BlackRock Group
United Kingdom
$392M +$35M +294,496 +10%
BRC
24
Blue Ridge Capital
New York
$352M -$59.4M -500,000 -15%
CG
25
Carmignac Gestion
France
$351M +$182M +1,530,497 +110%

TMO Hedge Fund Activity: Q1 2014 in Review

915 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2014, worth a combined $43.6B — up 8.8% from $40.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new TMO positions and 46 closed out — a net gain of 53 holders — while 319 added to existing stakes and 374 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $627M. The largest seller was T. Rowe Price Associates, cutting an estimated $748M.

  • 915 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2014, up from 872 in Q4 2013.
  • Funds reported $43.6B of Thermo Fisher Scientific stock for Q1 2014, up 8.8% quarter-over-quarter.
  • 99 funds opened new Thermo Fisher Scientific positions in Q1 2014 and 46 closed out, a net change of +53 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2014 was Temasek Holdings, an estimated $627M added.
  • The largest Thermo Fisher Scientific seller in Q1 2014 was T. Rowe Price Associates, an estimated $748M sold.

Based on aggregated 13F filings for Q1 2014.