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Thermo Fisher Scientific

1,006 hedge funds and large institutions have $53B invested in Thermo Fisher Scientific in 2015 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 352 increasing their positions, 404 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 52

64% more call options, than puts

Call options by funds: $310M | Put options by funds: $189M

28% more funds holding in top 10

Funds holding in top 10: 6988 (+19)

15% more capital invested

Capital invested by funds: $46B → $53B (+$6.97B)

4% more funds holding

Funds holding: 9701,006 (+36)

0.9% less ownership

Funds ownership: 89.95%89.05% (-0.9%)

13% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 404

Holders
1,006
Holders Change
+36
Holders Change %
+3.71%
% of All Funds
26.39%
Holding in Top 10
88
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+27.54%
% of All Funds
2.31%
New
98
Increased
352
Reduced
404
Closed
52
Calls
$310M
Puts
$189M
Net Calls
+$121M
Net Calls Change
+$94M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$4.24B -$33M -247,477 -0.8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.56B +$172M +1,287,436 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.33B +$69.3M +519,908 +2%
LTI
4
Laffer Tengler Investments
Tennessee
$2.65B
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.47B -$88.7M -665,000 -4%
State Street
6
State Street
Massachusetts
$2.18B +$7.87M +59,041 +0.4%
Capital World Investors
7
Capital World Investors
California
$1.61B +$79.3M +594,558 +6%
BIT
8
BlackRock Institutional Trust
California
$1.46B +$20.8M +155,792 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.16B -$151M -1,132,421 -12%
Bank of America
10
Bank of America
North Carolina
$1.05B +$39.2M +294,106 +4%
Morgan Stanley
11
Morgan Stanley
New York
$855M +$38.2M +286,391 +5%
GCM
12
Glenview Capital Management
New York
$842M -$344M -2,577,873 -30%
Primecap Management
13
Primecap Management
California
$766M -$182K -1,363 -0%
BFA
14
BlackRock Fund Advisors
California
$758M +$43M +322,412 +6%
LP
15
Longview Partners
Guernsey
$735M +$7.23M +54,191 +1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$690M +$16.6M +124,678 +3%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$633M +$8.19M +61,391 +1%
Northern Trust
18
Northern Trust
Illinois
$608M -$42.6M -319,132 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$567M -$20.4M -153,024 -4%
BG
20
BlackRock Group
United Kingdom
$484M -$2.91M -21,812 -0.6%
Deutsche Bank
21
Deutsche Bank
Germany
$479M +$81.9M +613,880 +22%
CG
22
Carmignac Gestion
France
$464M +$95.2K +714 +0%
Norges Bank
23
Norges Bank
Norway
$463M -$53.3M -399,823 -11%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$436M +$1.46M +10,952 +0.4%
UBS AM
25
UBS AM
Illinois
$423M -$41.5M -311,406 -9%

TMO Hedge Fund Activity: Q4 2015 in Review

1,006 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q4 2015, worth a combined $53B — up 15% from $46B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new TMO positions and 52 closed out — a net gain of 46 holders — while 352 added to existing stakes and 404 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $172M. The largest seller was Sculptor Capital, exiting entirely with an estimated $496M sold.

  • 1,006 institutional investors held Thermo Fisher Scientific (TMO) as of Q4 2015, up from 970 in Q3 2015.
  • Funds reported $53B of Thermo Fisher Scientific stock for Q4 2015, up 15% quarter-over-quarter.
  • 98 funds opened new Thermo Fisher Scientific positions in Q4 2015 and 52 closed out, a net change of +46 holders.
  • The largest Thermo Fisher Scientific buyer in Q4 2015 was T. Rowe Price Associates, an estimated $172M added.
  • The largest Thermo Fisher Scientific seller in Q4 2015 was Sculptor Capital, an estimated $496M sold.

Based on aggregated 13F filings for Q4 2015.