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Thermo Fisher Scientific

1,159 hedge funds and large institutions have $59.1B invested in Thermo Fisher Scientific in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 409 increasing their positions, 490 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 53

38% more funds holding in top 10

Funds holding in top 10: 6590 (+25)

12% more capital invested

Capital invested by funds: $52.8B → $59.1B (+$6.31B)

2% more funds holding

Funds holding: 1,1351,159 (+24)

1.4% less ownership

Funds ownership: 87.93%86.53% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 490

40% less call options, than puts

Call options by funds: $122M | Put options by funds: $202M

Holders
1,159
Holders Change
+24
Holders Change %
+2.11%
% of All Funds
28.89%
Holding in Top 10
90
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+38.46%
% of All Funds
2.24%
New
93
Increased
409
Reduced
490
Closed
53
Calls
$122M
Puts
$202M
Net Calls
-$80.7M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$4.78B -$177M -1,056,681 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.64B +$106M +629,093 +2%
BlackRock
3
BlackRock
New York
$4.07B +$61.6M +366,584 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$3.02B +$667M +3,973,136 +30%
State Street
5
State Street
Massachusetts
$2.79B -$20.5M -122,257 -0.8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.25B -$557M -3,314,231 -20%
Capital World Investors
7
Capital World Investors
California
$2.05B +$113M +671,637 +6%
Bank of America
8
Bank of America
North Carolina
$1.14B -$60.6M -360,540 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.07B -$230M -1,369,489 -18%
Primecap Management
10
Primecap Management
California
$922M +$2M +11,880 +0.2%
Morgan Stanley
11
Morgan Stanley
New York
$791M -$21.7M -129,402 -3%
LP
12
Longview Partners
Guernsey
$742M +$14.1M +84,180 +2%
Northern Trust
13
Northern Trust
Illinois
$722M -$17.8M -106,044 -2%
Norges Bank
14
Norges Bank
Norway
$700M +$25.4M +151,341 +4%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$640M -$18.1M -107,953 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$627M +$6.52M +38,806 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$626M -$10.9M -65,002 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$619M -$44.5M -265,208 -7%
Wells Fargo
19
Wells Fargo
California
$574M +$11.6M +68,863 +2%
UBS Group
20
UBS Group
Switzerland
$526M +$9M +53,592 +2%
GIM
21
Generation Investment Management
United Kingdom
$511M +$77.4M +460,823 +19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$493M -$1.59M -9,446 -0.3%
GCM
23
Glenview Capital Management
New York
$482M -$35.6M -212,095 -7%
ClearBridge Investments
24
ClearBridge Investments
New York
$461M +$12M +71,363 +3%
Ameriprise
25
Ameriprise
Minnesota
$428M -$43.4M -258,185 -10%

TMO Hedge Fund Activity: Q2 2017 in Review

1,159 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q2 2017, worth a combined $59.1B — up 12% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new TMO positions and 53 closed out — a net gain of 40 holders — while 409 added to existing stakes and 490 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $667M. The largest seller was T. Rowe Price Associates, cutting an estimated $557M.

  • 1,159 institutional investors held Thermo Fisher Scientific (TMO) as of Q2 2017, up from 1,135 in Q1 2017.
  • Funds reported $59.1B of Thermo Fisher Scientific stock for Q2 2017, up 12% quarter-over-quarter.
  • 93 funds opened new Thermo Fisher Scientific positions in Q2 2017 and 53 closed out, a net change of +40 holders.
  • The largest Thermo Fisher Scientific buyer in Q2 2017 was Capital Research Global Investors, an estimated $667M added.
  • The largest Thermo Fisher Scientific seller in Q2 2017 was T. Rowe Price Associates, an estimated $557M sold.

Based on aggregated 13F filings for Q2 2017.