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Thermo Fisher Scientific

1,523 hedge funds and large institutions have $97.7B invested in Thermo Fisher Scientific in 2019 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 520 increasing their positions, 618 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 76

25% more capital invested

Capital invested by funds: $78B → $97.7B (+$19.8B)

16% more funds holding in top 10

Funds holding in top 10: 128149 (+21)

4% more funds holding

Funds holding: 1,4581,523 (+65)

1.43% more ownership

Funds ownership: 88.12%89.55% (+1.4%)

8% less call options, than puts

Call options by funds: $210M | Put options by funds: $227M

16% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 618

Holders
1,523
Holders Change
+65
Holders Change %
+4.46%
% of All Funds
32.96%
Holding in Top 10
149
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+16.41%
% of All Funds
3.22%
New
160
Increased
520
Reduced
618
Closed
76
Calls
$210M
Puts
$227M
Net Calls
-$17.9M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.29B +$86.8M +348,642 +1%
BlackRock
2
BlackRock
New York
$7.46B +$267M +1,074,400 +4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$4.87B -$189M -758,875 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.58B +$248M +996,962 +6%
State Street
5
State Street
Massachusetts
$4.49B +$193M +775,253 +5%
Capital World Investors
6
Capital World Investors
California
$4.25B +$136M +547,242 +4%
Capital Research Global Investors
7
Capital Research Global Investors
California
$4.01B -$315M -1,264,804 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.17B +$722M +2,900,868 +33%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.44B -$50.4M -202,619 -2%
Bank of America
10
Bank of America
North Carolina
$1.85B +$14.3M +57,475 +0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.45B +$97.6M +392,325 +8%
Primecap Management
12
Primecap Management
California
$1.37B -$1.02M -4,110 -0.1%
Northern Trust
13
Northern Trust
Illinois
$1.21B +$11.2M +45,084 +1%
Morgan Stanley
14
Morgan Stanley
New York
$1.15B -$81M -325,504 -7%
Norges Bank
15
Norges Bank
Norway
$1.14B -$12.4M -49,813 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$946M +$64.6M +259,622 +8%
JP Morgan Chase
17
JP Morgan Chase
New York
$942M -$174M -699,249 -17%
UBS Group
18
UBS Group
Switzerland
$894M -$18.9M -76,006 -2%
Wells Fargo
19
Wells Fargo
California
$847M -$21.2M -85,131 -3%
ClearBridge Investments
20
ClearBridge Investments
New York
$846M +$17.9M +71,898 +2%
VAM
21
Veritas Asset Management
United Kingdom
$798M -$196K -787 -0%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$775M -$18.8M -75,475 -3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$740M -$1.06M -4,271 -0.2%
Capital International Investors
24
Capital International Investors
California
$725M +$57.8M +232,219 +10%
GIM
25
Generation Investment Management
United Kingdom
$697M -$118M -473,349 -16%

TMO Hedge Fund Activity: Q1 2019 in Review

1,523 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2019, worth a combined $97.7B — up 25% from $78B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new TMO positions and 76 closed out — a net gain of 84 holders — while 520 added to existing stakes and 618 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $722M. The largest seller was Longview Partners, exiting entirely with an estimated $332M sold.

  • 1,523 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2019, up from 1,458 in Q4 2018.
  • Funds reported $97.7B of Thermo Fisher Scientific stock for Q1 2019, up 25% quarter-over-quarter.
  • 160 funds opened new Thermo Fisher Scientific positions in Q1 2019 and 76 closed out, a net change of +84 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2019 was Fidelity Investments, an estimated $722M added.
  • The largest Thermo Fisher Scientific seller in Q1 2019 was Longview Partners, an estimated $332M sold.

Based on aggregated 13F filings for Q1 2019.