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Thermo Fisher Scientific

2,527 hedge funds and large institutions have $196B invested in Thermo Fisher Scientific in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 1,015 increasing their positions, 962 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 121

2% more funds holding

Funds holding: 2,4872,527 (+40)

6% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 962

4% more capital invested

Capital invested by funds: $188B → $196B (+$7.31B)

3.53% less ownership

Funds ownership: 91.82%88.29% (-3.5%)

9% less funds holding in top 10

Funds holding in top 10: 141128 (-13)

20% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.39B

Holders
2,527
Holders Change
+40
Holders Change %
+1.61%
% of All Funds
36.4%
Holding in Top 10
128
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-9.22%
% of All Funds
1.84%
New
192
Increased
1,015
Reduced
962
Closed
121
Calls
$1.1B
Puts
$1.39B
Net Calls
-$283M
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.2B +$65.9M +117,353 +0.4%
BlackRock
2
BlackRock
New York
$16.8B +$365M +650,038 +2%
State Street
3
State Street
Massachusetts
$9.65B +$60.1M +107,060 +0.6%
Capital World Investors
4
Capital World Investors
California
$7.84B +$691M +1,231,059 +10%
Morgan Stanley
5
Morgan Stanley
New York
$6.83B -$7.49B -13,352,351 -53%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$5.84B +$87.9M +156,675 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$4.72B +$69.3M +123,523 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.34B +$114M +203,298 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.02B -$523M -931,572 -12%
Norges Bank
10
Norges Bank
Norway
$3.45B +$252M +449,387 +8%
Bank of America
11
Bank of America
North Carolina
$2.96B +$104M +184,745 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.57B +$361M +643,385 +17%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$2.5B +$71.2M +126,860 +3%
Franklin Resources
14
Franklin Resources
California
$2.38B +$883M +1,573,399 +62%
Northern Trust
15
Northern Trust
Illinois
$2.13B -$67.1M -119,621 -3%
Polen Capital Management
16
Polen Capital Management
Florida
$1.89B +$688M +1,225,807 +60%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.85B -$34.5M -61,408 -2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.78B +$46.2M +82,387 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.63B -$89.5M -159,524 -5%
Primecap Management
20
Primecap Management
California
$1.6B -$138M -245,315 -8%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$1.49B -$36.1M -64,410 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$1.45B -$41.7M -74,268 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.44B -$30M -53,485 -2%
Charles Schwab
24
Charles Schwab
California
$1.36B +$39.9M +71,153 +3%
UBS Group
25
UBS Group
Switzerland
$1.33B +$108M +191,876 +9%

TMO Hedge Fund Activity: Q1 2024 in Review

2,527 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thermo Fisher Scientific (TMO) for Q1 2024, worth a combined $196B — up 3.9% from $188B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new TMO positions and 121 closed out — a net gain of 71 holders — while 1,015 added to existing stakes and 962 trimmed.

The largest buyer was Franklin Resources, adding an estimated $883M. The largest seller was Morgan Stanley, cutting an estimated $7.49B.

  • 2,527 institutional investors held Thermo Fisher Scientific (TMO) as of Q1 2024, up from 2,487 in Q4 2023.
  • Funds reported $196B of Thermo Fisher Scientific stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 192 funds opened new Thermo Fisher Scientific positions in Q1 2024 and 121 closed out, a net change of +71 holders.
  • The largest Thermo Fisher Scientific buyer in Q1 2024 was Franklin Resources, an estimated $883M added.
  • The largest Thermo Fisher Scientific seller in Q1 2024 was Morgan Stanley, an estimated $7.49B sold.

Based on aggregated 13F filings for Q1 2024.