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2,256 hedge funds and large institutions have $185B invested in Pfizer in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 812 increasing their positions, 1,073 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 56

48% more funds holding in top 10

Funds holding in top 10: 176260 (+84)

22% more capital invested

Capital invested by funds: $152B → $185B (+$33.8B)

15% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.14B

2% more funds holding

Funds holding: 2,2042,256 (+52)

0.02% more ownership

Funds ownership: 75.69%75.71% (+0.02%)

24% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,073

Holders
2,256
Holders Change
+52
Holders Change %
+2.36%
% of All Funds
51.58%
Holding in Top 10
260
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+47.73%
% of All Funds
5.94%
New
126
Increased
812
Reduced
1,073
Closed
56
Calls
$1.32B
Puts
$1.14B
Net Calls
+$176M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
226
South Dakota Investment Council
South Dakota
$62.1M -$11M -285,265 -16%
CA
227
Commerzbank Aktiengesellschaft
Germany
$60.6M +$15.7M +408,163 +39%
AIA
228
Avalon Investment & Advisory
Texas
$60.1M -$10.2M -266,132 -16%
TCM
229
Tekla Capital Management
Massachusetts
$59.7M -$40.8M -1,059,896 -43%
DnB Asset Management
230
DnB Asset Management
Norway
$59.2M +$4.75M +123,305 +10%
ORIO
231
Old Republic International (ORI)
Illinois
$59.2M
MIP
232
Mondrian Investment Partners
United Kingdom
$58.4M -$44.6M -1,158,760 -45%
TPSF
233
Texas Permanent School Fund
Texas
$58M -$4.52M -117,478 -8%
UH
234
Unigestion Holding
Switzerland
$57.9M -$8.36M -217,275 -14%
ERSOT
235
Employees Retirement System of Texas
Texas
$57.8M +$5.18M +134,596 +11%
Nomura Asset Management
236
Nomura Asset Management
Japan
$57.6M -$1.77M -45,907 -3%
Brown Advisory
237
Brown Advisory
Maryland
$55.8M -$454K -11,788 -0.9%
CI
238
Conning Inc
Connecticut
$55.8M -$3.71M -96,432 -7%
HPC
239
HM Payson & Co
Maine
$55.6M -$9.18M -238,388 -15%
Los Angeles Capital Management
240
Los Angeles Capital Management
California
$55.6M -$1.47M -38,155 -3%
NC
241
Nicholas Company
Wisconsin
$55.1M -$1.34M -34,782 -3%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$54.3M +$7.14M +185,583 +17%
SBH
243
Segall Bryant & Hamill
Illinois
$53.8M -$837K -21,738 -2%
KCM
244
Kornitzer Capital Management
Kansas
$53.5M -$291K -7,567 -0.6%
SC
245
Saturna Capital
Washington
$52.7M -$4.08K -106 -0%
NB
246
Norinchukin Bank
Japan
$52.3M +$2.25M +58,490 +5%
MIS
247
Morningstar Investment Services
Illinois
$50.9M -$3.36M -87,270 -7%
SC
248
Scotia Capital
Ontario, Canada
$50.6M -$4.71M -122,294 -9%
XK
249
Xact Kapitalforvaltning
Sweden
$50.2M -$3.65M -94,838 -7%
ZIG
250
Zurich Insurance Group
Switzerland
$49.7M +$4.88M +126,888 +12%

PFE Hedge Fund Activity: Q3 2018 in Review

2,256 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2018, worth a combined $185B — up 22% from $152B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PFE positions and 56 closed out — a net gain of 70 holders — while 812 added to existing stakes and 1,073 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.92B. The largest seller was Franklin Resources, cutting an estimated $460M.

  • 2,256 institutional investors held Pfizer (PFE) as of Q3 2018, up from 2,204 in Q2 2018.
  • Funds reported $185B of Pfizer stock for Q3 2018, up 22% quarter-over-quarter.
  • 126 funds opened new Pfizer positions in Q3 2018 and 56 closed out, a net change of +70 holders.
  • The largest Pfizer buyer in Q3 2018 was Capital World Investors, an estimated $1.92B added.
  • The largest Pfizer seller in Q3 2018 was Franklin Resources, an estimated $460M sold.

Based on aggregated 13F filings for Q3 2018.