Pfizer
PFE
2,204 hedge funds and large institutions have $152B invested in Pfizer in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 821 increasing their positions, 1,048 reducing their positions, and 83 closing their positions.
1% more capital invested
Capital invested by funds: $150B → $152B (+$1.9B)
0.81% more ownership
Funds ownership: 74.87% → 75.69% (+0.81%)
4% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 83
5% less call options, than puts
Call options by funds: $911M | Put options by funds: $961M
1% less funds holding
Funds holding: 2,229 → 2,204 (-25)
2% less funds holding in top 10
Funds holding in top 10: 180 → 176 (-4)
22% less repeat investments, than reductions
Existing positions increased: 821 | Existing positions reduced: 1,048
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$753M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$346M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$284M |
| 4 |
JP Morgan Chase
New York
|
+$259M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$254M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$335M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$320M |
| 3 |
Two Sigma Advisers
New York
|
-$262M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$212M |
| 5 |
State Street
Boston,
Massachusetts
|
-$206M |
PFE Hedge Fund Activity: Q2 2018 in Review
2,204 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2018, worth a combined $152B — up 1.3% from $150B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of PFE and 80 opened new positions — a net loss of 3 holders — while 1,048 trimmed existing stakes and 821 added.
The largest buyer was Capital World Investors, adding an estimated $753M. The largest seller was Goldman Sachs, cutting an estimated $335M.
- 2,204 institutional investors held Pfizer (PFE) as of Q2 2018, down from 2,229 in Q1 2018.
- Funds reported $152B of Pfizer stock for Q2 2018, up 1.3% quarter-over-quarter.
- 80 funds opened new Pfizer positions in Q2 2018 and 83 closed out, a net change of -3 holders.
- The largest Pfizer buyer in Q2 2018 was Capital World Investors, an estimated $753M added.
- The largest Pfizer seller in Q2 2018 was Goldman Sachs, an estimated $335M sold.
Based on aggregated 13F filings for Q2 2018.