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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
DILIC
301
Dai-ichi Life Insurance Company
Japan
$34.7M +$5.29M +137,458 +20%
OC
302
Oppenheimer & Co
New York
$34.5M +$496K +12,889 +2%
GIA
303
Guyasuta Investment Advisors
Pennsylvania
$34.4M -$679K -17,649 -2%
VDI
304
Vaughan David Investments
Illinois
$34M -$742K -19,265 -2%
HIMCH
305
Hartford Investment Management Co (HIMCO)
Connecticut
$33.9M -$639K -16,587 -2%
CBOA
306
Commonwealth Bank of Australia
Australia
$33.9M +$69K +1,792 +0.2%
TAF
307
Tredje AP-fonden
Sweden
$33.6M -$16.4M -426,125 -35%
WIC
308
Willis Investment Counsel
Georgia
$33.6M -$2.21M -57,280 -7%
FTIOP
309
Fiduciary Trust International of Pennsylvania
Pennsylvania
$33.4M +$68.3K +1,773 +0.2%
CPC
310
Cookson Peirce & Co
Pennsylvania
$33M +$30.4M +789,847 New
LTFS
311
Ladenburg Thalmann Financial Services
Florida
$32.9M +$1.88M +48,795 +7%
B
312
BP
United Kingdom
$32.7M
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$32.7M +$14.5M +376,115 +93%
DCM
314
Donaldson Capital Management
Indiana
$32.6M +$836K +21,724 +3%
NAM
315
Nissay Asset Management
Japan
$32.4M +$1.27M +32,922 +4%
AB
316
Amalgamated Bank
New York
$32.2M -$703K -18,250 -2%
ACA
317
Anchor Capital Advisors
Massachusetts
$32.1M -$1.02M -26,507 -3%
PR
318
Payden & Rygel
California
$31.9M -$707K -18,361 -2%
AIM
319
Alphinity Investment Management
Australia
$31.8M -$8.04M -208,952 -22%
HW
320
Hancock Whitney
Mississippi
$31.7M +$13.3M +345,215 +84%
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$31.5M +$1,000K +25,972 +4%
OA
322
Oak Associates
Ohio
$30.8M +$20M +520,581 +240%
VMPIC
323
Varma Mutual Pension Insurance Co
Finland
$30.7M
SF
324
Synovus Financial
Georgia
$30.6M +$278K +7,210 +1%
NA
325
Neuburgh Advisers
California
$30.5M +$2.28M +59,309 +9%

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.