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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
MIH
326
Madison Investment Holdings
Wisconsin
$30.3M +$3.8M +98,656 +16%
NIM
327
Nexus Investment Management
Ontario, Canada
$30.1M -$344K -8,941 -1%
CPSAC
328
Chas P. Smith & Associates (CPS)
Florida
$29.9M -$271K -7,031 -1%
PA
329
Pinnacle Associates
New York
$29.9M -$294K -7,637 -1%
CIM
330
Corda Investment Management
Texas
$29.8M -$547K -14,220 -2%
JAFL
331
Jay A. Fishman Ltd
Michigan
$29.7M -$162K -4,216 -0.6%
O
332
OrbiMed
New York
$29.5M -$12.7M -330,218 -32%
Fayez Sarofim & Co
333
Fayez Sarofim & Co
Texas
$29.4M -$110K -2,862 -0.4%
CWG
334
C WorldWide Group
Denmark
$29.1M +$5.65M +146,661 +27%
WBC
335
Westpac Banking Corp
Australia
$29.1M +$2.36M +61,379 +10%
JIR
336
James Investment Research
Ohio
$29M -$1.96M -50,961 -7%
BAM
337
Berkshire Asset Management
Pennsylvania
$28.7M +$951K +24,699 +4%
AAMU
338
AEGON Asset Management (UK)
United Kingdom
$28.7M -$630K -16,375 -2%
JAM
339
Jupiter Asset Management
United Kingdom
$28.5M -$1.07M -27,723 -4%
WT
340
Whittier Trust
California
$28.4M -$516K -13,413 -2%
FP
341
Foundry Partners
Minnesota
$28.2M -$1.83M -47,570 -7%
HC
342
Henshaw Capital
Massachusetts
$28.1M +$4.62K +120 +0%
ASC
343
Atalanta Sosnoff Capital
New York
$28M -$160K -4,145 -0.6%
ISL
344
Ingalls & Snyder LLC
New York
$28M +$70.3K +1,827 +0.3%
JCM
345
Janney Capital Management
Pennsylvania
$27.3M -$638K -16,578 -2%
TCM
346
Twin Capital Management
Pennsylvania
$27.3M +$1.54M +40,081 +7%
DIA
347
Dana Investment Advisors
Wisconsin
$27.2M -$1.22M -31,778 -5%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$27.2M +$196K +5,083 +0.8%
PP
349
Palladium Partners
Virginia
$27.1M +$163K +4,244 +0.7%
CTC
350
Central Trust Company
Missouri
$26.7M -$84.9K -2,206 -0.3%

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.