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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
BF
351
BOK Financial
Oklahoma
$26.4M +$1.8M +46,810 +8%
PC
352
PM Capital
Australia
$26.4M -$10.3M -267,485 -30%
AG
353
Advisor Group
Arizona
$26.4M +$5.35M +138,922 +28%
SAM
354
Securian Asset Management
Minnesota
$26.3M +$61.9K +1,609 +0.3%
PSUF
355
People's United Financial
Connecticut
$26.3M -$184K -4,769 -0.8%
RAM
356
RWC Asset Management
United Kingdom
$26.2M -$6.63M -172,128 -22%
OCM
357
Oakview Capital Management
Texas
$26.1M -$5.62M -145,982 -19%
DRZID
358
DePrince Race & Zollo Inc (DRZ)
Florida
$25.9M -$4.37M -113,545 -15%
RIG
359
Roosevelt Investment Group
New York
$25.8M +$1.87M +48,641 +9%
FFIC
360
First Fiduciary Investment Counsel
Ohio
$25.8M -$1.87M -48,468 -7%
FCI
361
Financial Counselors Inc
Kansas
$25.8M -$1.74M -45,155 -7%
ACM
362
Argent Capital Management
Missouri
$25.6M -$2.06M -53,496 -8%
LOAMS
363
Lombard Odier Asset Management (Switzerland)
Switzerland
$25.6M +$8.93M +231,880 +61%
PG
364
Pendal Group
Australia
$25.4M +$9.93M +257,910 +74%
TRSOTSOK
365
Teachers Retirement System of the State of Kentucky
Kentucky
$25.3M -$2.95M -76,679 -11%
CA
366
Cornerstone Advisors
North Carolina
$25.3M +$23.3M +604,996 New
FCM
367
Flinton Capital Management
Pennsylvania
$25.1M +$1.88M +48,842 +9%
ACM
368
Azimuth Capital Management
Michigan
$25M -$274K -7,127 -1%
WCM
369
Windward Capital Management
California
$24.9M +$2.62K +68 +0%
Connor, Clark & Lunn Investment Management (CC&L)
370
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.6M -$19M -494,457 -46%
BC
371
Bruce & Co
Illinois
$24.5M
ADEF
372
Adams Diversified Equity Fund
Maryland
$24.3M
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$24.3M +$958K +24,874 +4%
FT
374
Fiduciary Trust
Massachusetts
$24.2M +$39.5K +1,026 +0.2%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$24.2M -$1.21M -31,425 -5%

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.