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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
DIA
376
Davidson Investment Advisors
Montana
$23.8M +$166K +4,314 +0.8%
CS
377
Candriam SCA
Luxembourg
$23.8M -$1.82M -47,403 -8%
FRM
378
Foundation Resource Management
Arkansas
$23.8M -$8.56M -222,312 -28%
RJT
379
Raymond James Trust
Florida
$23.7M -$241K -6,259 -1%
KBG
380
Kahn Brothers Group
New York
$23.7M -$392K -10,179 -2%
B
381
Barings
North Carolina
$23.3M +$5.9M +153,159 +38%
UB
382
UMB Bank
Missouri
$23.2M +$6.79M +176,327 +47%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$23M -$1.11M -28,774 -5%
DWM
384
Doyle Wealth Management
Florida
$22.9M +$118K +3,069 +0.6%
MNBTD
385
Moody National Bank Trust Division
Texas
$22.6M +$16.8M +437,700 +429%
AII
386
AGF Investments Inc
Ontario, Canada
$22.5M -$5.39M -139,930 -21%
LCM
387
Logan Capital Management
Pennsylvania
$22.5M +$13.6K +353 +0.1%
AIA
388
Affinity Investment Advisors
California
$22.4M +$1.86M +48,339 +10%
RCM
389
Riverhead Capital Management
Delaware
$22.3M +$1.58M +41,139 +8%
CIP
390
Chartwell Investment Partners
Pennsylvania
$22.2M -$1.97M -51,194 -9%
DWM
391
Destination Wealth Management
California
$22.2M +$82.9K +2,153 +0.4%
GH
392
GAM Holding
Switzerland
$22.1M +$695K +18,060 +4%
AIL
393
AGF Investments LLC
Ontario, Canada
$22M -$3.86M -100,279 -16%
CSIC
394
Clifford Swan Investment Counsel
California
$21.7M -$413K -10,740 -2%
ANI
395
American National Insurance
Texas
$21.5M -$2.63M -68,269 -12%
HCM
396
Huber Capital Management
California
$21.4M -$4.03M -104,768 -17%
HTC
397
Haverford Trust Company
Pennsylvania
$21.3M -$231K -6,012 -1%
PIA
398
Piedmont Investment Advisors
North Carolina
$21.2M -$9.68M -251,506 -33%
COPPSERS
399
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.2M -$5.33M -138,380 -21%
PAM
400
Private Asset Management
California
$21.1M -$17.4K -451 -0.1%

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.