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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
SI
401
Stephens Inc
Arkansas
$21M +$652K +16,933 +3%
PI
402
PineBridge Investments
New York
$21M -$2.15M -55,858 -10%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$20.9M -$659K -17,125 -3%
PWP
404
Private Wealth Partners
California
$20.4M +$17.2K +446 +0.1%
GG
405
Gofen & Glossberg
Illinois
$20.4M -$134K -3,478 -0.7%
RC
406
RegentAtlantic Capital
New Jersey
$20.2M +$489K +12,692 +3%
BB
407
Busey Bank
Illinois
$20M +$95.9K +2,490 +0.5%
OTPPB
408
Ontario Teachers' Pension Plan Board
Ontario, Canada
$20M -$1.35M -35,017 -7%
GAM
409
Gotham Asset Management
New York
$20M -$33.3M -863,919 -64%
DMK
410
David M. Knott
$19.8M
SAM
411
Sectoral Asset Management
Quebec, Canada
$19.8M -$1.64M -42,581 -8%
JGUA
412
John G. Ullman & Associates
New York
$19.8M +$6.66K +173 +0%
TAM
413
Tyers Asset Management
Texas
$19.7M +$1.48M +38,376 +9%
MME
414
Meag Munich Ergo
Germany
$19.6M +$4.89K +127 +0%
HAM
415
Highstreet Asset Management
Ontario, Canada
$19.5M -$15.6M -404,960 -46%
BS
416
Banco Santander
Spain
$19.4M +$5.16M +133,955 +41%
CIA
417
Capital Investment Advisors
Georgia
$19.3M +$225K +5,839 +1%
BC
418
Blackhill Capital
New Jersey
$19.2M
Balyasny Asset Management
419
Balyasny Asset Management
Illinois
$19.1M +$14.6M +379,344 +490%
Dodge & Cox
420
Dodge & Cox
California
$19.1M -$44.7K -1,160 -0.3%
CTB
421
Country Trust Bank
Illinois
$18.9M -$16.3M -423,097 -48%
MYAM
422
Meiji Yasuda Asset Management
Japan
$18.9M +$446K +11,584 +3%
CTA
423
Carillon Tower Advisers
Florida
$18.8M -$5.54M -143,843 -24%
ABTD
424
Arvest Bank Trust Division
Oklahoma
$18.8M -$240K -6,229 -1%
OAM
425
Oppenheimer Asset Management
New York
$18.8M -$261K -6,772 -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.