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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
SIM
451
Sentry Investment Management
Wisconsin
$17.4M -$136K -3,525 -0.8%
CFC
452
Cincinnati Financial Corp
Ohio
$17.4M
BPB
453
Badgley, Phelps & Bell
Washington
$17M +$457K +11,873 +3%
NFC
454
Northeast Financial Consultants
Connecticut
$16.8M -$38.3M -994,313 -71%
GAI
455
General American Investors
New York
$16.8M
SCA
456
Stillwater Capital Advisors
Pennsylvania
$16.6M +$116K +3,018 +0.8%
HCMT
457
Highland Capital Management (Tennessee)
Tennessee
$16.3M -$120K -3,110 -0.8%
Jones Financial Companies
458
Jones Financial Companies
Missouri
$16.2M -$123K -3,200 -0.8%
BAM
459
Bruderman Asset Management
New York
$16.2M +$994K +25,815 +7%
KA
460
KLCM Advisors
Wisconsin
$16M -$891K -23,147 -6%
BAPIM
461
British Airways Pensions Investment Management
United Kingdom
$15.9M
11A
462
10-15 Associates
New York
$15.9M +$167K +4,340 +1%
D.E. Shaw & Co
463
D.E. Shaw & Co
New York
$15.9M -$38.5M -1,000,121 -72%
TAM
464
Taurus Asset Management
New York
$15.9M -$42.6K -1,107 -0.3%
ECM
465
Estabrook Capital Management
New York
$15.9M -$1.05M -27,324 -7%
AA
466
Ancora Advisors
Ohio
$15.7M +$2.62M +67,949 +22%
CAN
467
Cetera Advisor Networks
California
$15.7M +$1.39M +36,167 +11%
GGI
468
Godsey & Gibb Inc
Virginia
$15.6M +$120K +3,105 +0.8%
CGH
469
Crossmark Global Holdings
Texas
$15.4M -$103K -2,674 -0.7%
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$15.4M +$3.95M +102,608 +39%
CCM
471
Cadence Capital Management
Massachusetts
$15.3M -$1.02M -26,482 -7%
LSERS
472
Louisiana State Employees Retirement System
Louisiana
$15.1M -$52.7K -1,370 -0.4%
BDS
473
Banco de Sabadell
Florida
$15.1M +$2.72M +70,776 +24%
EWM
474
Evercore Wealth Management
New York
$15.1M -$818K -21,255 -6%
BSA
475
Braun Stacey Associates
New York
$15M -$22.8K -591 -0.2%

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.