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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
BCM
476
Barometer Capital Management
Ontario, Canada
$15M +$13.8M +358,571 New
SPIA
477
Steward Partners Investment Advisory
New York
$15M +$2.23M +57,819 +19%
WB
478
WesBanco Bank
West Virginia
$14.9M -$133K -3,457 -1%
BUB
479
BBVA USA Bancshares
Texas
$14.9M +$77.5K +2,012 +0.6%
GFPC
480
Global Financial Private Capital
Florida
$14.7M +$483K +12,542 +4%
MHIC
481
Marble Harbor Investment Counsel
Massachusetts
$14.7M -$31.6K -821 -0.2%
WAM
482
World Asset Management
Michigan
$14.7M -$61.3K -1,592 -0.5%
SRAM
483
Stone Ridge Asset Management
New York
$14.7M +$4.13M +107,183 +44%
BBA
484
BLB&B Advisors
Pennsylvania
$14.5M +$411K +10,685 +3%
GHCM
485
Glen Harbor Capital Management
California
$14.3M +$1.07M +27,910 +9%
GMI
486
Greystone Managed Investments
Saskatchewan, Canada
$14.2M -$1.79M -46,516 -12%
JMFC
487
J.M. Forbes & Co
Massachusetts
$14.2M +$8.78K +228 +0.1%
WT
488
Washington Trust
Rhode Island
$14.2M -$456K -11,846 -3%
KFC
489
Klingenstein Fields & Co
New York
$14.2M -$376K -9,778 -3%
CC
490
Cannell & Co
New York
$14.1M -$203K -5,270 -2%
GI
491
GAMCO Investors
Connecticut
$14.1M -$875K -22,734 -6%
LS
492
Livforsakringsbolaget Skandia
Sweden
$14.1M -$4.29M -111,514 -25%
NGM
493
North Growth Management
British Columbia, Canada
$14.1M
TSW
494
Thompson Siegel & Walmsley
Virginia
$14M -$2M -51,859 -13%
MAM
495
Meeder Asset Management
Ohio
$14M +$988K +25,669 +8%
AP
496
Archon Partners
New Jersey
$13.9M
WTC
497
WhitTier Trust Company
Nevada
$13.9M +$23.6K +613 +0.2%
DF
498
Donoghue Forlines
Massachusetts
$13.8M -$5.14M -133,480 -29%
FBP
499
Flippin Bruce & Porter
Virginia
$13.8M +$210K +5,458 +2%
MPWT
500
MassMutual Private Wealth & Trust
Connecticut
$13.8M +$103K +2,674 +0.8%

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.