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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
AIS
501
American Investment Services
Massachusetts
$13.7M -$2.32M -60,257 -16%
II
502
IFM Investors
Australia
$13.6M +$1.6M +41,523 +15%
EFS
503
Essex Financial Services
Connecticut
$13.6M -$921K -23,912 -7%
CCT
504
Country Club Trust
Missouri
$13.6M -$154K -3,989 -1%
LKIM
505
Lawson Kroeker Investment Management
Nebraska
$13.6M -$25.9K -674 -0.2%
V
506
Veritable
Delaware
$13.5M -$172K -4,465 -1%
GJIC
507
Gamble Jones Investment Counsel
California
$13.4M -$441K -11,458 -3%
HA
508
Heartland Advisors
Wisconsin
$13.4M -$122K -3,164 -1%
PA
509
Profund Advisors
Maryland
$13.4M +$1.54M +40,118 +14%
RFA
510
Reilly Financial Advisors
California
$13.3M +$154K +3,989 +1%
OPCM
511
Osborne Partners Capital Management
California
$13.3M +$2.58K +67 +0%
HAI
512
Hennessy Advisors Inc
California
$13.3M -$562K -14,598 -4%
CCP
513
Clarkston Capital Partners
Michigan
$13.2M +$27K +701 +0.2%
CA
514
Callahan Advisors
Texas
$13.2M +$101K +2,617 +0.8%
Daiwa Securities Group
515
Daiwa Securities Group
Japan
$13.2M +$490K +12,733 +4%
BA
516
Bridgewater Associates
Connecticut
$13.2M -$3.56M -92,445 -23%
FBB
517
Fulton Breakefield Broenniman
Maryland
$13.1M -$88.7K -2,304 -0.7%
IIM
518
Intact Investment Management
Quebec, Canada
$13M -$4.58M -118,891 -28%
SAM
519
Strategy Asset Managers
California
$12.9M -$272K -7,078 -2%
RE
520
RBC Europe
United Kingdom
$12.9M +$444K +11,540 +4%
FNBOO
521
First National Bank of Omaha
Nebraska
$12.9M -$147K -3,814 -1%
DC
522
Davenport & Co
Virginia
$12.9M +$1.04M +27,130 +10%
HCM
523
Howard Capital Management
Georgia
$12.9M +$5.31K +138 +0%
FGP
524
Foyston, Gordon, & Payne
Ontario, Canada
$12.8M -$591K -15,364 -5%
BBHC
525
Brown Brothers Harriman & Co
New York
$12.7M +$9.66K +251 +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.