We are live on ! Find out more

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
FWIA
526
Fort Washington Investment Advisors
Ohio
$12.7M -$34.3K -890 -0.3%
ECM
527
Element Capital Management
New York
$12.7M +$10M +260,790 +617%
CBT
528
Capital Bank & Trust
California
$12.6M +$149K +3,858 +1%
MAM
529
Majedie Asset Management
United Kingdom
$12.6M +$413K +10,738 +4%
BC
530
Brinker Capital
Pennsylvania
$12.4M +$223K +5,784 +2%
GCC
531
Guardian Capital (Canada)
Ontario, Canada
$12.4M +$28.5K +741 +0.3%
SB
532
Simmons Bank
Arkansas
$12.3M +$594K +15,423 +6%
EOJOAM
533
E. Ohman J:or Asset Management
Sweden
$12.3M +$945K +24,558 +9%
FAAS
534
First Allied Advisory Services
California
$12.2M +$232K +6,018 +2%
EWM
535
Edge Wealth Management
New York
$12.2M -$1.7M -44,252 -13%
UR
536
USCA RIA
Texas
$12.2M -$7.32M -190,067 -39%
JAM
537
JCIC Asset Management
Ontario, Canada
$12.2M +$1.14M +29,665 +11%
UIM
538
USS Investment Management
United Kingdom
$12.2M
TCOV
539
Trust Company of Vermont
Vermont
$12.1M -$301K -7,809 -3%
BAAM
540
Baker Avenue Asset Management
California
$12M +$965K +25,073 +10%
VCA
541
Verdence Capital Advisors
Maryland
$11.9M -$879K -22,839 -7%
GT
542
Glenview Trust
Kentucky
$11.9M +$666K +17,288 +6%
BFG
543
Beacon Financial Group
Texas
$11.9M -$644K -16,737 -6%
FWCM
544
Ferguson Wellman Capital Management
Oregon
$11.7M +$6.54K +170 +0.1%
UIC
545
Uniplan Investment Counsel
Wisconsin
$11.7M -$1.74M -45,160 -14%
BHWM
546
Bar Harbor Wealth Management
New Hampshire
$11.6M +$1.19K +31 +0%
FM
547
Foster & Motley
Ohio
$11.6M -$234K -6,068 -2%
ONB
548
Old National Bancorp
Indiana
$11.5M -$310K -8,045 -3%
SIC
549
Salem Investment Counselors
North Carolina
$11.5M -$794K -20,620 -7%
CFG
550
Citizens Financial Group
Rhode Island
$11.4M +$6.51M +169,086 +161%

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.