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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
GP
576
Greenline Partners
New York
$10.3M -$68.1K -1,770 -0.7%
MAA
577
Matrix Asset Advisors
New York
$10.3M -$600K -15,590 -6%
LMGAM
578
Liberty Mutual Group Asset Management
Massachusetts
$10.3M
1IA
579
1834 Investment Advisors
Wisconsin
$10.3M -$158K -4,110 -2%
MBTD
580
Mechanics Bank - Trust Department
California
$10.2M -$50.8K -1,319 -0.5%
PCM
581
Parsons Capital Management
Rhode Island
$10.1M -$51K -1,325 -0.5%
SBWIC
582
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.1M +$47.5K +1,233 +0.5%
CCT
583
Chemung Canal Trust
New York
$9.93M -$271K -7,044 -3%
BCM
584
Beddow Capital Management
Wyoming
$9.92M -$834K -21,665 -8%
BCM
585
Buckhead Capital Management
Georgia
$9.82M -$99.6K -2,586 -1%
HT
586
HighTower Trust
Texas
$9.77M
CTA
587
Chesley Taft & Associates
Illinois
$9.77M -$1.62K -42 -0%
CVM
588
Cheviot Value Management
California
$9.72M -$260K -6,745 -3%
SCM
589
Shelton Capital Management
Colorado
$9.7M +$6.28M +163,100 +236%
BIA
590
Barry Investment Advisors
Massachusetts
$9.64M -$2.84M -73,723 -24%
CNBT
591
Canandaigua National Bank & Trust
New York
$9.6M +$113K +2,932 +1%
RWA
592
Ropes Wealth Advisors
Massachusetts
$9.6M -$152K -3,943 -2%
CFB
593
Cullen/Frost Bankers
Texas
$9.59M -$567K -14,731 -6%
NEPPG
594
New England Professional Planning Group
Rhode Island
$9.55M -$312K -8,114 -3%
WorldQuant Millennium Advisors
595
WorldQuant Millennium Advisors
New York
$9.55M +$369K +9,592 +4%
BCM
596
BTR Capital Management
California
$9.54M -$1.44M -37,480 -14%
SMI
597
Shelter Mutual Insurance
Missouri
$9.52M
FPCM
598
Financial Partners Capital Management
New York
$9.51M -$2.45M -63,578 -22%
RW
599
Rand Wealth
Maryland
$9.49M -$120K -3,129 -1%
MC
600
Moors & Cabot
Massachusetts
$9.47M +$167K +4,345 +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.