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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
GG
601
Greenwood Gearhart
Arkansas
$9.46M +$110K +2,864 +1%
VWM
602
Valley Wealth Managers
New Jersey
$9.45M +$6.59M +171,059 +312%
CC
603
ClearArc Capital
Ohio
$9.44M +$2.05M +53,295 +31%
CI
604
Cigna Investments
Connecticut
$9.43M -$641K -16,655 -7%
CFSG
605
Community Financial Services Group
Vermont
$9.4M -$135K -3,510 -2%
MIA
606
MainStreet Investment Advisors
Illinois
$9.38M -$316K -8,205 -4%
GLA
607
Great Lakes Advisors
Illinois
$9.36M +$7.63M +198,247 +772%
MA
608
Montag & Associates
Georgia
$9.34M +$771K +20,035 +10%
HCM
609
Highbridge Capital Management
New York
$9.33M +$8.59M +223,057 New
NSAM
610
North Star Asset Management
Wisconsin
$9.32M -$168K -4,357 -2%
AI
611
Atria Investments
North Carolina
$9.3M -$295K -7,666 -3%
CCP
612
Clough Capital Partners
Massachusetts
$9.29M
AF
613
Alerus Financial
North Dakota
$9.27M -$226K -5,867 -3%
OI
614
Oakbrook Investments
Illinois
$9.24M +$4.39M +114,011 +106%
SFS
615
Sowell Financial Services
Arkansas
$9.23M +$8.5M +220,677 New
PNC
616
Park National Corp
Ohio
$9.16M -$211K -5,473 -2%
BIAS
617
Beacon Investment Advisory Services
New Jersey
$9.15M -$40.7K -1,058 -0.5%
SGCA
618
Steel Grove Capital Advisors
Tennessee
$9.12M +$834K +21,652 +11%
IEFM
619
IQ EQ Fund Management
Ireland
$9.12M -$3.26M -84,766 -29%
MC
620
Maverick Capital
Texas
$9.03M +$8.32M +216,017 New
NC
621
Northpointe Capital
Michigan
$9.03M -$87K -2,259 -1%
CIP
622
Convergence Investment Partners
Florida
$9.02M -$4.9M -127,191 -37%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$8.96M +$189K +4,909 +2%
WA
624
Wasatch Advisors
Utah
$8.9M -$3.45M -89,713 -30%
BOH
625
Bank of Hawaii
Hawaii
$8.85M +$81.9K +2,127 +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.