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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
GC
626
Gratus Capital
Georgia
$8.84M +$175K +4,553 +2%
TBA
627
Tower Bridge Advisors
Pennsylvania
$8.82M -$40K -1,038 -0.5%
AMI
628
Amica Mutual Insurance
Rhode Island
$8.79M
CFA
629
Carroll Financial Associates
North Carolina
$8.77M -$717K -18,621 -8%
LA
630
Lynch & Associates
Indiana
$8.76M -$167K -4,348 -2%
WCMN
631
Westchester Capital Management (Nebraska)
Nebraska
$8.75M -$50.1K -1,302 -0.6%
KFP
632
Keystone Financial Planning
Ohio
$8.71M -$214K -5,554 -3%
DY
633
Dowling & Yahnke
California
$8.71M -$128K -3,314 -2%
LFR
634
Lehman Financial Resources
Pennsylvania
$8.7M -$133K -3,463 -2%
APFBOT
635
Amica Pension Fund Board of Trustees
Rhode Island
$8.7M
SGAM
636
Steinberg Global Asset Management
Florida
$8.68M +$346 +9 +0%
KPCM
637
Kings Point Capital Management
New York
$8.68M -$4.12K -107 -0.1%
W
638
Wealthfront
California
$8.66M +$227K +5,898 +3%
CCA
639
Catalyst Capital Advisors
New York
$8.59M +$7.91M +205,530 New
RHAM
640
Round Hill Asset Management
California
$8.56M +$43.4K +1,128 +0.6%
FHA
641
First Horizon Advisors
Tennessee
$8.53M +$102K +2,656 +1%
MYLI
642
Meiji Yasuda Life Insurance
Japan
$8.46M +$189K +4,909 +2%
GIM
643
Goelzer Investment Management
Indiana
$8.41M -$24.1K -625 -0.3%
NB
644
NBT Bank
New York
$8.41M -$396K -10,290 -5%
GIM
645
Grassi Investment Management
California
$8.38M -$12.9K -336 -0.2%
BPM
646
Bowling Portfolio Management
Ohio
$8.36M -$312K -8,105 -4%
NWM
647
Nicola Wealth Management
British Columbia, Canada
$8.32M +$1.2M +31,199 +21%
SLI
648
Sumitomo Life Insurance
Japan
$8.31M -$585K -15,191 -7%
NRS
649
Neville Rodie & Shaw
New York
$8.31M -$234K -6,086 -3%
AA
650
Apriem Advisors
California
$8.31M -$140K -3,633 -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.