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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
EWM
676
Endurance Wealth Management
Rhode Island
$7.63M -$84.2K -2,187 -1%
AHC
677
Adell Harriman & Carpenter
Texas
$7.63M +$113K +2,935 +2%
PCA
678
Private Capital Advisors
Connecticut
$7.62M +$31.1K +808 +0.4%
SWM
679
SVA Wealth Management
Wisconsin
$7.57M +$3.77K +98 +0.1%
FFSOTS
680
Fiduciary Financial Services of The Southwest
Texas
$7.54M +$84K +2,183 +1%
BCM
681
Brookstone Capital Management
Illinois
$7.54M -$1.17M -30,301 -14%
BCM
682
Birmingham Capital Management
Alabama
$7.5M -$95.2K -2,472 -1%
NAM
683
North American Management
Massachusetts
$7.49M -$487K -12,638 -7%
SCM
684
Salem Capital Management
Massachusetts
$7.48M -$51.6K -1,340 -0.7%
NSIM
685
North Star Investment Management
Illinois
$7.44M +$77.3K +2,008 +1%
HVIA
686
Hudson Valley Investment Advisors
New York
$7.43M -$20K -520 -0.3%
RT
687
Rockland Trust
Massachusetts
$7.43M -$677K -17,592 -9%
DWM
688
Dorchester Wealth Management
Quebec, Canada
$7.43M -$17.2K -448 -0.3%
Millennium Management
689
Millennium Management
New York
$7.39M -$10.5M -272,579 -61%
BFA
690
Bragg Financial Advisors
North Carolina
$7.39M +$85.1K +2,210 +1%
CRC
691
Curi RMB Capital
Illinois
$7.33M +$3.64M +94,633 +117%
LDB
692
Lee, Danner & Bass
Tennessee
$7.32M -$175K -4,551 -3%
CIC
693
Canal Insurance Company
South Carolina
$7.32M
VFA
694
Voya Financial Advisors
Connecticut
$7.31M +$435K +11,287 +7%
DCM
695
Dupont Capital Management
Delaware
$7.3M -$223K -5,797 -3%
CAM
696
Cubic Asset Management
Massachusetts
$7.3M +$10.2K +264 +0.2%
TG
697
TCW Group
California
$7.25M -$181K -4,714 -3%
GCA
698
Greenwood Capital Associates
South Carolina
$7.22M -$201K -5,220 -3%
CIA
699
Choate Investment Advisors
Massachusetts
$7.22M -$776K -20,157 -10%
VIA
700
Vantage Investment Advisors
Pennsylvania
$7.19M +$293K +7,622 +5%

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.