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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
PFPT
701
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.17M +$149K +3,883 +2%
KWILP
702
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.16M +$4.3M +111,683 +188%
EM
703
Excalibur Management
Massachusetts
$7.13M -$397K -10,324 -6%
JIC
704
Johnson Investment Counsel
Ohio
$7.09M +$150K +3,896 +2%
HC
705
Hourglass Capital
Texas
$7.08M -$269K -6,999 -4%
BC
706
Burney Company
Virginia
$7.08M -$347K -9,011 -5%
AWM
707
AE Wealth Management
Kansas
$7.07M +$3.16M +82,172 +95%
DWT
708
Dorsey & Whitney Trust
South Dakota
$7.07M -$113K -2,925 -2%
FAM
709
Fred Alger Management
New York
$7.04M +$2.64M +68,510 +69%
OAC
710
OMERS Administration Corp
Ontario, Canada
$7.03M -$1.28M -33,201 -17%
PDN
711
Pensionfund DSM Netherlands
Netherlands
$7.01M
AP
712
Advisor Partners
California
$7M +$350K +9,092 +6%
CM
713
Churchill Management
California
$6.99M -$123K -3,207 -2%
CIC
714
Carnegie Investment Counsel
Ohio
$6.97M +$1.55M +40,193 +31%
AAA
715
Adams Asset Advisors
Texas
$6.95M +$48K +1,246 +0.8%
BOC
716
Barbara Oil Co
Illinois
$6.94M
KIA
717
KCM Investment Advisors
California
$6.89M -$133K -3,462 -2%
FCH
718
Freestone Capital Holdings
Washington
$6.88M -$421K -10,939 -6%
EFIC
719
Eliot Finkel Investment Counsel
California
$6.86M -$303K -7,883 -5%
CWM
720
Catamount Wealth Management
Connecticut
$6.85M +$6.05M +157,143 +2,327%
CC
721
Courier Capital
New York
$6.85M -$145K -3,778 -2%
BWM
722
Buckley Wealth Management
Nevada
$6.84M +$22.6K +588 +0.4%
ACM
723
Argyle Capital Management
Pennsylvania
$6.82M -$11.8K -307 -0.2%
SCI
724
SkyBridge Capital II
New York
$6.81M -$401K -10,418 -6%
LSA
725
L & S Advisors
California
$6.81M +$6.27M +162,770 New

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.