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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
BIC
726
Beach Investment Counsel
Pennsylvania
$6.78M
HAIM
727
Hunter Associates Investment Management
Pennsylvania
$6.77M -$7.89K -205 -0.1%
WIM
728
Waverton Investment Management
United Kingdom
$6.74M -$131K -3,399 -2%
BCWM
729
Bartlett & Co Wealth Management
Ohio
$6.74M -$37.1K -963 -0.6%
BC
730
Bartlett & Co
Ohio
$6.74M -$37.1K -963 -0.6%
GCM
731
Garland Capital Management
Washington
$6.73M -$49.3K -1,280 -0.8%
FCBT
732
First Citizens Bank & Trust
North Carolina
$6.66M -$33.9K -881 -0.6%
WPIC
733
White Pine Investment Company
Michigan
$6.66M -$19.7K -511 -0.3%
MIC
734
MU Investments Company
Japan
$6.65M
SCA
735
Snowden Capital Advisors
New York
$6.64M +$303K +7,870 +5%
BAM
736
Boyar Asset Management
New York
$6.64M -$20.3K -527 -0.3%
WWM
737
Willingdon Wealth Management
North Carolina
$6.62M +$13.4K +347 +0.2%
NEI
738
Northwest & Ethical Investments
Ontario, Canada
$6.59M +$91.3K +2,371 +2%
NEAM
739
New England Asset Management
Connecticut
$6.58M +$16K +416 +0.3%
WC
740
Woodstock Corp
Massachusetts
$6.55M -$52.5K -1,365 -0.9%
BIM
741
Bridges Investment Management
Nebraska
$6.53M -$164K -4,271 -3%
SFWA
742
Summit Financial Wealth Advisors
Louisiana
$6.51M +$2.21M +57,451 +56%
PI
743
Pettee Investors
Connecticut
$6.51M
WIA
744
Wealthstreet Investment Advisors
Texas
$6.49M -$8.28K -215 -0.1%
NIM
745
Northeast Investment Management
Massachusetts
$6.49M -$34.8K -903 -0.6%
PLFAM
746
Pineno Levin & Ford Asset Management
Virginia
$6.45M -$7.12K -185 -0.1%
MIM
747
Marco Investment Management
Georgia
$6.44M -$2.54K -66 -0%
AAF
748
Andra AP-fonden
Sweden
$6.4M -$40.6K -1,054 -0.7%
TW
749
Transform Wealth
Colorado
$6.37M -$45.8K -1,189 -0.8%
SWP
750
Stratos Wealth Partners
Ohio
$6.36M -$591K -15,343 -9%

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.