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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
RCAG
801
Rehmann Capital Advisory Group
Michigan
$5.53M +$71.4K +1,854 +1%
PS
802
Pensionfund Sabic
Netherlands
$5.52M
TNBTD
803
Trustmark National Bank Trust Department
Mississippi
$5.51M +$16.4K +426 +0.3%
CAM
804
Carret Asset Management
New York
$5.5M +$14.2K +369 +0.3%
GFA
805
Gifford Fong Associates
California
$5.5M
HDIM
806
Hanson & Doremus Investment Management
Vermont
$5.49M -$58.5K -1,519 -1%
AAM
807
AR Asset Management
California
$5.49M
GCAC
808
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.47M -$173K -4,484 -3%
JAM
809
Jolley Asset Management
North Carolina
$5.47M -$30.5K -791 -0.6%
PFSC
810
Peoples Financial Services Corp
Pennsylvania
$5.45M +$191K +4,953 +4%
MPM
811
Meritage Portfolio Management
Kansas
$5.41M -$49.7K -1,291 -1%
CCM
812
Covington Capital Management
California
$5.39M -$1.09M -28,343 -18%
BA
813
Boston Advisors
Massachusetts
$5.38M -$135K -3,506 -3%
OAM
814
Oxford Asset Management
United Kingdom
$5.38M +$4.96M +128,932 New
AUB
815
Atlantic Union Bankshares
Virginia
$5.37M -$417K -10,829 -8%
VCM
816
Vigilant Capital Management
Maine
$5.37M -$44K -1,142 -0.9%
CL
817
CPWM LLC
Washington
$5.36M -$177K -4,589 -3%
PL
818
Parthenon LLC
Kentucky
$5.35M -$135K -3,494 -3%
OWD
819
Osborn Williams & Donohoe
Ohio
$5.35M -$4.58K -119 -0.1%
WJA
820
Williams Jones & Associates
New York
$5.35M +$47.7K +1,238 +1%
Rockefeller Capital Management
821
Rockefeller Capital Management
New York
$5.34M +$349K +9,077 +8%
CIC
822
Cornercap Investment Counsel
Georgia
$5.34M -$103K -2,683 -2%
RIM
823
Redwood Investment Management
Arizona
$5.31M -$865K -22,481 -15%
MA
824
Marshwinds Advisory
Georgia
$5.29M -$107K -2,785 -2%
MCM
825
Monarch Capital Management
Indiana
$5.27M -$204K -5,291 -4%

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.