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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
DJSG
826
D.J. St. Germain
Massachusetts
$5.26M -$251K -6,522 -5%
PT
827
Plimoth Trust
Massachusetts
$5.25M -$73.2K -1,902 -1%
VIA
828
Vident Investment Advisory
Georgia
$5.22M -$183K -4,765 -4%
YIA
829
YHB Investment Advisors
Connecticut
$5.16M -$55.7K -1,447 -1%
MRCM
830
M&R Capital Management
New Jersey
$5.16M -$19.6K -508 -0.4%
MCP
831
Martin Capital Partners
Oregon
$5.15M +$108K +2,804 +2%
Simplex Trading
832
Simplex Trading
Illinois
$5.14M +$4.74M +123,072 New
AOWM
833
Alpha Omega Wealth Management
Virginia
$5.09M -$36.5K -948 -0.8%
JFA
834
JNBA Financial Advisors
Minnesota
$5.09M +$4.33M +112,487 +1,222%
CS
835
Comerica Securities
Michigan
$5.06M +$29.8K +774 +0.6%
NWP
836
Northstar Wealth Partners
Connecticut
$5.05M +$403K +10,468 +9%
BFO
837
Boston Family Office
Massachusetts
$5.02M +$25.8K +671 +0.6%
Cerity Partners
838
Cerity Partners
New York
$5.02M -$82.7K -2,148 -2%
OSNBOA
839
Old Second National Bank of Aurora
Illinois
$5.02M -$24.5K -636 -0.5%
OLA
840
Oliver Luxxe Assets
New Jersey
$5.01M -$220K -5,715 -5%
CA
841
Cetera Advisors
Colorado
$4.99M +$331K +8,609 +8%
CT
842
Cambridge Trust
Massachusetts
$4.99M +$24.6K +639 +0.5%
CT
843
Coastline Trust
Rhode Island
$4.94M -$32.9K -854 -0.7%
CRB
844
Chad R. Baker
$4.94M
SSWM
845
Smith Salley Wealth Management
North Carolina
$4.93M -$158K -4,117 -3%
DIP
846
DT Investment Partners
Pennsylvania
$4.93M +$273K +7,101 +6%
CWM
847
Calamos Wealth Management
Illinois
$4.93M +$18.2K +472 +0.4%
FTC
848
Farmers Trust Company
Ohio
$4.92M -$54.3K -1,411 -1%
CDH
849
Charles D. Hyman
$4.91M +$21.5K +558 +0.5%
VFA
850
Valeo Financial Advisors
Indiana
$4.9M -$73.2K -1,901 -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.