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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
KRSITF
851
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.88M +$23.1K +599 +0.5%
CPA
852
Cowen Prime Advisors
New York
$4.87M -$333K -8,643 -7%
AIC
853
Argus Investors Counsel
New York
$4.86M -$142K -3,684 -3%
SFG
854
SNS Financial Group
Minnesota
$4.85M -$93.6K -2,431 -2%
SSB
855
Sandy Spring Bank
Maryland
$4.84M -$353K -9,178 -7%
M
856
MOTCO
Texas
$4.84M -$55.9K -1,451 -1%
NA
857
NewEdge Advisors
Louisiana
$4.84M +$507K +13,176 +13%
CAMG
858
CWA Asset Management Group
Florida
$4.83M -$89.7K -2,330 -2%
AIP
859
Ameritas Investment Partners
Nebraska
$4.83M -$103K -2,664 -2%
MCM
860
Maryland Capital Management
Maryland
$4.83M -$96K -2,495 -2%
GWM
861
Greenwich Wealth Management
Connecticut
$4.81M +$31.2K +811 +0.7%
OP
862
Oldfield Partners
United Kingdom
$4.81M -$32.5K -843 -0.7%
HWM
863
Holloway Wealth Management
Florida
$4.8M
WSCM
864
Wellington Shields Capital Management
New York
$4.75M +$3.39K +88 +0.1%
GC
865
Grace Capital
Massachusetts
$4.74M -$346K -8,990 -7%
FPFS
866
First Personal Financial Services
North Carolina
$4.72M -$162K -4,201 -4%
CA
867
Clearstead Advisors
Ohio
$4.7M -$177K -4,597 -4%
FHB
868
First Hawaiian Bank
Hawaii
$4.67M +$3.28M +85,134 +321%
KS
869
Karpas Strategies
Connecticut
$4.66M
SRC
870
Shufro Rose & Co
New York
$4.64M -$4.04K -105 -0.1%
AIS
871
Accurate Investment Solutions
Pennsylvania
$4.64M +$28.3K +735 +0.7%
CAM
872
Columbia Asset Management
Michigan
$4.63M +$104K +2,707 +3%
SII
873
Silchester International Investors
United Kingdom
$4.6M +$2.34M +60,836 +124%
VCAM
874
Van Cleef Asset Management
Ohio
$4.58M +$5.2K +135 +0.1%
LA
875
LVW Advisors
New York
$4.58M -$44.5K -1,155 -1%

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.