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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
CCM
876
Coldstream Capital Management
Washington
$4.57M +$246K +6,391 +6%
HB
877
Homrich & Berg
Georgia
$4.54M +$297K +7,712 +8%
WS
878
Wedbush Securities
California
$4.53M -$427K -11,103 -9%
ST
879
Smithfield Trust
Pennsylvania
$4.51M +$28.2K +732 +0.7%
SWM
880
SeaCrest Wealth Management
New York
$4.51M +$41.8K +1,086 +1%
CBTWT
881
Community Bank & Trust (Waco, Texas)
Texas
$4.5M +$50.2K +1,304 +1%
IRF
882
IBM Retirement Fund
New York
$4.5M -$664K -17,258 -14%
EAM
883
EULAV Asset Management
Florida
$4.5M -$81.2K -2,108 -2%
NSEDCP
884
NJ State Employees Deferred Compensation Plan
New Jersey
$4.49M
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$4.48M -$12K -311 -0.3%
RGI
886
River Global Investors
United Kingdom
$4.48M +$1.73M +45,006 +72%
HCM
887
Hollencrest Capital Management
California
$4.47M +$19.4K +503 +0.5%
IIC
888
Ironwood Investment Counsel
Arizona
$4.47M +$41.3K +1,074 +1%
SIRP
889
Shelter Insurance Retirement Plan
Missouri
$4.46M
FMC
890
First Merchants Corp
Indiana
$4.46M -$30.8K -800 -0.7%
AL
891
Arnhold LLC
New York
$4.45M -$5.5M -142,817 -57%
WA
892
WealthTrust Axiom
Pennsylvania
$4.45M +$67.8K +1,761 +2%
SGA
893
Strategic Global Advisors
California
$4.43M +$350K +9,094 +9%
CGT
894
Capital Guardian Trust
California
$4.42M +$523K +13,581 +15%
OCM
895
Orleans Capital Management
Louisiana
$4.39M +$40.6K +1,054 +1%
SHCM
896
Stokes & Hubbell Capital Management
Louisiana
$4.36M +$54.4K +1,413 +1%
TRIM
897
Thompson Rubinstein Investment Management
Oregon
$4.32M -$8.12K -211 -0.2%
MC
898
Martin Currie
United Kingdom
$4.32M -$6.93M -180,061 -64%
APA
899
American Portfolios Advisors
New York
$4.31M +$258K +6,706 +7%
AMM
900
American Money Management
California
$4.3M +$65.9K +1,711 +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.