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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
MLIC
901
Mandatum Life Insurance Company
Finland
$4.3M +$123K +3,187 +3%
A
902
AustralianSuper
Australia
$4.3M +$592K +15,388 +18%
TF
903
Tompkins Financial
New York
$4.28M -$65.8K -1,709 -2%
Edgewood Management
904
Edgewood Management
Connecticut
$4.27M
MCM
905
McMillion Capital Management
North Carolina
$4.27M +$50.9K +1,322 +1%
BTW
906
Boston Trust Walden
Massachusetts
$4.27M +$1.31K +34 +0%
NAM
907
NTV Asset Management
West Virginia
$4.26M +$25.8K +669 +0.7%
BMO
908
Beck Mack & Oliver
New York
$4.26M
HKIM
909
Hayek Kallen Investment Management
Alabama
$4.26M -$18.9K -492 -0.5%
AT
910
Arden Trust
Delaware
$4.23M +$252K +6,538 +7%
MCM
911
MAI Capital Management
Ohio
$4.22M -$410K -10,639 -10%
EI
912
EDMP Inc
Florida
$4.22M -$20.1K -521 -0.5%
BOCM
913
Bontempo Ohly Capital Management
Maryland
$4.22M +$211K +5,475 +6%
BA
914
Baugh & Associates
Georgia
$4.22M +$32.9K +854 +0.9%
OCM
915
One Capital Management
California
$4.18M -$86K -2,233 -2%
CCG
916
Cypress Capital Group
Florida
$4.17M -$17K -441 -0.4%
HSA
917
HBK Sorce Advisory
Pennsylvania
$4.17M -$57.9K -1,503 -1%
VF
918
Virtu Financial
New York
$4.16M +$267K +6,924 +7%
LCM
919
LVM Capital Management
Michigan
$4.13M -$22.3K -579 -0.6%
CCM
920
Condor Capital Management
New Jersey
$4.13M +$77 +2 +0%
SACTSONJ
921
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.13M
GAM
922
Griffin Asset Management
New York
$4.13M +$227K +5,896 +6%
PIM
923
Penobscot Investment Management
Massachusetts
$4.12M -$7.12K -185 -0.2%
GWM
924
Graybill Wealth Management
Illinois
$4.11M -$55.9K -1,453 -1%
MF
925
MHI Funds
New York
$4.11M -$39K -1,013 -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.