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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
LWM
926
Lyell Wealth Management
California
$4.11M +$76.1K +1,976 +2%
FB
927
Fulton Bank
Pennsylvania
$4.1M +$505K +13,111 +15%
ACP
928
Ashfield Capital Partners
California
$4.09M -$22.3K -579 -0.6%
LFAS
929
Level Four Advisory Services
Texas
$4.08M -$1.36M -35,456 -27%
WPP
930
Whalerock Point Partners
Rhode Island
$4.07M
ECM
931
Endurant Capital Management
California
$4.07M +$2.36M +61,383 +171%
BB
932
Bell Bank
North Dakota
$4.07M -$236K -6,124 -6%
FFWA
933
FRG Family Wealth Advisors
Washington
$4.06M +$340K +8,843 +10%
GP
934
Girard Partners
Pennsylvania
$4.04M -$563K -14,635 -13%
AIM
935
Anchor Investment Management
South Carolina
$4.04M -$36.5K -947 -1%
AC
936
AFAM Capital
Texas
$4.03M -$14.5K -376 -0.4%
CBN
937
Cadence Bank NA
Texas
$4.03M -$6.66K -173 -0.2%
SBSB
938
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.01M -$6.28K -163 -0.2%
PAI
939
Pittenger & Anderson Inc
Nebraska
$3.97M +$223K +5,797 +6%
BAM
940
Belpointe Asset Management
Nevada
$3.97M +$263K +6,841 +8%
CB
941
Cadence Bank
Mississippi
$3.97M +$66.8K +1,734 +2%
FMBTD
942
First Midwest Bank Trust Division
Illinois
$3.96M -$265K -6,894 -7%
SLG
943
Stanley-Laman Group
Pennsylvania
$3.96M -$45.9K -1,192 -1%
BFEC
944
Benjamin F. Edwards & Company
Missouri
$3.96M +$123K +3,193 +3%
AWA
945
Arete Wealth Advisors
Illinois
$3.96M +$12K +313 +0.3%
HC
946
Hampstead Capital
United Kingdom
$3.93M -$564K -14,650 -13%
FNT
947
First Nebraska Trust
Nebraska
$3.93M -$48.5K -1,261 -1%
BCA
948
Benchmark Capital Advisors
New York
$3.93M -$64.9K -1,686 -2%
NIMI
949
Natixis Investment Managers International
France
$3.92M +$601K +15,609 +20%
FCCM
950
First City Capital Management
Georgia
$3.87M -$28.1K -730 -0.8%

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.