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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
DSC
951
Duncker Streett & Co
Missouri
$3.87M +$41K +1,065 +1%
CHC
952
City Holding Co
West Virginia
$3.87M +$37.2K +967 +1%
OMC
953
Overbrook Management Corp
New York
$3.87M +$2.03M +52,658 +132%
JWBC
954
J.W. Burns & Co
New York
$3.85M +$40.3K +1,047 +1%
BAS
955
Brown Advisory Securities
Maryland
$3.83M -$97.5K -2,532 -3%
YWP
956
YorkBridge Wealth Partners
New York
$3.81M +$31.1K +808 +0.9%
CK
957
Cohen Klingenstein
New York
$3.79M
Loomis, Sayles & Company
958
Loomis, Sayles & Company
Massachusetts
$3.79M -$11.6M -300,848 -77%
TYCC
959
Texas Yale Capital Corp
Florida
$3.78M +$97.4K +2,529 +3%
GCC
960
Game Creek Capital
Massachusetts
$3.78M -$1.19M -30,829 -25%
NPA
961
Nichols & Pratt Advisers
Massachusetts
$3.78M -$60.9K -1,581 -2%
BRWA
962
B. Riley Wealth Advisors
Florida
$3.77M +$228K +5,929 +7%
BSW
963
Buckingham Strategic Wealth
Missouri
$3.77M -$309K -8,030 -8%
DDC
964
DF Dent & Co
Maryland
$3.77M -$17.4K -452 -0.5%
VCM
965
Virtue Capital Management
Tennessee
$3.77M +$1.66M +43,248 +92%
HAM
966
Hammer Asset Management
California
$3.75M -$407K -10,579 -11%
PVWM
967
Point View Wealth Management
New Jersey
$3.75M +$7.89K +205 +0.2%
FIM
968
Freedom Investment Management
Connecticut
$3.75M -$25.4K -660 -0.7%
HCMNY
969
Howard Capital Management (New York)
New York
$3.74M -$19.7K -512 -0.6%
WF
970
WoodTrust Financial
Wisconsin
$3.74M +$31.5K +818 +0.9%
ANB
971
Amarillo National Bank
Texas
$3.73M +$2.39M +62,186 +229%
SYBT
972
Stock Yards Bank & Trust
Kentucky
$3.73M +$24.5K +636 +0.7%
ECML
973
Eagle Capital Management (Louisiana)
Louisiana
$3.72M +$47.6K +1,236 +1%
GWM
974
Geneos Wealth Management
Colorado
$3.71M +$152K +3,954 +5%
MC
975
MRJ Capital
New York
$3.71M -$40.6K -1,054 -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.