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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
VNA
1001
Valley National Advisers
Pennsylvania
$3.52M +$71.3K +1,851 +2%
SWMG
1002
Signature Wealth Management Group
Georgia
$3.51M -$30.5K -793 -0.9%
ET
1003
Equitable Trust
Tennessee
$3.51M +$16.1K +419 +0.5%
CCA
1004
Checchi Capital Advisers
California
$3.51M +$262K +6,811 +9%
RIA
1005
Regal Investment Advisors
Michigan
$3.51M +$1.9M +49,362 +143%
IMOV
1006
Investment Management of Virginia
Virginia
$3.5M -$1.42K -37 -0%
WB
1007
Webster Bank
Connecticut
$3.47M -$3.45M -89,559 -52%
GSBTD
1008
Glenview State Bank Trust Department
Illinois
$3.46M -$229K -5,955 -7%
BE
1009
Bonness Enterprises
District of Columbia
$3.46M
SA
1010
Strategic Advisors
New York
$3.46M -$3.89K -101 -0.1%
PWW
1011
Pettyjohn Wood & White
Virginia
$3.46M -$70.6K -1,834 -2%
SC
1012
Searle & Co
Connecticut
$3.45M -$4.04K -105 -0.1%
GC
1013
Grimes & Company
Massachusetts
$3.45M +$46.9K +1,217 +1%
TIM
1014
Thompson Investment Management
Wisconsin
$3.4M -$202K -5,254 -6%
LJAC
1015
L.J. Altfest & Co
New York
$3.38M -$147K -3,818 -5%
ST
1016
Spinnaker Trust
Maine
$3.37M +$162K +4,206 +6%
AAM
1017
Auxier Asset Management
Oregon
$3.34M -$12.2K -316 -0.4%
HCM
1018
Howland Capital Management
Massachusetts
$3.34M -$5.2K -135 -0.2%
BCM
1019
Boltwood Capital Management
California
$3.33M -$54.7K -1,422 -2%
AWM
1020
Altavista Wealth Management
North Carolina
$3.32M -$26.4K -687 -0.9%
HR
1021
Howe & Rusling
New York
$3.32M -$11.1M -287,496 -78%
TCOT
1022
Trust Company of Toledo
Ohio
$3.32M +$26.9K +699 +0.9%
CIA
1023
Covington Investment Advisors
Pennsylvania
$3.29M -$9.55K -248 -0.3%
IHL
1024
Investment House LLC
California
$3.29M -$89K -2,311 -3%
Envestnet Asset Management
1025
Envestnet Asset Management
Illinois
$3.28M -$16.7M -434,586 -85%

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.