We are live on ! Find out more

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
HFA
1026
HC Financial Advisors
California
$3.28M +$15.5K +403 +0.5%
SNT
1027
Security National Trust
West Virginia
$3.27M -$256K -6,650 -8%
PL
1028
Perpetual Ltd
Australia
$3.26M -$495K -12,859 -14%
KC
1029
Kepos Capital
New York
$3.26M -$3.69M -95,927 -55%
RMSCM
1030
R.M. Sincerbeaux Capital Management
New York
$3.26M
SCA
1031
Sage Capital Advisors
South Dakota
$3.25M +$20.2K +524 +0.7%
EHC
1032
Everett Harris & Co
California
$3.24M -$18K -467 -0.6%
BWAM
1033
Boyd Watterson Asset Management
Ohio
$3.23M -$8.01K -208 -0.3%
BHB
1034
Bank Hapoalim BM
Israel
$3.22M +$8.31K +216 +0.3%
AWA
1035
ARS Wealth Advisors
Florida
$3.2M +$174K +4,526 +6%
HIC
1036
Holderness Investments Company
North Carolina
$3.19M +$78.5K +2,040 +3%
WPW
1037
Winthrop Partners - WNY
New York
$3.19M +$143K +3,725 +5%
TNB
1038
Thomasville National Bank
Georgia
$3.18M -$46.3K -1,202 -2%
TC
1039
Telemus Capital
Michigan
$3.18M +$333K +8,648 +13%
BHC
1040
Bowen Hanes & Co
Florida
$3.17M -$32.5K -843 -1%
MGIA
1041
Moneta Group Investment Advisors
Missouri
$3.16M -$273K -7,095 -9%
GIA
1042
Gargoyle Investment Advisor
New Jersey
$3.16M
WIS
1043
Wright Investors Service
Connecticut
$3.16M +$120K +3,105 +4%
SFM
1044
Signet Financial Management
New Jersey
$3.15M +$42.5K +1,104 +1%
BO
1045
Bank OZK
Arkansas
$3.15M -$45.4K -1,180 -2%
CG
1046
Caprock Group
Idaho
$3.14M -$151K -3,922 -5%
SFM
1047
Signature Financial Management
Virginia
$3.13M -$4.54K -118 -0.2%
VFM
1048
Viking Fund Management
North Dakota
$3.13M -$1.91M -49,538 -40%
KWM
1049
Kingsview Wealth Management
Oregon
$3.13M +$231K +6,007 +9%
SIMM
1050
Stillwater Investment Management (Minnesota)
Minnesota
$3.12M -$26.3K -684 -0.9%

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.