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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
APP
1051
Avantax Planning Partners
Iowa
$3.12M +$195K +5,067 +7%
RWM
1052
Rench Wealth Management
Texas
$3.11M -$42.3K -1,099 -1%
HAG
1053
HighPoint Advisor Group
Illinois
$3.11M -$42.4K -1,101 -1%
WFG
1054
Wills Financial Group
Virginia
$3.1M +$63.9K +1,660 +2%
VAM
1055
Visionary Asset Management
Texas
$3.1M -$140K -3,644 -5%
LCP
1056
Legacy Capital Partners
Wisconsin
$3.08M +$73.9K +1,919 +3%
LIC
1057
Lodestar Investment Counsel
Illinois
$3.07M
LIM
1058
Loudon Investment Management
New Hampshire
$3.07M -$165K -4,290 -6%
HW
1059
Hedeker Wealth
Illinois
$3.06M -$53.7K -1,394 -2%
CCM
1060
Cohen Capital Management
California
$3.06M
TWA
1061
TCI Wealth Advisors
Arizona
$3.05M -$37.6K -978 -1%
ACP
1062
Aviance Capital Partners
Florida
$3.04M +$25.5K +662 +0.9%
AFM
1063
Abbot Financial Management
Massachusetts
$3.04M -$74.3K -1,931 -3%
NA
1064
Navellier & Associates
Nevada
$3.04M -$8.59K -223 -0.3%
AAIM
1065
Asset Advisors Investment Management
Georgia
$3.03M +$2.79M +72,440 New
LPT
1066
Legacy Private Trust
Wisconsin
$3.02M +$22.9K +596 +0.8%
LWAC
1067
Laurel Wealth Advisors (California)
California
$3.02M +$104K +2,710 +4%
MDCM
1068
Morgan Dempsey Capital Management
Wisconsin
$3.01M -$72.4K -1,881 -3%
ACM
1069
Asymmetry Capital Management
California
$3.01M +$2.77M +72,000 New
JWM
1070
JGP Wealth Management
Oregon
$3M -$97.5K -2,532 -3%
CAM
1071
Cacti Asset Management
Georgia
$3M
ECM
1072
Evergreen Capital Management
Washington
$2.99M -$266K -6,909 -9%
RC
1073
Roundview Capital
New Jersey
$2.98M +$496K +12,887 +22%
PCM
1074
Perkins Capital Management
Minnesota
$2.98M +$16.2K +422 +0.6%
CT
1075
Chicago Trust
Illinois
$2.96M +$31.3K +812 +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.