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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
JG
1101
Jefferies Group
New York
$2.82M +$112K +2,898 +4%
TTWM
1102
TCV Trust & Wealth Management
Virginia
$2.82M -$91.1K -2,366 -3%
MCM
1103
Monument Capital Management
Virginia
$2.81M +$199K +5,175 +8%
1WA
1104
180 Wealth Advisors
Washington
$2.81M +$108K +2,800 +4%
AWM
1105
Altium Wealth Management
New York
$2.81M +$308K +8,012 +14%
TH
1106
Timber Hill
Connecticut
$2.81M +$2.58M +67,076 New
BHBT
1107
Burke & Herbert Bank & Trust
Virginia
$2.8M -$15.2K -396 -0.6%
CC
1108
Chicago Capital
Illinois
$2.79M -$13.2K -342 -0.5%
CG
1109
CFO4Life Group
Texas
$2.79M -$1.12K -29 -0%
SBWM
1110
Sunflower Bank Wealth Management
Arizona
$2.78M -$79.1K -2,055 -3%
FAIM
1111
Financial Advocates Investment Management
Washington
$2.77M +$278K +7,213 +12%
IC
1112
Intersect Capital
California
$2.77M +$25.3K +656 +1%
NP
1113
NS Partners
United Kingdom
$2.77M -$2.73M -70,979 -52%
IBOK
1114
Independence Bank of Kentucky
Kentucky
$2.77M -$194K -5,032 -7%
NO
1115
Ninety One
South Africa
$2.76M -$13.7M -355,936 -84%
CHJWM
1116
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.76M -$6.85K -178 -0.3%
DPIM
1117
Duff & Phelps Investment Management
Illinois
$2.74M -$38.5K -1,001 -2%
CCP
1118
Corient Capital Partners
California
$2.73M
S
1119
SignatureFD
Georgia
$2.73M +$280K +7,269 +13%
IAA
1120
Independent Advisor Alliance
North Carolina
$2.71M +$547K +14,210 +27%
MIC
1121
Meridian Investment Counsel
California
$2.71M +$654 +17 +0%
AC
1122
Abbrea Capital
California
$2.71M -$119K -3,094 -5%
BTNA
1123
Bremer Trust National Association
Minnesota
$2.7M +$313K +8,141 +14%
SS
1124
Simplicity Solutions
Minnesota
$2.7M -$98.8K -2,567 -4%
TMAM
1125
Tokio Marine Asset Management
Japan
$2.69M -$465K -12,076 -16%

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.