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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
UBG
1151
United Bank (Georgia)
Georgia
$2.56M -$73.1K -1,898 -3%
AWM
1152
Avior Wealth Management
Nebraska
$2.56M -$8.85K -230 -0.4%
SMC
1153
Smith, Moore & Co
Missouri
$2.56M +$88.9K +2,310 +4%
PHS
1154
Pekin Hardy Strauss
Illinois
$2.54M -$107K -2,767 -4%
WDA
1155
Wendell David Associates
New Hampshire
$2.54M
SC
1156
Schulhoff & Co
Ohio
$2.52M +$41.2K +1,070 +2%
GW
1157
GW & Wade
Massachusetts
$2.52M -$183K -4,746 -7%
EWA
1158
EP Wealth Advisors
California
$2.51M +$1.3M +33,702 +128%
HCM
1159
Hall Capital Management
Rhode Island
$2.51M +$20.3K +527 +0.9%
STMM
1160
South Texas Money Management
Texas
$2.5M +$54.2K +1,409 +2%
TCMG
1161
TSP Capital Management Group
New Jersey
$2.5M -$2.3M -59,843 Closed
AAIM
1162
American Assets Investment Management
California
$2.5M
SS
1163
Sunbelt Securities
Texas
$2.5M +$243K +6,315 +12%
KA
1164
Kovack Advisors
Florida
$2.5M +$232K +6,023 +11%
ICP
1165
Ironvine Capital Partners
Nebraska
$2.5M
RMCM
1166
Reynders McVeigh Capital Management
Massachusetts
$2.49M -$128K -3,317 -5%
REMPR
1167
Roof Eidam Maycock Peralta (REMP)
California
$2.49M -$11.8K -306 -0.5%
BAM
1168
Brave Asset Management
New Jersey
$2.49M -$162K -4,216 -7%
WP
1169
WMS Partners
Maryland
$2.48M -$61.9K -1,607 -3%
VST
1170
Van Strum & Towne
California
$2.48M
MBT
1171
Montecito Bank & Trust
California
$2.48M +$201K +5,218 +10%
PA
1172
Parallel Advisors
California
$2.47M +$46.4K +1,205 +2%
GIM
1173
Greylin Investment Management
Virginia
$2.47M -$102K -2,662 -4%
GA
1174
GFS Advisors
Texas
$2.47M -$1.32M -34,392 -37%
YMRC
1175
Yorktown Management & Research Company
Virginia
$2.46M

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.