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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
BDWM
1201
Brewin Dolphin Wealth Management
Ireland
$2.32M
IWC
1202
Integrated Wealth Concepts
Massachusetts
$2.31M -$18.5K -480 -0.9%
NERM
1203
New England Research & Management
Illinois
$2.29M +$2.04K +53 +0.1%
WBC
1204
West Branch Capital
Massachusetts
$2.29M +$27.7K +720 +1%
MC
1205
Middleton & Co
Massachusetts
$2.28M -$25.6K -664 -1%
DAS
1206
Dynamic Advisor Solutions
Arizona
$2.27M +$268K +6,974 +15%
FI
1207
FormulaFolio Investments
Michigan
$2.25M -$27.6K -717 -1%
AFS
1208
Access Financial Services
Minnesota
$2.25M +$24.9K +647 +1%
WI
1209
Wafra Inc
New York
$2.25M
HCM
1210
Hutchinson Capital Management
California
$2.25M -$29K -753 -1%
CWA
1211
Cypress Wealth Advisors
California
$2.24M -$4.81K -125 -0.2%
PWS
1212
Peloton Wealth Strategists
Indiana
$2.24M -$40.6K -1,054 -2%
LPIC
1213
LeJeune Puetz Investment Counsel
Michigan
$2.23M -$16.2K -422 -0.8%
BMC
1214
Beaton Management Company
Massachusetts
$2.23M -$23.8K -617 -1%
TC
1215
Truvestments Capital
Florida
$2.23M +$776K +20,160 +61%
DAM
1216
Doheny Asset Management
California
$2.22M -$114K -2,967 -5%
MYIA
1217
Mount Yale Investment Advisors
Colorado
$2.22M -$44.4K -1,154 -2%
SAMC
1218
Spectrum Asset Management (California)
California
$2.22M +$1.3M +33,797 +176%
PTC
1219
Philadelphia Trust Company
Pennsylvania
$2.21M +$55.8K +1,449 +3%
Cetera Investment Advisers
1220
Cetera Investment Advisers
Illinois
$2.21M +$104K +2,705 +5%
NC
1221
NewSquare Capital
Pennsylvania
$2.21M +$104K +2,691 +5%
DRS
1222
Deane Retirement Strategies
Louisiana
$2.21M -$14.3K -372 -0.7%
TPWA
1223
TRUE Private Wealth Advisors
Oregon
$2.19M -$423K -10,989 -17%
MCP
1224
Mirador Capital Partners
California
$2.18M +$28.7K +745 +1%
WI
1225
WBI Investments
New Jersey
$2.18M -$30.9M -802,962 -94%

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.