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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
PI
101
PGGM Investments
Netherlands
$268M
USAA
102
United Services Automobile Association
Texas
$259M -$22.6M -587,496 -9%
Federated Hermes
103
Federated Hermes
Pennsylvania
$251M -$23.1M -599,582 -9%
AG
104
Aperio Group
California
$242M +$5.26M +136,669 +2%
H
105
Hexavest
Quebec, Canada
$242M -$20.2M -524,887 -8%
LCOV
106
London Company of Virginia
Virginia
$237M -$4.58M -118,926 -2%
MWNA
107
Marshall Wace North America
New York
$236M +$42.6M +1,105,422 +24%
SSM
108
Sound Shore Management
Connecticut
$235M -$8.3M -215,705 -4%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$233M -$319M -8,276,621 -60%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$232M -$11M -284,580 -5%
Capital Research Global Investors
111
Capital Research Global Investors
California
$231M +$23.8M +618,063 +13%
GT
112
Glenmede Trust
Pennsylvania
$227M +$75.1M +1,950,313 +56%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$226M -$4.22M -109,695 -2%
Citigroup
114
Citigroup
New York
$225M -$15.9M -413,011 -7%
National Pension Service
115
National Pension Service
South Korea
$221M -$1.89M -49,127 -0.9%
Jennison Associates
116
Jennison Associates
New York
$221M +$28.5M +741,504 +16%
NIPH
117
NN Investment Partners Holdings
Netherlands
$220M -$20.8M -540,613 -9%
First Manhattan
118
First Manhattan
New York
$216M -$7.06M -183,290 -3%
JIM
119
Jensen Investment Management
Oregon
$214M +$73.6M +1,911,545 +60%
Ninety One (UK)
120
Ninety One (UK)
United Kingdom
$213M +$16.5M +429,000 +9%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$200M -$61.1M -1,587,301 -25%
Pzena Investment Management
122
Pzena Investment Management
New York
$196M -$740K -19,222 -0.4%
KeyBank National Association
123
KeyBank National Association
Ohio
$193M +$49.2K +1,279 +0%
Aviva
124
Aviva
United Kingdom
$192M -$11M -284,729 -6%
SBAM
125
Santa Barbara Asset Management
California
$192M -$1.73M -44,984 -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.