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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
WIP
1376
Wellesley Investment Partners
Massachusetts
$1.56M +$54.5K +1,416 +4%
BIM
1377
Bridgecreek Investment Management
Oklahoma
$1.56M
GRP
1378
Global Retirement Partners
California
$1.55M -$1.46K -38 -0.1%
VNIM
1379
Vaughan Nelson Investment Management
Texas
$1.55M
EFSCE
1380
Enterprise Financial Services Corp (EFSC)
Missouri
$1.55M -$41.4K -1,075 -3%
HIC
1381
Harvey Investment Company
Kentucky
$1.55M +$10.6K +276 +0.8%
BWM
1382
Baystate Wealth Management
Massachusetts
$1.55M -$44.9K -1,167 -3%
MM
1383
Midas Management
New York
$1.54M +$1.42M +36,890 New
EGA
1384
E&G Advisors
Texas
$1.54M +$122K +3,170 +9%
HCC
1385
Hirtle Callaghan & Co
Pennsylvania
$1.53M
MHIM
1386
MacNealy Hoover Investment Management
Ohio
$1.53M -$44.6K -1,159 -3%
ACI
1387
Alpha Cubed Investments
California
$1.52M +$596K +15,483 +75%
PL
1388
Plancorp LLC
Missouri
$1.52M +$14.5K +377 +1%
DAC
1389
Dividend Assets Capital
South Carolina
$1.52M -$219K -5,681 -14%
IWM
1390
IHT Wealth Management
Illinois
$1.51M -$19.7K -512 -1%
NB
1391
Nicolet Bankshares
Wisconsin
$1.51M +$8.62K +224 +0.6%
PCM
1392
Price Capital Management
Louisiana
$1.51M +$1.39M +36,147 New
FM
1393
Forward Management
California
$1.5M -$49.9K -1,295 -3%
MCM
1394
Maple Capital Management
Vermont
$1.5M -$160K -4,156 -10%
SPC
1395
Salient Private Client
Texas
$1.49M -$17.4K -453 -1%
PCMC
1396
Paragon Capital Management (Colorado)
Colorado
$1.49M +$10.4K +270 +0.8%
BIA
1397
Bigelow Investment Advisors
Maine
$1.48M -$55K -1,430 -4%
RM
1398
Resource Management
Louisiana
$1.48M +$13.8K +359 +1%
BLAM
1399
Bourne Lent Asset Management
New York
$1.48M
PAM
1400
Peak Asset Management
Colorado
$1.47M -$20.9K -543 -2%

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.