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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
MVA
1401
Mount Vernon Associates
Maryland
$1.47M -$16.2K -422 -1%
BSB
1402
Bangor Savings Bank
Maine
$1.46M -$13.5K -350 -1%
NGA
1403
Naples Global Advisors
Florida
$1.46M -$21.1K -547 -2%
SFPIA
1404
Stevens First Principles Investment Advisors
California
$1.46M +$14K +363 +1%
TAM
1405
Troy Asset Management
United Kingdom
$1.45M
CNC
1406
Citizens & Northern Corp
Pennsylvania
$1.45M +$4.5K +117 +0.3%
TCCM
1407
Timber Creek Capital Management
Massachusetts
$1.45M -$8.12K -211 -0.6%
MFW
1408
Meristem Family Wealth
Minnesota
$1.44M -$42.8K -1,113 -3%
KCPG
1409
Kavar Capital Partners Group
Kansas
$1.44M +$6.08K +158 +0.5%
OIA
1410
Optimum Investment Advisors
Illinois
$1.44M -$31.6K -821 -2%
FIM
1411
Frontier Investment Management
Texas
$1.44M +$40.8K +1,060 +3%
EF
1412
Exeter Financial
Arizona
$1.44M +$30.6K +795 +2%
ED
1413
Exane Derivatives
France
$1.43M +$1.32M +34,270 New
MSAM
1414
Moloney Securities Asset Management
Missouri
$1.43M +$14.4K +373 +1%
NFG
1415
Nadler Financial Group
Illinois
$1.43M +$1.96K +51 +0.1%
CBA
1416
Coastal Bridge Advisors
Connecticut
$1.43M +$120K +3,115 +10%
OC
1417
Oarsman Capital
Wisconsin
$1.42M -$26.6K -690 -2%
ADL
1418
Asset Dedication LLC
California
$1.42M -$151K -3,924 -10%
CASB
1419
Cape Ann Savings Bank
Massachusetts
$1.41M +$7.08K +184 +0.5%
OFW
1420
Omnia Family Wealth
Florida
$1.41M +$38 +1 +0%
FIM
1421
Fernwood Investment Management
Massachusetts
$1.4M -$60.9K -1,581 -4%
AW
1422
ACG Wealth
Georgia
$1.4M +$20.4K +531 +2%
WPA
1423
Winning Points Advisors
Florida
$1.4M
CCM
1424
Cribstone Capital Management
Maine
$1.4M +$50.6K +1,314 +4%
FCB
1425
First Command Bank
Texas
$1.39M +$99.3K +2,580 +8%

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.