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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
FCFS
1426
First Command Financial Services
Texas
$1.39M +$99.3K +2,580 +8%
OCM
1427
Orser Capital Management
Texas
$1.38M
HCM
1428
Harvest Capital Management
New Hampshire
$1.38M -$48.7K -1,265 -4%
MM
1429
Meridian Management
Arkansas
$1.37M
BFO
1430
Biltmore Family Office
North Carolina
$1.37M -$89.3K -2,320 -7%
MCWS
1431
McKinley Carter Wealth Services
West Virginia
$1.37M -$16.2K -420 -1%
NJBEST
1432
New Jersey Better Educational Savings Trust
New Jersey
$1.37M
RIG
1433
Renaissance Investment Group
Massachusetts
$1.36M -$88.5K -2,299 -7%
CCG
1434
Chatham Capital Group
Georgia
$1.36M -$13.7K -356 -1%
TFO
1435
Tarbox Family Office
California
$1.35M -$217K -5,628 -15%
AWM
1436
Aries Wealth Management
Maine
$1.35M
VR
1437
Viridian RIA
Washington
$1.34M -$15.9K -413 -1%
SMM
1438
Stadion Money Management
Georgia
$1.34M -$402K -10,439 -25%
BW
1439
Bison Wealth
Georgia
$1.33M -$22.1K -573 -2%
SPI
1440
Santori & Peters Inc
Pennsylvania
$1.33M
HL
1441
HeadInvest LLC
Maine
$1.32M +$2.23K +58 +0.2%
SAM
1442
Seelaus Asset Management
New Jersey
$1.32M +$500 +13 +0%
FIB
1443
First Interstate Bank
Montana
$1.32M -$41.1K -1,067 -3%
WAM
1444
Weatherly Asset Management
California
$1.32M -$185K -4,817 -13%
MFW
1445
Mosaic Family Wealth
Missouri
$1.32M -$64.8K -1,682 -5%
TCM
1446
Traynor Capital Management
Pennsylvania
$1.32M -$23.1K -601 -2%
UCMOK
1447
United Capital Management of KS
Kansas
$1.31M +$1.23M +31,982 New
MSA
1448
Marino Stram & Associates
Massachusetts
$1.31M -$115K -2,988 -9%
PFA
1449
Pure Financial Advisors
California
$1.3M +$1.2M +31,199 New
GC
1450
Garde Capital
Washington
$1.3M +$1.54K +40 +0.1%

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.