Pfizer
PFE
2,403 hedge funds and large institutions have $180B invested in Pfizer in 2018 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 780 increasing their positions, 1,126 reducing their positions, and 86 closing their positions.
200% more first-time investments, than exits
New positions opened: 258 | Existing positions closed: 86
26% more funds holding in top 10
Funds holding in top 10: 260 → 328 (+68)
7% more funds holding
Funds holding: 2,256 → 2,403 (+147)
0.2% more ownership
Funds ownership: 75.71% → 75.91% (+0.2%)
3% less capital invested
Capital invested by funds: $185B → $180B (-$5.59B)
6% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.28B
31% less repeat investments, than reductions
Existing positions increased: 780 | Existing positions reduced: 1,126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.77B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$968M |
| 3 |
BlackRock
New York
|
+$532M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$429M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$309M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$721M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$554M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$356M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$298M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$257M |
PFE Hedge Fund Activity: Q4 2018 in Review
2,403 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2018, worth a combined $180B — down 3% from $185B a quarter earlier.
Buyers outnumbered sellers: 258 funds opened new PFE positions and 86 closed out — a net gain of 172 holders — while 780 added to existing stakes and 1,126 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.77B. The largest seller was Longview Partners, cutting an estimated $721M.
- 2,403 institutional investors held Pfizer (PFE) as of Q4 2018, up from 2,256 in Q3 2018.
- Funds reported $180B of Pfizer stock for Q4 2018, down 3% quarter-over-quarter.
- 258 funds opened new Pfizer positions in Q4 2018 and 86 closed out, a net change of +172 holders.
- The largest Pfizer buyer in Q4 2018 was Capital World Investors, an estimated $1.77B added.
- The largest Pfizer seller in Q4 2018 was Longview Partners, an estimated $721M sold.
Based on aggregated 13F filings for Q4 2018.