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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
VCM
1501
Violich Capital Management
California
$1.17M
KCM
1502
Kempner Capital Management
Texas
$1.17M -$1.24M -32,175 -54%
WPA
1503
West Paces Advisors
Georgia
$1.17M -$9.59K -249 -0.9%
MC
1504
Muhlenkamp & Co
Pennsylvania
$1.17M -$42.8K -1,112 -4%
BWP
1505
Baldwin Wealth Partners
Massachusetts
$1.16M -$41.6K -1,080 -4%
NAMP
1506
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.16M -$73.1K -1,900 -6%
AI
1507
Accredited Investors
Minnesota
$1.16M +$96.1K +2,497 +10%
GA
1508
Greytown Advisors
Florida
$1.14M -$212K -5,509 -17%
HA
1509
Halsey Associates
Connecticut
$1.14M
AC
1510
Ascend Capital
California
$1.14M +$1.05M +27,174 New
QCMC
1511
Quantum Capital Management (California)
California
$1.13M -$1.35K -35 -0.1%
TFCM
1512
Taylor Frigon Capital Management
Arizona
$1.13M -$11.5K -300 -1%
CAG
1513
Csenge Advisory Group
Florida
$1.13M +$498K +12,945 +87%
BEAM
1514
Baker Ellis Asset Management
Washington
$1.13M -$423K -11,000 -29%
QCIG
1515
Quad-Cities Investment Group
Iowa
$1.13M -$12.9K -336 -1%
MCA
1516
Mercer Capital Advisers
New Jersey
$1.13M +$26.4K +686 +3%
CTA
1517
Colonial Trust Advisors
South Carolina
$1.12M +$8.85K +230 +0.9%
WWM
1518
Windsor Wealth Management
Indiana
$1.12M +$325K +8,446 +46%
IRC
1519
Investors Research Corp
Georgia
$1.1M +$2.42K +63 +0.2%
WAP
1520
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$29.5K +767 +3%
PIM
1521
Profit Investment Management
Maryland
$1.1M
WHG
1522
Westwood Holdings Group
Texas
$1.1M +$126K +3,264 +14%
MAM
1523
Mastrapasqua Asset Management
Tennessee
$1.1M -$53.7K -1,396 -5%
PAS
1524
Professional Advisory Services
Florida
$1.1M -$48.3K -1,254 -5%
MMG
1525
Monetary Management Group
Missouri
$1.1M

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.