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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
AFP
1526
Ausdal Financial Partners
Iowa
$1.09M +$6.35K +165 +0.6%
FCAG
1527
First Capital Advisors Group
New Jersey
$1.08M -$1.93K -50 -0.2%
SCM
1528
Sandler Capital Management
New York
$1.08M -$304K -7,905 -23%
DE
1529
Day & Ennis
Georgia
$1.08M +$5.97K +155 +0.6%
GWCM
1530
Godshalk Welsh Capital Management
Pennsylvania
$1.07M -$74.1K -1,926 -7%
NCM
1531
Noesis Capital Mangement
Florida
$1.07M -$109K -2,823 -10%
AGA
1532
Accuvest Global Advisors
Utah
$1.06M +$545K +14,145 +127%
FC
1533
Forte Capital
New York
$1.05M -$126K -3,264 -11%
NHC
1534
Nicholas Hoffman & Company
Georgia
$1.05M -$6.43K -167 -0.7%
BFC
1535
Bedel Financial Consulting
Indiana
$1.05M +$26.5K +689 +3%
ACM
1536
AlphaStar Capital Management
North Carolina
$1.05M -$128K -3,334 -12%
PH
1537
Pinnacle Holdings
Oklahoma
$1.04M -$2.23K -58 -0.2%
WIA
1538
Westbourne Investment Advisors
Maryland
$1.04M -$8.12K -211 -0.8%
CWS
1539
Cypress Wealth Services
California
$1.04M +$5.12K +133 +0.5%
AHB
1540
Abner Herrman & Brock
New Jersey
$1.04M +$27.1K +705 +3%
JSL
1541
JT Stratford LLC
Georgia
$1.04M +$126K +3,268 +15%
CICI
1542
Capital Investment Counsel Inc
North Carolina
$1.04M -$21.4K -557 -2%
HRC
1543
Hoertkorn Richard Charles
$1.04M -$20.3K -527 -2%
DT
1544
Diversified Trust
Tennessee
$1.04M -$167K -4,334 -15%
KJHP
1545
K.J. Harrison & Partners
Ontario, Canada
$1.03M
FL
1546
Fort LP
Maryland
$1.03M +$815K +21,169 +603%
SCA
1547
Stonebridge Capital Advisors
Minnesota
$1.03M
EWM
1548
Empirical Wealth Management
Washington
$1.03M +$272K +7,065 +40%
ZF
1549
Zhang Financial
Michigan
$1.02M -$118K -3,075 -11%
Susquehanna International Group
1550
Susquehanna International Group
Pennsylvania
$1.02M -$2.44M -63,320 -72%

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.