We are live on ! Find out more

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
AFG
1551
Albion Financial Group
Utah
$1.01M -$36.5K -949 -4%
OFG
1552
OmniStar Financial Group
North Carolina
$1.01M -$1.31M -34,002 -58%
WI
1553
Wintrust Investments
Illinois
$1.01M -$292K -7,590 -24%
CAN
1554
Claraphi Advisory Network
United States
$1.01M -$30.3K -787 -3%
CCG
1555
Ceeto Capital Group
Florida
$1.01M
BA
1556
Bennicas & Associates
California
$1.01M +$2.77K +72 +0.3%
OIM
1557
Orca Investment Management
Oregon
$1M -$50K -1,299 -5%
CWM
1558
Concentric Wealth Management
California
$1M -$5.2K -135 -0.6%
NCMW
1559
Northern Capital Management (Wisconsin)
Wisconsin
$1M -$592K -15,378 -39%
AFM
1560
Andesa Financial Management
Pennsylvania
$996K +$39.5K +1,027 +5%
ONST
1561
Old North State Trust
North Carolina
$992K +$912K +23,692 New
LSAG
1562
Lake Street Advisors Group
New Hampshire
$979K -$1.94M -50,315 -68%
AWCI
1563
Alpine Woods Capital Investors
New York
$979K
LC
1564
Loews Corp
New York
$979K
THWM
1565
Taylor Hoffman Wealth Management
Virginia
$974K -$132K -3,424 -13%
Kovitz Investment Group Partners
1566
Kovitz Investment Group Partners
Illinois
$966K +$209K +5,436 +31%
APG
1567
Abacus Planning Group
South Carolina
$962K -$93.7K -2,433 -10%
ITIM
1568
Indiana Trust & Investment Management
Indiana
$962K -$41K -1,066 -4%
FLI
1569
Family Legacy Inc
South Carolina
$960K -$83K -2,156 -9%
CGA
1570
Crescent Grove Advisors
Illinois
$959K +$77 +2 +0%
PFM
1571
Parsec Financial Management
North Carolina
$955K +$311K +8,071 +55%
EVC
1572
Eidelman Virant Capital
Missouri
$951K -$4.08K -106 -0.5%
Two Sigma Investments
1573
Two Sigma Investments
New York
$948K +$873K +22,666 New
AB
1574
AT Bancorp
Iowa
$946K -$962 -25 -0.1%
PWPS
1575
Pinnacle Wealth Planning Services
Ohio
$945K -$15.1K -391 -2%

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.