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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
CG
1576
Cutler Group
California
$944K -$101K -2,635 -10%
IFAM
1577
Institutional & Family Asset Management
Colorado
$939K -$14.2K -369 -2%
FM
1578
Family Management
New York
$939K +$31.9K +829 +4%
LRPA
1579
L. Roy Papp & Associates
Arizona
$936K -$61.4K -1,596 -7%
CAAS
1580
Capital Asset Advisory Services
Michigan
$932K
CCM
1581
Chilton Capital Management
Texas
$931K -$62K -1,611 -7%
SMFG
1582
Sumitomo Mitsui Financial Group
Japan
$928K +$858K +22,279 New
SAM
1583
Security Asset Management
New York
$923K
PCM
1584
Palisade Capital Management
New Jersey
$923K +$5.77K +150 +0.7%
KLWA
1585
Kelly Lawrence W & Associates
California
$923K +$60.9K +1,581 +8%
GKWIM
1586
Gerber Kawasaki Wealth & Investment Management
California
$919K -$15.4K -401 -2%
CCM
1587
Canal Capital Management
Virginia
$918K +$3.04K +79 +0.4%
RFM
1588
Royal Fund Management
Florida
$917K -$18.5K -480 -2%
ECAM
1589
East Coast Asset Management
Massachusetts
$916K -$23.3K -606 -3%
HPC
1590
Hobart Private Capital
North Carolina
$915K -$53.3K -1,385 -6%
AI
1591
ArchPoint Investors
Florida
$914K
SAM
1592
Summit Asset Management
Tennessee
$913K +$42.1K +1,094 +5%
SFSIG
1593
San Francisco Sentry Investment Group
California
$910K +$54.6K +1,419 +7%
PWAP
1594
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$909K +$1.23K +32 +0.1%
CG
1595
Clinton Group
New York
$909K +$837K +21,740 New
GFP
1596
Gryphon Financial Partners
Ohio
$906K +$326K +8,466 +64%
MCIA
1597
Mountain Capital Investment Advisors
Colorado
$905K +$13.2K +342 +2%
SIM
1598
SSI Investment Management
California
$904K -$5.31K -138 -0.6%
VHAM
1599
Van Hulzen Asset Management
California
$903K -$4.65M -120,835 -85%
MC
1600
Mathes Company
New York
$903K -$24.3K -632 -3%

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.