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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
PAM
1601
Pegasus Asset Management
New York
$901K -$34.5K -896 -4%
WTFG
1602
Wells Trecaso Financial Group
Ohio
$901K +$14.8K +385 +2%
CW
1603
Cobiz Wealth
Colorado
$900K +$829K +21,527 New
WPW
1604
Waldron Private Wealth
Pennsylvania
$899K +$17.1K +445 +2%
AEPG
1605
American Economic Planning Group
New Jersey
$899K +$134K +3,474 +19%
MKC
1606
M. Kraus & Co
Vermont
$898K -$4.04K -105 -0.5%
ACM
1607
Advisors Capital Management
New Jersey
$898K +$191K +4,951 +30%
BFA
1608
Beaumont Financial Advisors
Massachusetts
$897K
BRM
1609
Boston Research & Management
Massachusetts
$888K -$105K -2,716 -11%
MIH
1610
Meitav Investment House
Israel
$887K -$213K -5,543 -21%
MCM
1611
McRae Capital Management
New Jersey
$885K -$2.55M -66,148 -76%
GSC
1612
G&S Capital
Colorado
$884K
HCM
1613
HGI Capital Management
New York
$881K -$111K -2,878 -12%
CAM
1614
Covenant Asset Management
New Jersey
$881K -$24.3K -632 -3%
CAC
1615
Certified Advisory Corp
Florida
$879K -$13.5K -350 -2%
CWM
1616
Chesapeake Wealth Management
Virginia
$876K -$26.4K -685 -3%
CQS
1617
Credential Qtrade Securities
$875K +$806K +20,933 New
OIA
1618
OneDigital Investment Advisors
Kansas
$873K +$36.4K +945 +5%
FDCC
1619
Foster Dykema Cabot & Co
Massachusetts
$872K -$962 -25 -0.1%
ERIM
1620
Eagle Ridge Investment Management
Connecticut
$862K
TWM
1621
Titus Wealth Management
California
$861K +$14.1K +366 +2%
ATC
1622
Adirondack Trust Company
New York
$858K
CAG
1623
Crestwood Advisors Group
Massachusetts
$855K +$32.1K +833 +4%
B
1624
Bridgeworth
Alabama
$853K +$142K +3,699 +18%
RTS
1625
Round Table Services
New Jersey
$852K +$145K +3,774 +23%

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.