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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
VAM
1651
Verity Asset Management
North Carolina
$807K +$51.7K +1,344 +7%
HWA
1652
HCR Wealth Advisors
California
$806K -$29.3K -760 -4%
CRIG
1653
Charter Research & Investment Group
Connecticut
$804K
RC
1654
Reik & Co
New York
$802K
AIA
1655
AIMZ Investment Advisors
California
$801K +$77 +2 +0%
PNAA
1656
Pictet North America Advisors
Switzerland
$801K +$295K +7,668 +67%
CCA
1657
Conestoga Capital Advisors
Pennsylvania
$799K
CCMIC
1658
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$793K +$8.12K +211 +1%
HCM
1659
Hudson Capital Management
New Jersey
$792K -$35.6K -924 -5%
VRM
1660
Vectors Research Management
New York
$792K +$88.4K +2,297 New
FBT
1661
First Bank & Trust
South Dakota
$788K +$733K +19,045 +2,005%
LTI
1662
Laffer Tengler Investments
Tennessee
$788K -$40.2K -1,043 -5%
FPS
1663
Fieldpoint Private Securities
Connecticut
$783K
CMANY
1664
Capital Management Associates (New York)
New York
$779K +$8.12K +211 +1%
MTC
1665
McDaniel Terry & Co
Texas
$779K +$68.1K +1,770 +10%
SCG
1666
Sonata Capital Group
Washington
$774K +$9.93K +258 +1%
EWM
1667
Elmwood Wealth Management
California
$773K
TC
1668
Trilogy Capital
California
$771K -$74.2K -1,928 -9%
PHAM
1669
Palisades Hudson Asset Management
Florida
$767K -$115K -2,980 -14%
TCM
1670
Tradition Capital Management
New Jersey
$765K -$58.8K -1,528 -8%
CWM
1671
Confluence Wealth Management
Oregon
$765K +$21.6K +562 +3%
DWM
1672
Dynasty Wealth Management
Florida
$762K +$451K +11,721 +180%
GIP
1673
Granite Investment Partners
California
$758K -$35.9K -933 -5%
WAAG
1674
Wealth Alliance Advisory Group
Kansas
$758K
KJWM
1675
Kiley Juergens Wealth Management
Washington
$756K +$235K +6,101 +51%

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.