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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
GS
1676
Gagnon Securities
New York
$755K +$4.16K +108 +0.6%
SCP
1677
Sandhill Capital Partners
New York
$751K +$22.7K +590 +3%
BRC
1678
Bell Rock Capital
Delaware
$746K -$885 -23 -0.1%
RMA
1679
Roffman Miller Associates
Pennsylvania
$746K +$22.6K +586 +3%
SOAMC
1680
Spirit of America Management Corp
New York
$745K
WP
1681
WealthSource Partners
California
$744K -$40.8K -1,059 -6%
WIM
1682
Westside Investment Management
California
$744K -$4.5K -117 -0.7%
WCM
1683
Windsor Capital Management
Arizona
$743K +$45.3K +1,177 +7%
PCM
1684
Perritt Capital Management
Illinois
$742K
TIA
1685
Tiemann Investment Advisors
California
$741K +$8.08K +210 +1%
LI
1686
Lafayette Investments
Maryland
$740K +$5.66K +147 +0.8%
DDPIC
1687
Deroy & Devereaux Private Investment Counsel
Michigan
$739K -$65.9K -1,713 -9%
DBIA
1688
Dumont & Blake Investment Advisors
New Jersey
$737K
ODCM
1689
Old Dominion Capital Management
Virginia
$737K +$271K +7,030 +66%
Squarepoint
1690
Squarepoint
New York
$736K -$6.32M -164,297 -90%
SCI
1691
Stableford Capital II
Arizona
$736K -$75.2K -1,954 -10%
AWP
1692
Ascent Wealth Partners
New York
$736K -$14.8K -385 -2%
PAIM
1693
Punch & Associates Investment Management
Minnesota
$736K
LWS
1694
Lucia Wealth Services
California
$733K -$24.6K -640 -4%
GLI
1695
Guardian Life Insurance
New York
$731K +$16.6K +430 +3%
NL
1696
NVWM LLC
Pennsylvania
$729K -$17.1K -444 -2%
AAP
1697
Arax Advisory Partners
Colorado
$728K -$65.9K -1,711 -9%
BST
1698
Bath Savings Trust
Maine
$727K -$4.08K -106 -0.6%
NEPWA
1699
New England Private Wealth Advisors
Massachusetts
$724K -$34.4K -893 -5%
SBL
1700
Sargent Bickham Lagudis
Colorado
$723K +$17.7K +459 +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.