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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
MJP
1701
Michael J. Puzo
$718K -$4.04K -105 -0.6%
WG
1702
Winton Group
United Kingdom
$714K -$487K -12,649 -43%
EGA
1703
Eagle Global Advisors
Texas
$714K -$16.2K -422 -2%
IC
1704
InterOcean Capital
Illinois
$713K +$252K +6,540 +62%
DMIC
1705
Dixon Mitchell Investment Counsel
British Columbia, Canada
$711K -$95.9K -2,490 -13%
MFG
1706
Monte Financial Group
Connecticut
$709K -$159K -4,129 -20%
FA
1707
FCG Advisors
New Jersey
$708K +$53.7K +1,395 +9%
AP
1708
Advisors Preferred
Maryland
$708K +$651K +16,921 New
CSS
1709
Cubist Systematic Strategies
Connecticut
$707K -$3.31M -85,989 -84%
PAWC
1710
P.A.W. Capital
Connecticut
$705K -$81.2K -2,108 -11%
PP
1711
Pegasus Partners
Wisconsin
$704K -$29.7K -771 -4%
BMC
1712
Benin Management Corp
Connecticut
$704K -$8.08K -210 -1%
TSWM
1713
Triangle Securities Wealth Management
North Carolina
$703K +$15.5K +402 +2%
PIA
1714
Peachtree Investment Advisors
Georgia
$701K +$24.3K +632 +4%
KIC
1715
Keating Investment Counselors
Florida
$700K
MPPLM
1716
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$700K +$261K +6,779 +68%
PWAG
1717
Polaris Wealth Advisory Group
California
$698K +$609K +15,816 +1,799%
CHA
1718
Cedar Hill Associates
Illinois
$695K -$574K -14,912 -47%
HIIFS
1719
Harel Insurance Investments & Financial Services
Israel
$692K -$40.6K -1,054 -6%
RHBC
1720
R.H. Bluestein & Co
Michigan
$691K -$3.46K -90 -0.5%
AWA
1721
Alaska Wealth Advisors
Alaska
$691K
SIC
1722
Sigma Investment Counselors
Michigan
$691K +$636K +16,517 New
NIA
1723
Northstar Investment Advisors
Colorado
$690K -$3.73K -97 -0.6%
RWA
1724
River Wealth Advisors
Pennsylvania
$689K -$34.2K -889 -5%
JA
1725
JOYN Advisors
Georgia
$689K -$16K -415 -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.