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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
SAM
151
Silvercrest Asset Management
New York
$140M +$81.7K +2,121 +0.1%
HFS
152
HL Financial Services
Kentucky
$139M +$1.11M +28,730 +0.9%
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$138M -$1.66M -43,126 -1%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$136M -$64.5M -1,676,561 -34%
RFC
155
Regions Financial Corp
Alabama
$132M -$2.53M -65,659 -2%
Luther King Capital Management (LKCM)
156
Luther King Capital Management (LKCM)
Texas
$131M -$3.75M -97,402 -3%
GIA
157
Gateway Investment Advisers
Ohio
$131M -$1.57M -40,788 -1%
TIM
158
Thornburg Investment Management
New Mexico
$130M
SO
159
STRS Ohio
Ohio
$130M -$12.1M -315,408 -9%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$129M -$1.45M -37,674 -1%
LBA
161
Letko, Brosseau & Associates
Quebec, Canada
$127M -$30.5M -792,215 -21%
Two Sigma Advisers
162
Two Sigma Advisers
New York
$126M -$44.9M -1,165,513 -28%
EAM
163
Eagle Asset Management
Florida
$121M -$27.7M -718,871 -20%
PC
164
Polar Capital
United Kingdom
$119M +$19.2M +499,714 +21%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$119M -$1.69M -43,847 -2%
HCM
166
Hamlin Capital Management
New York
$117M -$3.86M -100,286 -3%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$112M -$4.54M -118,046 -4%
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$112M +$30.9M +802,605 +43%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$109M +$2.38M +61,765 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
170
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$108M -$32.3M -838,352 -25%
SCM
171
Shapiro Capital Management
Georgia
$107M -$4.36M -113,140 -4%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$107M +$44.6M +1,159,037 +83%
BCM
173
Bridgeway Capital Management
Texas
$106M +$5.79M +150,406 +6%
RCAMU
174
Rothschild & Co Asset Management US
Connecticut
$105M +$2.88M +74,847 +3%
CIM
175
Confluence Investment Management
Missouri
$105M -$3.04M -79,066 -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.