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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
MWM
1726
Marietta Wealth Management
Georgia
$687K -$47.3K -1,228 -7%
WA
1727
Winfield Associates
Ohio
$686K
IIM
1728
Ironwood Investment Management
Massachusetts
$685K
PC
1729
Port Capital
Illinois
$681K +$627K +16,278 New
BBI
1730
Baxter Bros Inc
Connecticut
$679K -$63.1K -1,640 -9%
HTHT
1731
Hemenway Trust Hemenway Trust
New Hampshire
$674K +$40K +1,039 +7%
WI
1732
WrapManager Inc
California
$673K +$177K +4,606 +40%
CHA
1733
Carmichael Hill & Associates
Maryland
$669K +$385 +10 +0.1%
IWP
1734
Icon Wealth Partners
Texas
$666K +$88.8K +2,307 +17%
FIM
1735
Fruth Investment Management
Texas
$663K +$16.2K +422 +3%
PBT
1736
Pictet Bank & Trust
Bahamas
$662K +$284K +7,378 +87%
ECM
1737
EagleClaw Capital Management
Massachusetts
$662K +$299K +7,772 +96%
ESBC
1738
E.S. Barr & Co
Kentucky
$659K +$1.31K +34 +0.2%
KA
1739
Klingman & Associates
New York
$658K +$53.3K +1,384 +10%
TFS
1740
TrustCore Financial Services
Tennessee
$658K +$89.1K +2,315 +17%
MMM
1741
Mendel Money Management
Illinois
$657K +$605K +15,705 New
CAL
1742
Capital Advisors Ltd
Ohio
$655K +$145K +3,764 +32%
HCP
1743
Holt Capital Partners
Texas
$654K -$30.4K -790 -5%
KFGK
1744
Keystone Financial Group (Kentucky)
Kentucky
$654K +$167K +4,335 +39%
EAM
1745
Evanson Asset Management
California
$653K -$34.7K -901 -5%
CA
1746
Capital Advantage
California
$653K -$18.9K -492 -3%
CPA
1747
Clear Perspective Advisors
Illinois
$652K -$20.7K -537 -3%
NME
1748
Notis-McConarty Edward
$646K
BOS
1749
Bingham Osborn & Scarborough
California
$645K +$31.5K +817 +6%
HEIP
1750
Hudson Edge Investment Partners
New Jersey
$641K -$10.6M -274,405 -95%

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.