We are live on ! Find out more

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
TCM
1751
Telos Capital Management
California
$641K +$92.8K +2,410 +19%
SI
1752
Sensato Investors
California
$640K +$358K +9,297 +155%
SAM
1753
Sawgrass Asset Management
Florida
$638K -$192 -5 -0%
GLA
1754
Good Life Advisors
Pennsylvania
$633K -$182K -4,730 -24%
CF
1755
Copperwynd Financial
Arizona
$628K +$579K +15,029 New
SSG
1756
Summit Securities Group
New York
$626K -$641K -16,653 -53%
HIM
1757
Hillsdale Investment Management
Ontario, Canada
$624K -$341K -8,864 -37%
RWM
1758
RKL Wealth Management
Pennsylvania
$622K -$72.7K -1,889 -11%
AFC
1759
AFT Forsyth & Company
Florida
$620K
TAM
1760
Trillium Asset Management
Massachusetts
$620K +$51.5K +1,339 +10%
NSB
1761
Norway Savings Bank
Maine
$618K -$23.6K -614 -4%
MPIA
1762
Mountain Pacific Investment Advisers
Idaho
$618K
LA
1763
Legacy Advisors
Pennsylvania
$618K +$232K +6,022 +69%
CA
1764
Cambridge Advisors
Nebraska
$615K -$133K -3,466 -19%
KWMG
1765
King Wealth Management Group
Florida
$613K -$66.3K -1,722 -11%
KA
1766
Kaizen Advisory
Illinois
$610K
BWA
1767
Burt Wealth Advisors
Maryland
$609K +$31.5K +819 +6%
MA
1768
MCF Advisors
Kentucky
$609K +$53.8K +1,397 +11%
JGIA
1769
Jackson Grant Investment Advisers
Connecticut
$603K +$4.93K +128 +0.9%
IDBONY
1770
Israel Discount Bank of New York
New York
$600K +$3.85K +100 +0.7%
TAM
1771
Tiverton Asset Management
Delaware
$595K +$548K +14,229 New
WPC
1772
White Pine Capital
Minnesota
$594K +$40.6K +1,054 +8%
BCM
1773
Bluefin Capital Management
New York
$592K +$176K +4,583 +48%
FBA
1774
Front Barnett Associates
Illinois
$590K -$15.6K -404 -3%
AF
1775
Allworth Financial
California
$590K +$14.5K +376 +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.