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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
JHP
1776
James Hambro & Partners
United Kingdom
$589K -$45.5K -1,181 -8%
CA
1777
Cortland Associates
Missouri
$588K -$1.46K -38 -0.3%
BI
1778
Ballast Inc
Kentucky
$587K +$94.4K +2,453 +21%
DAM
1779
Diamant Asset Management
Connecticut
$586K
SC
1780
Scholtz & Company
Connecticut
$586K
GIA
1781
GHP Investment Advisors
Colorado
$585K -$21.3K -552 -4%
VI
1782
Versor Investments
New York
$582K +$536K +13,913 New
CGL
1783
Clarius Group LLC
Washington
$581K +$535K +13,897 New
GIA
1784
Granite Investment Advisors
New Hampshire
$580K -$20.3K -527 -4%
RAM
1785
Redmond Asset Management
Virginia
$579K +$38 +1 +0%
IGGA
1786
Iron Gate Global Advisors
Utah
$579K +$96.8K +2,515 +22%
SC
1787
SRB Corp
Massachusetts
$578K -$34.8K -903 -6%
CC
1788
Cedar Capital
Illinois
$577K +$34.5K +895 +7%
HFP
1789
Holistic Financial Partners
Indiana
$576K -$18.2K -474 -3%
HCIA
1790
Hochman Cole Investment Advisors
Illinois
$576K
AWA
1791
AmeriServ Wealth Advisors
Pennsylvania
$576K +$50K +1,300 +10%
GI
1792
Gradient Investments
Minnesota
$574K -$9.84M -255,571 -95%
FHC
1793
First Heartland Consultants
Missouri
$574K -$52.8K -1,372 -9%
RGC
1794
Roberts, Glore & Co
Illinois
$574K -$40.6K -1,054 -7%
MWVC
1795
Morgens Waterfall Vintiadis & Co
New York
$573K
CAM
1796
Congress Asset Management
Massachusetts
$572K +$17.9K +464 +4%
PPCM
1797
Pillar Pacific Capital Management
California
$567K -$16.7K -434 -3%
BRA
1798
Bender Robert & Associates
California
$565K -$1.04K -27 -0.2%
WRM
1799
Weybosset Research & Management
Rhode Island
$564K
MWM
1800
Mascoma Wealth Management
New Hampshire
$564K +$4.08K +106 +0.8%

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.