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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
AIM
1801
Avity Investment Management
Connecticut
$560K
FPCP
1802
Fort Point Capital Partners
California
$559K +$118K +3,066 +30%
CFGS
1803
Concourse Financial Group Securities
Alabama
$559K +$514K +13,361 New
PSC
1804
Prentiss Smith & Co
Vermont
$556K -$106K -2,759 -17%
WI
1805
Wedgewood Investors
Pennsylvania
$552K
CA
1806
Cornerstone Advisory
Maryland
$549K -$56.2K -1,459 -10%
PAG
1807
Pinnacle Advisory Group
Maryland
$545K +$88.5K +2,300 +21%
NWM
1808
Northwest Wealth Management
Iowa
$541K +$38 +1 +0%
BWP
1809
BSW Wealth Partners
Colorado
$541K +$15.1K +391 +3%
ATFA
1810
All Terrain Financial Advisors
Minnesota
$536K -$2.94M -76,352 -86%
KLI
1811
Kelman-Lazarov Inc
Tennessee
$536K -$14.8K -385 -3%
LWA
1812
Lenox Wealth Advisors
New York
$536K +$186K +4,828 +60%
GWI
1813
Grace & White Inc
New York
$529K
MIP
1814
Marietta Investment Partners
Wisconsin
$529K +$122K +3,162 +33%
EAM
1815
Exane Asset Management
France
$529K +$487K +12,648 New
BMCM
1816
Bryn Mawr Capital Management
Pennsylvania
$527K -$24.3K -632 -5%
WAM
1817
Winslow Asset Management
Ohio
$523K -$294K -7,640 -38%
SCM
1818
Stellar Capital Management
Arizona
$523K -$83.5K -2,169 -15%
AIP
1819
Ahrens Investment Partners
Louisiana
$522K +$28.5K +741 +6%
NG
1820
Northstar Group
New York
$520K +$79.6K +2,069 +20%
HBWM
1821
Hollow Brook Wealth Management
New York
$517K
BCA
1822
Berman Capital Advisors
Georgia
$516K -$79.8K -2,074 -14%
CCWA
1823
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$516K -$43.3K -1,125 -8%
LFG
1824
LifePlan Financial Group
Ohio
$516K
WIM
1825
Wittenberg Investment Management
Massachusetts
$515K -$12.3K -319 -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.