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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
CCM
1826
Chickasaw Capital Management
Tennessee
$515K
CPIA
1827
Cornell Pochily Investment Advisors
New York
$514K -$43.8K -1,137 -8%
EF
1828
Empirical Finance
Pennsylvania
$511K +$51.5K +1,339 +12%
MSR
1829
Main Street Research
Connecticut
$509K -$108K -2,795 -19%
TAIM
1830
TD Ameritrade Investment Management
Nebraska
$509K +$358K +9,305 +325%
AWM
1831
Aevitas Wealth Management
Massachusetts
$506K +$69.2K +1,798 +17%
AWM
1832
AllSquare Wealth Management
New York
$504K
DLCIG
1833
D.L. Carlson Investment Group
New Hampshire
$503K +$2K +52 +0.4%
TC
1834
Trust Company
Kansas
$501K -$7.74K -201 -2%
WAG
1835
Winthrop Advisory Group
Massachusetts
$500K +$5.58K +145 +1%
LC
1836
Lincoln Capital
Nebraska
$498K +$5.43K +141 +1%
TL
1837
TrueWealth LLC
Georgia
$497K -$12.8K -332 -3%
BCM
1838
Breiter Capital Management
Florida
$495K -$54.4K -1,414 -11%
CISOA
1839
Capital Investment Services of America
Wisconsin
$493K +$57K +1,481 +14%
RA
1840
Rational Advisors
New York
$492K +$177K +4,604 +64%
FAM
1841
Fenimore Asset Management
New York
$491K -$8.12K -211 -2%
SAM
1842
SignalPoint Asset Management
Missouri
$491K -$6.47K -168 -1%
AC
1843
Alexandria Capital
Virginia
$490K -$6.08K -158 -1%
CI
1844
Capital International
California
$489K
DSN
1845
D. Scott Neal
Kentucky
$489K
KF
1846
Krilogy Financial
Missouri
$488K +$7.24K +188 +2%
B
1847
Brightworth
Georgia
$484K +$108K +2,795 +32%
BWM
1848
BigSur Wealth Management
Florida
$483K -$20.3K -527 -4%
WC
1849
Whitnell & Co
Illinois
$483K +$38 +1 +0%
GP
1850
Geneva Partners
Wisconsin
$483K +$445K +11,556 New

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.