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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
KP
1851
Keel Point
Alabama
$482K -$22.1K -575 -5%
GBBWRPM
1852
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$482K +$46.5K +1,209 +12%
MCM
1853
Marathon Capital Management
Maryland
$481K
NCM
1854
Northside Capital Management
Oregon
$480K -$15.8K -411 -3%
HS
1855
HighVista Strategies
Massachusetts
$476K +$52.7K +1,370 +14%
BA
1856
Bristlecone Advisors
Washington
$476K +$200K +5,190 +84%
H
1857
HoyleCohen
California
$475K +$7.78K +202 +2%
CWSR
1858
Chessman Wealth Strategies RIA
Texas
$475K +$438K +11,371 New
CA
1859
Calton & Associates
Florida
$470K +$8.24K +214 +2%
RWM
1860
Ritholtz Wealth Management
New York
$465K +$42.8K +1,112 +11%
ACC
1861
Accident Compensation Corp
New Zealand
$463K -$162K -4,216 -28%
WCM
1862
Weik Capital Management
Pennsylvania
$463K
WBG
1863
Wharton Business Group
Pennsylvania
$458K -$3.73K -97 -0.9%
AWA
1864
Acorn Wealth Advisors
Michigan
$457K -$27.3K -710 -6%
VFP
1865
Verus Financial Partners
Virginia
$454K +$38 +1 +0%
OAM
1866
Occidental Asset Management
California
$451K
DPI
1867
Diversified Portfolios Inc
Michigan
$451K +$77 +2 +0%
MFT
1868
Moisand Fitzgerald Tamayo
Florida
$450K
LCM
1869
Liberty Capital Management
Michigan
$448K -$52.7K -1,370 -11%
FCFC
1870
First Commonwealth Financial Corp
Pennsylvania
$447K -$28.8K -747 -7%
PP
1871
Professional Planning
California
$443K +$500 +13 +0.1%
VFPI
1872
Vantage Financial Partners (Illinois)
Illinois
$441K -$191K -4,954 -32%
SWA
1873
SFMG Wealth Advisors
Texas
$441K -$52.4K -1,361 -11%
HCA
1874
Harbour Capital Advisors
Virginia
$441K -$18.4K -479 -4%
DK
1875
Darrell & King
Virginia
$441K -$2.04K -53 -0.5%

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.