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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
PP
1876
Peconic Partners
New York
$441K
MAA
1877
Mraz Amerine & Associates
California
$439K -$2.19K -57 -0.5%
GEA
1878
Glen Eagle Advisors
New Jersey
$436K -$6.08K -158 -1%
GWS
1879
Glassman Wealth Services
Virginia
$435K -$4.12K -107 -1%
BFPW
1880
BOK Financial Private Wealth
Colorado
$435K
WA1
1881
Wimmer Associates 1
California
$435K +$15.4K +400 +4%
SP
1882
Successful Portfolios
Florida
$434K -$7.43K -193 -2%
AIM
1883
Acropolis Investment Management
Missouri
$432K +$57.2K +1,486 +17%
WAM
1884
Wakefield Asset Management
Colorado
$432K +$397K +10,325 New
IIA
1885
IPG Investment Advisors
California
$430K +$63.9K +1,661 +19%
PJSIMP
1886
P.J. Schmidt Investment Management (PJS)
Wisconsin
$429K -$111K -2,896 -22%
HFA
1887
High Falls Advisors
New York
$429K +$693 +18 +0.2%
HHAA
1888
Henry H. Armstrong Associates
Pennsylvania
$427K
HFM
1889
Harvest Fund Management
China
$426K +$392K +10,177 New
SGK
1890
Steigerwald Gordon & Koch
Virginia
$424K +$616 +16 +0.2%
BCA
1891
Bay Colony Advisors
Massachusetts
$424K +$60.1K +1,562 +18%
BMM
1892
Buffington Mohr McNeal
Idaho
$423K +$1.12K +29 +0.3%
CS
1893
Cannell & Spears
New York
$420K -$3.89K -101 -1%
CC
1894
Centiva Capital
New York
$420K +$387K +10,055 New
IUHSA
1895
Itau Unibanco Holding S.A.
Brazil
$418K -$199K -5,179 -34%
CWM
1896
Circle Wealth Management
New Jersey
$418K +$1.89K +49 +0.5%
CAM
1897
Cidel Asset Management
Ontario, Canada
$415K
VWA
1898
V Wealth Advisors
Kansas
$409K +$64.2K +1,667 +20%
HFA
1899
Huber Financial Advisors
Illinois
$408K +$38 +1 +0%
LC
1900
Landaas & Company
Wisconsin
$407K +$77 +2 +0%

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.