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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
OBWP
1901
O'Brien Wealth Partners
Massachusetts
$407K +$375K +9,738 New
MWM
1902
Merriman Wealth Management
Washington
$406K -$149K -3,877 -29%
ZAM
1903
Zevin Asset Management
Massachusetts
$406K
MLFP
1904
MPS Loria Financial Planners
Illinois
$405K -$138K -3,572 -27%
SFI
1905
SPC Financial Inc
Maryland
$405K +$40.6K +1,054 +12%
CNB
1906
Camden National Bank
Maine
$401K +$2.12K +55 +0.6%
HPWM
1907
Highland Private Wealth Management
Washington
$399K -$30.1K -783 -8%
MWM
1908
Meridian Wealth Management
Kentucky
$398K -$165K -4,290 -31%
CW
1909
Cabot-Wellington
Massachusetts
$397K
JLBC
1910
J.L. Bainbridge & Co
Florida
$397K +$365K +9,486 New
ARM
1911
Adirondack Research & Management
New York
$396K
TIM
1912
Tortoise Investment Management
New York
$396K
ML
1913
McAdam LLC
Pennsylvania
$396K +$174K +4,527 +92%
PWM
1914
Perigon Wealth Management
California
$394K -$419K -10,891 -54%
FUBT
1915
First United Bank & Trust
Maryland
$394K -$28.4K -738 -7%
CF
1916
Corrigan Financial
Rhode Island
$393K -$6.78K -176 -2%
AW
1917
Alpha Windward
Massachusetts
$393K -$8.35K -217 -2%
SCM
1918
Suffolk Capital Management
New York
$393K +$361K +9,388 New
EA
1919
Elm Advisors
California
$392K +$72.4K +1,881 +25%
WA
1920
Wealth Architects
California
$391K +$21.4K +556 +6%
SMH
1921
Sanders Morris Harris
Texas
$390K -$82.5K -2,144 -19%
CPC
1922
Congress Park Capital
New York
$390K +$7.12K +185 +2%
MMA
1923
Miracle Mile Advisors
California
$389K -$99.8K -2,592 -22%
DC
1924
DeDora Capital
California
$389K -$43.9K -1,141 -11%
PIA
1925
Pinion Investment Advisors
Kansas
$387K -$25.1K -653 -7%

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.