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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
PD
1926
Planning Directions
Pennsylvania
$387K +$2.27K +59 +0.6%
PAS
1927
Partnervest Advisory Services
California
$387K +$72K +1,871 +25%
ICM
1928
IMS Capital Management
Oregon
$387K +$125K +3,246 +54%
ECM
1929
Elgethun Capital Management
South Dakota
$386K
RPAM
1930
Rhenman & Partners Asset Management
Sweden
$386K
GAMC
1931
Garner Asset Management Corp
Texas
$384K
BIM
1932
Barton Investment Management
Pennsylvania
$383K
MCM
1933
MV Capital Management
Maryland
$381K -$31.2K -811 -8%
BCM
1934
Baltimore Capital Management
Maryland
$381K -$30.5K -791 -8%
FWSM
1935
First Wilshire Securities Management
California
$381K
PGWM
1936
Parisi Gray Wealth Management
New Jersey
$380K -$40.7K -1,058 -10%
CCM
1937
Carlson Capital Management
Minnesota
$380K +$11.4K +295 +3%
FLAM
1938
First Light Asset Management
Minnesota
$377K
SNB
1939
Security National Bank
Nebraska
$376K +$122K +3,162 +54%
LIA
1940
LBMC Investment Advisors
Tennessee
$375K -$16.4K -426 -5%
GAG
1941
GM Advisory Group
New York
$375K +$10.1K +262 +3%
GCMG
1942
Gyroscope Capital Management Group
Florida
$375K +$339K +8,810 New
VLC
1943
Van Leeuwen & Company
New Jersey
$375K +$345K +8,962 New
NPF
1944
Norris Perne & French
Michigan
$374K -$17.8K -462 -5%
OWP
1945
Obermeyer Wealth Partners
Colorado
$374K +$57.1K +1,484 +20%
RPC
1946
Rossmore Private Capital
Connecticut
$369K +$23.3K +606 +7%
CIC
1947
Chase Investment Counsel
Virginia
$369K +$47.4K +1,232 +16%
SLT
1948
St Louis Trust
Missouri
$367K -$334K -8,665 -50%
BIA
1949
BHK Investment Advisors
Alabama
$367K +$58K +1,506 +21%
WLIM
1950
White Lighthouse Investment Management
Massachusetts
$365K -$16.2K -421 -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.