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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
WCM
1951
Wallace Capital Management
Texas
$365K
CAM
1952
Chesapeake Asset Management
New York
$363K -$5.97K -155 -2%
BI
1953
Bredin Investment
Delaware
$363K
SFFS
1954
Stonehage Fleming Financial Services
Jersey
$362K
CBB
1955
Citizens Business Bank
California
$361K +$7.51K +195 +2%
DCM
1956
Driehaus Capital Management
Illinois
$361K +$17.1K +444 +5%
GTAM
1957
Global Trust Asset Management
Florida
$361K +$193K +5,018 +139%
AAM
1958
Aureus Asset Management
Massachusetts
$360K +$231 +6 +0.1%
PP
1959
PDS Planning
Ohio
$360K +$72.8K +1,891 +28%
CA
1960
Continuum Advisory
Idaho
$354K -$7.66K -199 -2%
GIP
1961
Greatmark Investment Partners
Georgia
$354K +$97.4K +2,530 +43%
LPC
1962
Loeb Partners Corp
New York
$353K -$812K -21,080 -71%
AIM
1963
Advantage Investment Management
Iowa
$351K -$51.4K -1,336 -14%
HHGA
1964
Halbert Hargrove Global Advisors
California
$351K -$14.7K -381 -4%
SCM
1965
Sterneck Capital Management
Missouri
$350K -$101K -2,616 -24%
CCM
1966
Copeland Capital Management
Pennsylvania
$350K
AAM
1967
Ascension Asset Management
New York
$348K -$70.6K -1,834 -18%
BW
1968
Biegel & Waller
Maryland
$345K -$23.9K -620 -7%
TCM
1969
Tradewinds Capital Management
Washington
$345K +$11.2K +290 +4%
BAMG
1970
Brand Asset Management Group
Missouri
$343K -$2.23K -58 -0.7%
GC
1971
Gilbert & Cook
Iowa
$342K +$3.81K +99 +1%
SLA
1972
Silver Lake Advisory
Utah
$342K +$6.2K +161 +2%
FCIM
1973
Fairview Capital Investment Management
California
$339K +$14.7K +382 +5%
DP
1974
Denver PWM
Colorado
$338K +$315K +8,175 New
EAMA
1975
EFG Asset Management (Americas)
Florida
$334K -$45.9K -1,192 -13%

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.