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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
Axa
176
Axa
France
$104M +$6.06M +157,327 +7%
AA
177
ALPS Advisors
Colorado
$103M -$10M -260,739 -10%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$102M -$5.44M -141,249 -5%
MHI
179
Miller Howard Investments
New York
$102M -$2.78M -72,164 -3%
SCM
180
Sterling Capital Management
North Carolina
$99.8M -$8.66M -224,967 -9%
SLAM
181
Swiss Life Asset Management
$99.7M +$3.11M +80,838 +4%
BTS
182
BB&T Securities
Virginia
$98.6M -$981K -25,479 -1%
ZIM
183
Zacks Investment Management
Illinois
$98.3M +$5.6M +145,550 +7%
FMI
184
Factory Mutual Insurance
Massachusetts
$96.3M -$38.5M -999,614 -30%
Assenagon Asset Management
185
Assenagon Asset Management
Luxembourg
$96.1M +$76.2M +1,980,615 +623%
Comerica Bank
186
Comerica Bank
Texas
$94M -$13.5M -350,404 -13%
N
187
Nuveen
North Carolina
$91.7M -$374K -9,722 -0.4%
Calamos Advisors
188
Calamos Advisors
Illinois
$91M -$2.06M -53,423 -2%
CIP
189
Cornerstone Investment Partners
Georgia
$89.9M -$153K -3,984 -0.2%
ACI
190
AMP Capital Investors
Australia
$89.3M +$2.27M +58,843 +3%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$88.8M -$66.9K -1,739 -0.1%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$88.7M -$125K -3,249 -0.2%
BG
193
Bahl & Gaynor
Ohio
$88.5M -$42.4M -1,100,857 -34%
GIBU
194
Gulf International Bank (UK)
United Kingdom
$88.3M +$3.46M +89,932 +4%
SOMRS
195
State of Michigan Retirement System
Michigan
$86.7M +$605K +15,704 +0.8%
LPL Financial
196
LPL Financial
California
$83.7M +$3.84M +99,733 +5%
FIM
197
Foresters Investment Management
New York
$82.3M +$6.73M +174,858 +10%
BCIM
198
British Columbia Investment Management
British Columbia, Canada
$78.9M -$21M -545,782 -22%
EDRH
199
Edmond de Rothschild Holding
Switzerland
$78.6M -$9.88M -256,552 -12%
CWM
200
CIBC World Markets
New York
$77.7M -$46.9M -1,217,771 -40%

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.