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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
RCA
1976
Rowland Carmichael Advisors
Arizona
$333K
RI
1977
Ridgewood Investments
New Jersey
$333K +$26.6K +691 +9%
CC
1978
Cornerstone Capital
California
$331K
PTC
1979
Petrus Trust Company
Texas
$328K -$47.4K -1,231 -14%
BIM
1980
Baldwin Investment Management
Pennsylvania
$327K -$32.5K -843 -10%
AC
1981
Allstate Corporation
Illinois
$325K -$11.3K -293 -4%
BCB
1982
Brian C. Broderick
$323K -$40.6K -1,054 -12%
BFG
1983
Barber Financial Group
Kansas
$323K +$297K +7,719 New
ACM
1984
AUA Capital Management
Pennsylvania
$322K
VCM
1985
Vivaldi Capital Management
Illinois
$322K +$2K +52 +0.7%
SFC
1986
SYM Financial Corp
Indiana
$322K +$297K +7,705 New
SG
1987
StoneX Group
New York
$320K -$8.62K -224 -3%
PFA
1988
Pathway Financial Advisors
Vermont
$320K
EIA
1989
Eldridge Investment Advisors
New Hampshire
$320K +$23K +598 +8%
MCM
1990
Mainstay Capital Management
Michigan
$318K -$47.7K -1,238 -14%
FCT
1991
Family Capital Trust
Massachusetts
$317K
MBI
1992
Montrusco Bolton Investments
Quebec, Canada
$315K -$1.84M -47,731 -86%
HA
1993
Hays Advisory
Tennessee
$315K +$20.5K +533 +8%
PHK
1994
Point72 Hong Kong
Hong Kong
$315K +$95K +2,467 +49%
CFA
1995
Capstone Financial Advisors
Illinois
$314K +$38 +1 +0%
LA
1996
LexAurum Advisors
Kansas
$312K -$15.9K -412 -5%
VSWA
1997
Vontobel Swiss Wealth Advisors
Switzerland
$312K -$4.27K -111 -1%
ACG
1998
Allen Capital Group
Nebraska
$312K +$35.8K +930 +14%
NCM
1999
Nelson Capital Management
California
$311K +$12K +312 +4%
BA
2000
BKS Advisors
Michigan
$310K

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.