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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
BOS
2001
Bank of Stockton
California
$309K -$5.93K -154 -2%
BBA
2002
Braun-Bostich & Associates
Pennsylvania
$309K +$9.74K +253 +4%
HCA
2003
Horan Capital Advisors
Ohio
$309K +$31.2K +811 +12%
PCMK
2004
Paragon Capital Management (Kansas)
Kansas
$308K +$154K +4,008 +119%
PAA
2005
Peregrine Asset Advisers
Oregon
$307K +$8.7K +226 +3%
FGAM
2006
Financial Gravity Asset Management
Texas
$304K -$38K -987 -12%
SAS
2007
Stelac Advisory Services
New York
$304K +$6.04K +157 +2%
BCAM
2008
Boston Common Asset Management
Massachusetts
$302K
DOA
2009
D'Orazio & Associates
Virginia
$302K +$1K +26 +0.4%
SHIM
2010
Stone House Investment Management
Pennsylvania
$302K +$2.19K +57 +0.8%
CWM
2011
Cabot Wealth Management
Massachusetts
$301K +$38 +1 +0%
LRIC
2012
Long Road Investment Counsel
Michigan
$299K
TCOO
2013
Trust Company of Oklahoma
Oklahoma
$299K -$64.9K -1,686 -19%
VCM
2014
Versant Capital Management
Arizona
$296K -$385 -10 -0.1%
EDRIA
2015
Edmonds Duncan Registered Investment Advisors
Kansas
$295K
SRIM
2016
Saratoga Research & Investment Management
California
$294K -$12.2K -316 -4%
TIM
2017
Total Investment Management
Arizona
$294K +$115 +3 +0%
FMB
2018
Field & Main Bank
Kentucky
$293K
TW
2019
Towerpoint Wealth
California
$293K +$17K +441 +7%
PA
2020
PFG Advisors
Arizona
$292K -$6.7K -174 -2%
BII
2021
Bainco International Investors
Massachusetts
$291K +$29K +753 +12%
ACM
2022
Armbruster Capital Management
New York
$290K +$267K +6,926 New
SFG
2023
StrategIQ Financial Group
Indiana
$287K +$20.2K +525 +8%
CM
2024
Castleark Management
Illinois
$286K
CAM
2025
Concorde Asset Management
Michigan
$285K +$539 +14 +0.2%

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.