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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
HCM
2051
Harvey Capital Management
Florida
$264K -$487K -12,648 -67%
PGCM
2052
Prescott Group Capital Management
Oklahoma
$264K
SM
2053
Salzhauer Michael
$264K
WWMSC
2054
Wagner Wealth Management (South Carolina)
South Carolina
$264K +$3.39K +88 +1%
DA
2055
Doliver Advisors
Texas
$263K +$242K +6,279 New
NCM
2056
Neumann Capital Management
California
$262K -$19.5K -506 -7%
LAIC
2057
Lederer & Associates Investment Counsel
California
$262K +$8.31K +216 +4%
ADMI
2058
Albert D. Mason Inc
Massachusetts
$261K -$42.2K -1,096 -15%
PAMG
2059
Patton Albertson Miller Group
Tennessee
$261K +$22.6K +588 +10%
PFA
2060
Paradigm Financial Advisors
Missouri
$260K -$16.1K -417 -6%
DBG
2061
De Burlo Group
Massachusetts
$260K
SFS
2062
Summit Financial Strategies
Ohio
$258K +$237K +6,159 New
ATIA
2063
American Trust Investment Advisors
New Hampshire
$257K -$17.7K -459 -7%
KIA
2064
Kopp Investment Advisors
Minnesota
$256K +$236K +6,126 New
PCFFS
2065
Pacific Center for Financial Services
California
$254K
SG
2066
Somerset Group
Minnesota
$254K +$234K +6,067 New
PFGIA
2067
Patriot Financial Group Insurance Agency
Massachusetts
$253K +$158K +4,099 +211%
PCIA
2068
Prime Capital Investment Advisors
Kansas
$253K +$230K +5,968 +7,554%
PCP
2069
Proficio Capital Partners
Massachusetts
$252K -$10.8K -281 -4%
GA
2070
Gateway Advisory
New Jersey
$252K +$154 +4 +0.1%
PFC
2071
Phocas Financial Corp
California
$251K -$11.2K -290 -5%
PWM
2072
Paulson Wealth Management
Illinois
$250K +$2.81K +73 +1%
ACM
2073
Alta Capital Management
Utah
$249K -$13.2K -344 -5%
FSCM
2074
Front Street Capital Management
Montana
$248K -$2.04K -53 -0.9%
CB
2075
Cooke & Bieler
Pennsylvania
$247K

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.