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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
JCM
2076
Jag Capital Management
Missouri
$245K +$77 +2 +0%
PA
2077
Perennial Advisors
New York
$243K
DMC
2078
Drexel Morgan & Co
Pennsylvania
$242K
CIA
2079
Cascade Investment Advisors
Oregon
$241K
EA
2080
Evanston Advisors
Illinois
$240K +$221K +5,733 New
MCMT
2081
Moon Capital Management (Tennessee)
Tennessee
$240K +$220K +5,710 New
CCM
2082
Compass Capital Management
Minnesota
$239K +$220K +5,717 New
FWC
2083
First Washington Corp
Washington
$238K +$16.2K +422 +8%
AWE
2084
Avidian Wealth Enterprises
Texas
$238K +$219K +5,688 New
SNBOSCI
2085
Security National Bank of Sioux City Iowa
Iowa
$236K +$218K +5,656 New
Capstone Investment Advisors
2086
Capstone Investment Advisors
New York
$234K -$1.5M -39,079 -87%
TCM
2087
Tufton Capital Management
Maryland
$233K -$38.2K -992 -15%
CA
2088
Corrado Advisors
New Jersey
$233K +$214K +5,570 New
CCA
2089
Clearwater Capital Advisors
Illinois
$233K +$215K +5,577 New
PG
2090
Patten Group
Tennessee
$232K
JWBC
2091
John W. Bristol & Co
New York
$231K
SAM
2092
Shamrock Asset Management
Texas
$230K +$77 +2 +0%
SIAS
2093
Shine Investment Advisory Services
Colorado
$229K -$1.16K -30 -0.5%
NPPM
2094
North Point Portfolio Managers
Ohio
$229K +$211K +5,473 New
CHP
2095
Cable Hill Partners
Oregon
$228K -$13.9K -360 -6%
SRCM
2096
Swift Run Capital Management
Virginia
$228K +$210K +5,454 New
BRF
2097
B. Riley Financial
California
$227K -$486K -12,631 -70%
SHA
2098
Seneca House Advisors
Virginia
$227K +$209K +5,424 New
BA
2099
BCM Advisors
Louisiana
$224K +$206K +5,348 New
TCB
2100
Texas Capital Bancshares
Texas
$223K +$206K +5,345 New

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.