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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
FA
2101
Fagan Associates
New York
$222K +$205K +5,313 New
OIWM
2102
OptiFour Integrated Wealth Management
Virginia
$221K +$203K +5,274 New
UF
2103
Univest Financial
Pennsylvania
$221K +$204K +5,297 New
CWM
2104
Cranbrook Wealth Management
Michigan
$220K
WCF
2105
West Coast Financial
California
$220K +$202K +5,259 New
TL
2106
Tirschwell & Loewy
New York
$220K +$203K +5,268 New
QAM
2107
QCI Asset Management
New York
$218K +$17.7K +459 +10%
SEIA
2108
Signature Estate & Investment Advisors
California
$218K +$35.4K +920 +21%
DRD
2109
Dennis R. Delaney
$218K +$201K +5,217 New
UC
2110
Unio Capital
New Jersey
$218K +$201K +5,217 New
AFNAS
2111
American Financial Network Advisory Services
California
$216K +$199K +5,173 New
EWF
2112
Epstein & White Financial
California
$215K -$105K -2,732 -35%
HIM
2113
Harbour Investment Management
Washington
$215K +$198K +5,138 New
Rafferty Asset Management
2114
Rafferty Asset Management
New York
$215K +$198K +5,140 New
LFG
2115
Larson Financial Group
Missouri
$215K +$198K +5,153 New
MFS
2116
Madrona Financial Services
Washington
$214K +$197K +5,117 New
LBC
2117
Lawrence B. Cohen
$213K +$196K +5,093 New
ACP
2118
Arcus Capital Partners
Georgia
$213K +$196K +5,103 New
SIAP
2119
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K +$385 +10 +0.2%
YL
2120
YCG LLC
Texas
$212K +$195K +5,059 New
CCT
2121
Capital City Trust
Florida
$212K +$195K +5,069 New
MCTIC
2122
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$212K +$195K +5,070 New
AC
2123
Avestar Capital
New York
$211K -$78K -2,025 -28%
MGAM
2124
McGowan Group Asset Management
Texas
$211K +$194K +5,050 New
SGI
2125
Summit Global Investments
Utah
$210K -$58.1K -1,509 -23%

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.