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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
HI
2126
Hendershot Investments
Virginia
$210K +$194K +5,031 New
DLG
2127
Daniel L. Goodwin
$208K
SICM
2128
Sustainable Insight Capital Management
New York
$207K -$2.37M -61,448 -93%
EWM
2129
Elite Wealth Management
Washington
$206K -$40.6K -1,054 -18%
MAP
2130
Moody Aldrich Partners
Massachusetts
$205K +$189K +4,897 New
EIG
2131
Ellenbecker Investment Group
Wisconsin
$205K +$189K +4,904 New
HF
2132
HRT Financial
New York
$205K +$189K +4,920 New
TA
2133
Trellis Advisors
Washington
$203K +$187K +4,846 New
NPT
2134
Nixon Peabody Trust
Massachusetts
$202K +$185K +4,818 New
NCM
2135
Novare Capital Management
North Carolina
$202K +$186K +4,839 New
SGS
2136
Sterling Global Strategies
California
$201K +$184K +4,786 New
HCM
2137
HMS Capital Management
Tennessee
$201K +$185K +4,806 New
GAM
2138
Garrison Asset Management
Arkansas
$200K +$184K +4,790 New
FC
2139
Ferris Capital
Massachusetts
$198K -$13.5K -350 -7%
HI
2140
Harrington Investments
California
$198K +$231 +6 +0.1%
AIP
2141
Almanack Investment Partners
Pennsylvania
$198K +$181K +4,705 New
HCA
2142
Heck Capital Advisors
Wisconsin
$194K -$10.7K -279 -6%
WC
2143
Whitney & Co
New York
$191K +$33.3K +864 +23%
CC
2144
Claybrook Capital
Massachusetts
$181K
ACM
2145
Aviance Capital Management
Florida
$175K -$5.76M -149,736 -97%
LCM
2146
Laurion Capital Management
New York
$173K -$4.92M -127,912 -97%
BCA
2147
Bray Capital Advisors
Florida
$173K
SPL
2148
Smart Portfolios LLC
Washington
$173K
SMG
2149
Spectrum Management Group
Indiana
$173K
CAW
2150
Cornerstone Advisors (Washington)
Washington
$173K +$27.8K +723 +21%

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.