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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
LYV
2151
Live Your Vision
Pennsylvania
$170K +$29.3K +760 +23%
LD
2152
Lipe & Dalton
New York
$155K
CA
2153
Centerpoint Advisors
Massachusetts
$155K +$2.35K +61 +2%
SWM
2154
Selective Wealth Management
Virginia
$155K +$143K +3,715 New
Parallax Volatility Advisers
2155
Parallax Volatility Advisers
California
$149K +$137K +3,570 New
CAGAS
2156
Capital Advisory Group Advisory Services
Minnesota
$145K
BWL
2157
Bogart Wealth LLC
Virginia
$144K +$6.24K +162 +5%
HCM
2158
Hilton Capital Management
New York
$141K -$808 -21 -0.6%
CPH
2159
C Partners Holding
Switzerland
$133K -$119K -3,104 -49%
RFWA
2160
RPg Family Wealth Advisory
Massachusetts
$127K
TFA
2161
Toth Financial Advisory
Virginia
$123K +$269 +7 +0.2%
BA
2162
Ballew Advisors
Mississippi
$123K +$385 +10 +0.3%
ME
2163
McIlrath & Eck
Washington
$122K +$14.9K +388 +15%
APSP
2164
Asset Planning Services (Pennsylvania)
Pennsylvania
$120K +$616 +16 +0.6%
EARNEST Partners
2165
EARNEST Partners
Georgia
$116K
CFN
2166
Cordasco Financial Network
Florida
$114K
RIA
2167
RPG Investment Advisory
California
$110K -$6.08K -158 -6%
FFW
2168
Fusion Family Wealth
New York
$108K
HMS
2169
Hanseatic Management Services
New Mexico
$103K +$95K +2,467 New
GCM
2170
Grisanti Capital Management
New York
$101K -$1.86M -48,363 -95%
MUS
2171
Mitsubishi UFJ Securities
Japan
$101K
RAM
2172
Riggs Asset Management
Pennsylvania
$101K
ABA
2173
American Beacon Advisors
Texas
$99K +$7.28K +189 +9%
CCMW
2174
Cypress Capital Management (Wyoming)
Wyoming
$97K
AA
2175
AlphaMark Advisors
Kentucky
$96K -$16.2K -421 -16%

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.