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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
LGWM
2176
Litman Gregory Wealth Management
California
$96K
LF
2177
Lee Financial
Texas
$86K -$136K -3,534 -63%
SHJ
2178
Sharkey, Howes & Javer
Colorado
$84K
PS
2179
Portfolio Strategies
New York
$81K -$35.4K -919 -32%
BCI
2180
Brinker Capital Investments
Pennsylvania
$76K -$1.23K -32 -2%
AWM
2181
Avondale Wealth Management
Texas
$76K
WCAMG
2182
Woodard & Company Asset Management Group
North Carolina
$76K
CWA
2183
Clarus Wealth Advisors
Arizona
$75K -$23.2K -603 -25%
TFA
2184
Transamerica Financial Advisors
Florida
$73K +$57.4K +1,491 +601%
HS
2185
Horan Securities
United States
$72K +$308 +8 +0.5%
DPA
2186
Delphi Private Advisors
California
$69K
PAM
2187
Paradigm Asset Management
New York
$68.3K -$4.04K -105 -6%
OFS
2188
Orrstown Financial Services
Pennsylvania
$68K -$15.2K -395 -19%
IP
2189
Isthmus Partners
Wisconsin
$68K +$34.5K +896 +121%
KAS
2190
Kemnay Advisory Services
New York
$66K
MWM
2191
MinichMacGregor Wealth Management
New York
$66K +$11.4K +297 +23%
WAS
2192
WESPAC Advisors SoCal
California
$66K +$61.3K +1,593 New
SQA
2193
Simon Quick Advisors
New Jersey
$63K -$6.47K -168 -10%
TVWM
2194
Tower View Wealth Management
Wisconsin
$62K
PW
2195
Price Wealth
Texas
$61K -$74K -1,923 -57%
CH
2196
Canton Hathaway
Rhode Island
$59K +$54.8K +1,423 New
WAM
2197
Watermark Asset Management
California
$57K +$308 +8 +0.6%
AP
2198
Arlington Partners
Alabama
$57K +$12.2K +316 +30%
T2I
2199
Turim 21 Investimentos
Brazil
$54K -$29.6K -770 -37%
VC
2200
Vestor Capital
Illinois
$53K +$48.5K +1,260 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.