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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
LFASL
2226
Lugano Financial Advisors SA (LFA)
Switzerland
$14K
RBC
2227
Roble Belko & Company
Pennsylvania
$14K
LWA
2228
Lowe Wealth Advisors
Maryland
$13K
SCA
2229
Stuart Chaussee & Associates
California
$12K
TA
2230
Townsend & Associates
Colorado
$12K +$115 +3 +1%
CAM
2231
ClariVest Asset Management
California
$11K
MIM
2232
Macroview Investment Management
Maryland
$11K +$38 +1 +0.4%
TJHA
2233
Thomas J. Herzfeld Advisors
Florida
$10K
PO
2234
Private Ocean
California
$9K -$16.7K -434 -67%
GI
2235
GS Investments
Minnesota
$8.81K -$4.04K -105 -33%
FA
2236
Fortis Advisors
Pennsylvania
$8K +$77 +2 +1%
OAJ
2237
Ogorek Anthony Joseph
New York
$8K +$8.12K +211 New
FEG
2238
Financial Enhancement Group
Indiana
$7K
HCM
2239
Horrell Capital Management
Arkansas
$7K
ACM
2240
Advent Capital Management
New York
$7K +$6.54K +170 New
DWA
2241
Divergent Wealth Advisors
Utah
$6K
WKWM
2242
Walter & Keenan Wealth Management
Indiana
$5.7K +$45.8K +1,189 +0.9%
SA
2243
SRH Advisors
Kansas
$5K
SGAM
2244
Smith Group Asset Management
Texas
$4K
C
2245
Cerebellum
California
$3K -$654 -17 -21%
CIR
2246
Clear Investment Research
Georgia
$3K +$2.31K +60 New
PG
2247
Proffitt & Goodson
Tennessee
$3K +$2.77K +72 New
WG
2248
Welch Group
Alabama
$2.47K +$24.1K +625 +1%
FRA
2249
Front Row Advisors
California
$2.42K -$61.6K -1,600 -3%
AJ
2250
Ashburton (Jersey)
Jersey
$2.35K -$63.3K -1,644 -3%

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.