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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
BlackRock
1
BlackRock
New York
$19.9B -$184M -4,768,210 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.5B +$269M +6,978,269 +2%
State Street
3
State Street
Massachusetts
$13B +$274M +7,118,147 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.92B +$104M +2,710,198 +2%
Bank of America
5
Bank of America
North Carolina
$4.59B -$125M -3,245,529 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.88B +$548M +14,242,558 +18%
Capital World Investors
7
Capital World Investors
California
$3.75B +$1.92B +49,751,368 +125%
Northern Trust
8
Northern Trust
Illinois
$3.3B -$48.9M -1,269,359 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.26B -$50M -1,299,081 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.1B +$101M +2,632,614 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3B +$56.9M +1,478,328 +2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$2.65B -$70.9M -1,842,219 -3%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.63B
Norges Bank
14
Norges Bank
Norway
$2.51B +$2.05M +53,262 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$2.45B +$45.7M +1,187,449 +2%
Ameriprise
16
Ameriprise
Minnesota
$2.41B -$90M -2,336,853 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.35B -$36.4M -945,326 -2%
Deutsche Bank
18
Deutsche Bank
Germany
$2.22B -$118M -3,055,090 -5%
Goldman Sachs
19
Goldman Sachs
New York
$1.81B +$27.1M +705,197 +2%
Fisher Asset Management
20
Fisher Asset Management
Washington
$1.78B +$41.9M +1,088,375 +3%
Wells Fargo
21
Wells Fargo
California
$1.76B -$63.8M -1,657,596 -4%
Franklin Resources
22
Franklin Resources
California
$1.63B -$460M -11,945,374 -23%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.62B -$2.04M -53,010 -0.1%
Charles Schwab
24
Charles Schwab
California
$1.55B +$1.4M +36,365 +0.1%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.54B -$171M -4,430,989 -11%

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.