At Holdings Channel, we have now reviewed the most recent batch of the 20 most up-to-date 13F filings for the 09/30/2024 reporting interval, and seen that Pfizer Inc (Image: PFE) was held by 14 of those funds. When hedge fund managers seem like pondering alike, we discover it’s a good suggestion to take a better look.
Earlier than we proceed, you will need to level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their lengthy positions with the SEC, however should not required to reveal their brief positions. A fund making a bearish wager in opposition to a inventory by shorting calls, for instance, may also be lengthy some quantity of inventory as they commerce round their general bearish place. This lengthy part may present up in a 13F submitting and everybody would possibly assume the fund is bullish, however this tells solely a part of the story as a result of the bearish/brief facet of the place just isn’t seen.
Having provided that caveat, we imagine that taking a look at teams of 13F filings will be revealing, particularly when evaluating one holding interval to a different. Under, let’s check out the change in PFE positions, for this newest batch of 13F filers:
| Fund | New Place? | Change In Share Rely | Change In Market Worth ($ in 1000’s) |
|---|---|---|---|
| Te Ahumairangi Investment Management Ltd | Current | +11,000 | +$477 |
| Anchor Investment Management LLC | Current | –1,166 | +$104 |
| Fulcrum Equity Management | Current | –1,321 | –$22 |
| Erste Asset Management GmbH | NEW | +576,743 | +$16,776 |
| Freestone Capital Holdings LLC | Current | +69,131 | +$2,159 |
| Eaton Financial Holdings Company LLC | NEW | +13,180 | +$381 |
| Boyar Asset Management Inc. | Current | +284 | +$100 |
| Sculati Wealth Management LLC | Current | +1,596 | +$32 |
| Stock Yards Bank & Trust Co. | Current | –7,636 | –$104 |
| Pine Valley Investments Ltd Liability Co | Current | +999 | +$175 |
| World Investment Advisors LLC | Current | +48,281 | +$1,473 |
| Sanctuary Advisors LLC | Current | +181,435 | +$5,818 |
| Sfmg LLC | Current | –505 | –$5 |
| Arvest Bank Trust Division | NEW | +485,143 | +$14,040 |
| Mixture Change: | +1,377,164 | +$41,404 | |
When it comes to shares owned, we depend 7 of the above funds having elevated present PFE positions from 06/30/2024 to 09/30/2024, with 4 having decreased their positions and three new positions.
Wanting past these specific funds on this one batch of most up-to-date filers, we tallied up the PFE share depend within the mixture amongst all of the funds which held PFE on the 09/30/2024 reporting interval (out of the 7,330 we checked out in complete). We then in contrast that quantity to the sum complete of PFE shares those self same funds held again on the 06/30/2024 interval, to see how the combination share depend held by hedge funds has moved for PFE. We discovered that between these two intervals, funds elevated their holdings by 361,278,143 shares within the mixture, from 3,302,823,739 as much as 3,664,101,882 for a share depend enhance of roughly 10.94%. The general prime three funds holding PFE on 09/30/2024 have been:
We’ll preserve following the latest 13F filings by hedge fund managers and convey you fascinating tales derived from a take a look at the combination data throughout teams of managers between submitting intervals. Whereas taking a look at particular person 13F filings can typically be deceptive because of the long-only nature of the knowledge, the sum complete throughout teams of funds from one reporting interval to a different could be a lot extra revealing and related, offering fascinating inventory concepts that advantage additional analysis, like Pfizer Inc (Image: PFE).
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The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
