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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
N
226
Natixis
France
$55.4M +$34.3M +1,088,030 +176%
VAM
227
Veritas Asset Management
United Kingdom
$54.5M -$10.8M -342,971 -17%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$54.2M +$116K +3,668 +0.2%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$53.7M +$621K +19,695 +1%
ORIO
230
Old Republic International (ORI)
Illinois
$52.6M
TCM
231
Tetrem Capital Management
Manitoba, Canada
$52.5M -$1.43M -45,411 -3%
NC
232
Nicholas Company
Wisconsin
$51.7M -$21.2M -671,269 -30%
HPC
233
HM Payson & Co
Maine
$51.5M +$1.08M +34,262 +2%
ELC
234
Edgar Lomax Company
Virginia
$51.5M -$7.28M -230,978 -13%
BFM
235
Boston Financial Management
Massachusetts
$51.3M +$3.31M +105,056 +7%
Capital Research Global Investors
236
Capital Research Global Investors
California
$51.3M
NFC
237
Northeast Financial Consultants
Connecticut
$51M -$1.86M -58,839 -4%
BCM
238
Becker Capital Management
Oregon
$50.7M +$230K +7,309 +0.5%
FRM
239
Foundation Resource Management
Arkansas
$50M -$3.22M -102,203 -6%
FFA
240
First Foundation Advisors
California
$49.3M +$1.32M +41,914 +3%
AIA
241
Avalon Investment & Advisory
Texas
$49M +$612K +19,399 +1%
SLAM
242
Swiss Life Asset Management
$48.8M +$10.4M +330,512 +28%
AA
243
ALPS Advisors
Colorado
$48M +$6.44M +204,399 +16%
VFA
244
Virtus Fund Advisers
Connecticut
$47.9M -$18.6M -589,815 -29%
AII
245
AGF Investments Inc
Ontario, Canada
$47.8M +$6.57M +208,368 +16%
Brown Advisory
246
Brown Advisory
Maryland
$47M -$1.06M -33,730 -2%
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.4M +$455K +14,440 +1%
NIMC
248
NWQ Investment Management Company
California
$46.3M -$32.1M -1,018,875 -42%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$45.6M +$3.68M +116,826 +9%
EIM
250
ExxonMobil Investment Management
Texas
$45.2M -$2.76M -87,396 -6%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.