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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
226
Meyer Handelman Company
New York
$58.3M -$5.33M -156,437 -8%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$57.9M -$14.6M -428,864 -20%
CIP
228
Cornerstone Investment Partners
Georgia
$57.4M +$1.93M +56,634 +4%
LPL Financial
229
LPL Financial
California
$57.3M +$5.99M +175,648 +12%
BFM
230
Boston Financial Management
Massachusetts
$57.2M -$261K -7,651 -0.5%
NC
231
Nicholas Company
Wisconsin
$54.6M -$336K -9,866 -0.6%
Capital Research Global Investors
232
Capital Research Global Investors
California
$54.3M
HPC
233
HM Payson & Co
Maine
$54.2M +$12.3K +362 +0%
BCM
234
Becker Capital Management
Oregon
$54.1M -$507K -14,864 -0.9%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$52.9M +$706K +20,714 +1%
Brown Advisory
236
Brown Advisory
Maryland
$51M -$253K -7,409 -0.5%
VAM
237
Veritas Asset Management
United Kingdom
$50.9M -$6.72M -197,098 -12%
AA
238
ALPS Advisors
Colorado
$50.2M +$984K +28,847 +2%
NMIMC
239
Northwestern Mutual Investment Management Company
Wisconsin
$48.8M +$301K +8,836 +0.6%
CEI
240
Clark Estates Inc
New York
$48.5M -$10.8M -316,200 -18%
NFC
241
Northeast Financial Consultants
Connecticut
$48.2M +$659K +19,337 +1%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$47.7M +$2.29M +67,139 +5%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$47.4M -$1.81M -53,178 -4%
ELC
244
Edgar Lomax Company
Virginia
$47.4M -$1.44M -42,255 -3%
VanEck Associates
245
VanEck Associates
New York
$47.1M -$2.12M -62,069 -4%
Nomura Asset Management
246
Nomura Asset Management
Japan
$46.3M +$1.51M +44,265 +3%
FRM
247
Foundation Resource Management
Arkansas
$45.5M -$6.49M -190,248 -13%
SC
248
Scotia Capital
Ontario, Canada
$45.1M +$1.02M +29,843 +2%
MAM
249
Martingale Asset Management
Massachusetts
$44.9M +$3.65M +107,044 +9%
ProShare Advisors
250
ProShare Advisors
Maryland
$44.9M +$14.1M +413,596 +46%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.