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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
SOADOR
251
State of Alaska Department of Revenue
Alaska
$44.9M +$18.4M +539,976 +71%
SAM
252
Shell Asset Management
Netherlands
$44.8M +$4.76M +139,527 +12%
SWITC
253
Stewart West Indies Trading Company
Colorado
$43.7M
VRS
254
Virginia Retirement Systems
Virginia
$43.7M -$53.9K -1,581 -0.1%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$43.5M +$306K +8,982 +0.7%
SC
256
Saturna Capital
Washington
$43.3M +$201K +5,896 +0.5%
CI
257
Conning Inc
Connecticut
$43.2M -$418K -12,268 -1%
KCM
258
Kornitzer Capital Management
Kansas
$43.1M -$243K -7,136 -0.6%
SG Americas Securities
259
SG Americas Securities
New York
$43M +$41.3M +1,211,306 +3,117%
XK
260
Xact Kapitalforvaltning
Sweden
$42.3M +$2.78M +81,461 +7%
ERSOT
261
Employees Retirement System of Texas
Texas
$41.4M -$57.5K -1,686 -0.1%
MA
262
MUFG Americas
New York
$41.1M -$510K -14,970 -1%
PWLP
263
Prio Wealth Limited Partnership
Massachusetts
$40.8M -$61.4K -1,802 -0.2%
URS
264
Utah Retirement Systems
Utah
$39.9M +$536K +15,705 +1%
RCM
265
RNC Capital Management
California
$39.5M +$270K +7,926 +0.7%
Envestnet Asset Management
266
Envestnet Asset Management
Illinois
$39.4M +$3.68M +108,057 +10%
IG
267
ING Group
Netherlands
$39.2M -$35.2M -1,033,310 -48%
NIMC
268
NWQ Investment Management Company
California
$38.8M -$671K -19,672 -2%
HTC
269
Haverford Trust Company
Pennsylvania
$38.8M -$169K -4,964 -0.4%
GF
270
Gabelli Funds
New York
$38.4M -$6.55M -192,170 -15%
BNP Paribas Asset Management
271
BNP Paribas Asset Management
France
$38.1M +$6.36M +186,378 +20%
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37.9M -$4.47M -131,183 -11%
TH
273
TCTC Holdings
Texas
$37.8M -$89.8K -2,635 -0.2%
RG
274
Rathbones Group
United Kingdom
$37.5M +$115K +3,367 +0.3%
NLI
275
Nippon Life Insurance
Japan
$37.4M -$6.56M -192,464 -15%

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.