Pfizer
PFE
1,737 hedge funds and large institutions have $138B invested in Pfizer in 2013 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 590 increasing their positions, 754 reducing their positions, and 62 closing their positions.
239% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 62
8% more funds holding
Funds holding: 1,606 → 1,737 (+131)
4% more capital invested
Capital invested by funds: $133B → $138B (+$4.97B)
4% more call options, than puts
Call options by funds: $1.28B | Put options by funds: $1.23B
0.48% less ownership
Funds ownership: 73.66% → 73.18% (-0.48%)
2% less funds holding in top 10
Funds holding in top 10: 254 → 250 (-4)
22% less repeat investments, than reductions
Existing positions increased: 590 | Existing positions reduced: 754
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$230M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$224M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$206M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$100M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$91.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$642M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$463M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$417M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$357M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$281M |
PFE Hedge Fund Activity: Q4 2013 in Review
1,737 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2013, worth a combined $138B — up 3.7% from $133B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new PFE positions and 62 closed out — a net gain of 148 holders — while 590 added to existing stakes and 754 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $230M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $642M.
- 1,737 institutional investors held Pfizer (PFE) as of Q4 2013, up from 1,606 in Q3 2013.
- Funds reported $138B of Pfizer stock for Q4 2013, up 3.7% quarter-over-quarter.
- 210 funds opened new Pfizer positions in Q4 2013 and 62 closed out, a net change of +148 holders.
- The largest Pfizer buyer in Q4 2013 was Renaissance Technologies, an estimated $230M added.
- The largest Pfizer seller in Q4 2013 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $642M sold.
Based on aggregated 13F filings for Q4 2013.