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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
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
$36.9M +$1.57M +49,716 +5%
ZIG
277
Zurich Insurance Group
Switzerland
$36.1M +$4.45M +141,246 +15%
Truist Financial
278
Truist Financial
North Carolina
$36M -$2.53M -80,168 -7%
TH
279
TCTC Holdings
Texas
$36M +$233K +7,378 +0.7%
SIA
280
Sit Investment Associates
Minnesota
$35.9M -$3.93M -124,736 -10%
BNP Paribas Asset Management
281
BNP Paribas Asset Management
France
$35.9M -$1.83M -58,014 -5%
RCM
282
RNC Capital Management
California
$35.7M +$1.48M +46,875 +4%
Victory Capital Management
283
Victory Capital Management
Texas
$35.6M -$11.7M -369,690 -25%
D.E. Shaw & Co
284
D.E. Shaw & Co
New York
$35.4M -$157M -4,979,659 -82%
WF
285
Welch & Forbes
Massachusetts
$35.2M -$39.6K -1,257 -0.1%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$34.9M -$2.46M -77,890 -7%
HTC
287
Haverford Trust Company
Pennsylvania
$34.7M +$1.51M +47,836 +5%
CA
288
Commerzbank Aktiengesellschaft
Germany
$34.7M +$4.21M +133,472 +14%
TCT
289
TIAA CREF Trust
Missouri
$34.4M -$1.93M -61,209 -5%
Mitsubishi UFJ Asset Management
290
Mitsubishi UFJ Asset Management
Japan
$34.4M +$1.18M +37,336 +4%
SCA
291
STALEY CAPITAL ADVISERS
Pennsylvania
$34.3M -$59.5K -1,887 -0.2%
SAC
292
Smith Affiliated Capital
New York
$34.2M
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$34.1M -$52.7K -1,672 -0.2%
SG Americas Securities
294
SG Americas Securities
New York
$33.4M -$51.4M -1,630,785 -61%
AAMU
295
AEGON Asset Management (UK)
United Kingdom
$33.3M -$4.23M -134,036 -12%
Nomura Asset Management
296
Nomura Asset Management
Japan
$33.3M -$6.13M -194,354 -16%
DMK
297
David M. Knott
$33.3M
SW
298
SVB Wealth
Massachusetts
$33.1M -$1.05M -33,274 -3%
VRS
299
Virginia Retirement Systems
Virginia
$33M -$1.17M -36,996 -4%
UCFA
300
United Capital Financial Advisors
Texas
$32.8M -$134K -4,241 -0.4%

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.