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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
276
RNC Capital Management
California
$38.6M +$24.7K +770 +0.1%
HTC
277
Haverford Trust Company
Pennsylvania
$38.4M +$911K +28,332 +3%
TH
278
TCTC Holdings
Texas
$37.4M +$10.2K +317 +0%
RG
279
Rathbones Group
United Kingdom
$36.8M +$3.36M +104,631 +11%
Truist Financial
280
Truist Financial
North Carolina
$36.5M -$292K -9,072 -0.8%
SCA
281
STALEY CAPITAL ADVISERS
Pennsylvania
$36.4M +$57.7K +1,795 +0.2%
HCM
282
Huber Capital Management
California
$36.2M -$7.24M -225,135 -17%
Mirae Asset Global Investments
283
Mirae Asset Global Investments
South Korea
$36.1M -$1.38M -42,821 -4%
SAC
284
Smith Affiliated Capital
New York
$35.7M
WF
285
Welch & Forbes
Massachusetts
$35.5M -$678K -21,099 -2%
FFA
286
First Foundation Advisors
California
$35.2M -$17.1M -533,567 -34%
Envestnet Asset Management
287
Envestnet Asset Management
Illinois
$35.1M -$2.74M -85,405 -8%
MSV
288
MN Services Vermogensbeheer
Netherlands
$35.1M +$409K +12,715 +1%
SW
289
SVB Wealth
Massachusetts
$35M +$241K +7,487 +0.7%
DMK
290
David M. Knott
$34.9M -$1.93M -60,078 -6%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$34.9M -$564K -17,558 -2%
UCFA
292
United Capital Financial Advisors
Texas
$34.5M +$150K +4,662 +0.5%
SAM
293
Sectoral Asset Management
Quebec, Canada
$34.2M -$15.2M -472,505 -32%
William Blair & Company
294
William Blair & Company
Illinois
$34M +$559K +17,401 +2%
ST
295
Sabal Trust
Florida
$33.9M +$8.2M +255,132 +34%
OTPPB
296
Ontario Teachers' Pension Plan Board
Ontario, Canada
$33.5M -$8.01M -249,226 -20%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$33.2M +$1.3M +40,588 +4%
AIM
298
Artemis Investment Management
United Kingdom
$31.9M -$12.1M -377,819 -29%
ABC
299
Associated Banc-Corp
Wisconsin
$31.8M +$481K +14,960 +2%
PCA
300
Personal Capital Advisors
California
$31.7M +$1.23M +38,280 +4%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.