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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
SCA
276
STALEY CAPITAL ADVISERS
Pennsylvania
$37.2M +$199K +5,829 +0.5%
ZIG
277
Zurich Insurance Group
Switzerland
$36.3M +$5.46M +160,040 +18%
FFA
278
First Foundation Advisors
California
$36.2M +$524K +15,370 +1%
Renaissance Technologies
279
Renaissance Technologies
New York
$36.1M -$166M -4,861,153 -82%
Truist Financial
280
Truist Financial
North Carolina
$36M -$973K -28,541 -3%
SIA
281
Sit Investment Associates
Minnesota
$35.8M +$3.67M +107,555 +12%
RAM
282
RWC Asset Management
United Kingdom
$35.6M -$5.03M -147,663 -12%
O
283
OrbiMed
New York
$35.6M -$53.1M -1,556,547 -60%
HCM
284
Huber Capital Management
California
$35.5M -$1.26M -36,995 -3%
UCFA
285
United Capital Financial Advisors
Texas
$35.4M +$263K +7,717 +0.8%
WF
286
Welch & Forbes
Massachusetts
$35.4M -$621K -18,214 -2%
Mirae Asset Global Investments
287
Mirae Asset Global Investments
South Korea
$35.3M -$1.27M -37,253 -3%
TCM
288
Tekla Capital Management
Massachusetts
$35.3M +$5.93M +173,910 +20%
SW
289
SVB Wealth
Massachusetts
$35M -$489K -14,334 -1%
AIM
290
Achmea Investment Management
Netherlands
$35M +$16.3M +477,823 +89%
William Blair & Company
291
William Blair & Company
Illinois
$34.9M +$429K +12,585 +1%
ST
292
Sabal Trust
Florida
$34.7M +$324K +9,515 +1%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$34.7M +$561K +16,443 +2%
EIM
294
ExxonMobil Investment Management
Texas
$34.3M -$5.1M -149,705 -13%
PCA
295
Personal Capital Advisors
California
$34M +$1.79M +52,614 +6%
DMK
296
David M. Knott
$33.8M -$1.63M -47,852 -5%
CTB
297
Country Trust Bank
Illinois
$33.5M +$4.3M +126,217 +15%
VMPIC
298
Varma Mutual Pension Insurance Co
Finland
$33.3M +$33.1M +969,680 New
MLICM
299
Metropolitan Life Insurance Company (MetLife)
New York
$33.1M -$68.6M -2,010,498 -68%
DnB Asset Management
300
DnB Asset Management
Norway
$32.3M +$9.82M +288,099 +44%

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.