We are live on ! Find out more

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
SIA
301
Sit Investment Associates
Minnesota
$31.6M -$3.5M -108,760 -10%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M +$173K +5,374 +0.6%
WIC
303
Willis Investment Counsel
Georgia
$31.4M +$512K +15,932 +2%
BNP Paribas Asset Management
304
BNP Paribas Asset Management
France
$31.2M -$1.38M -42,916 -4%
ZIG
305
Zurich Insurance Group
Switzerland
$30.4M -$1.22M -38,087 -4%
CBOA
306
Commonwealth Bank of Australia
Australia
$30.3M +$1.34M +41,653 +5%
ProShare Advisors
307
ProShare Advisors
Maryland
$30.2M +$2.53M +78,789 +10%
MNA
308
Manning & Napier Advisors
New York
$29.9M +$67K +2,085 +0.2%
MSA
309
Mason Street Advisors
Wisconsin
$29.6M +$5.98K +186 +0%
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$29.1M +$428K +13,316 +2%
TCM
311
Tekla Capital Management
Massachusetts
$28.9M
PC
312
PM Capital
Australia
$28.9M
CTB
313
Country Trust Bank
Illinois
$28.8M -$19.4K -603 -0.1%
MSE
314
MUFG Securities EMEA
United Kingdom
$28.6M +$27.1M +843,200 New
DILIC
315
Dai-ichi Life Insurance Company
Japan
$28M -$16.1K -502 -0.1%
NB
316
Norinchukin Bank
Japan
$27.9M +$834K +25,948 +3%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$27.8M +$104K +3,230 +0.4%
GIA
318
Guyasuta Investment Advisors
Pennsylvania
$27.7M -$223K -6,952 -0.8%
MME
319
Meag Munich Ergo
Germany
$27.6M +$21.3M +663,347 +438%
ACA
320
Anchor Capital Advisors
Massachusetts
$27.5M -$450K -14,000 -2%
AAMU
321
AEGON Asset Management (UK)
United Kingdom
$27.3M -$1.09M -33,929 -4%
TF
322
TIAA FSB
Florida
$27.3M +$911K +28,357 +4%
JAM
323
Jupiter Asset Management
United Kingdom
$27.2M +$710K +22,085 +3%
QI
324
QS Investors
New York
$27M -$2.52M -78,408 -9%
JIR
325
James Investment Research
Ohio
$27M -$379K -11,800 -1%

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.