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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
PCA
326
Personal Capital Advisors
California
$27.3M +$3M +95,159 +13%
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$27.1M +$1.66M +52,533 +7%
QIM
328
Quantitative Investment Management
Virginia
$26.9M +$26.1M +828,760 New
NC
329
Nexthera Capital
New York
$26.9M +$15.5M +492,218 +147%
OCAM
330
Onex Canada Asset Management
Ontario, Canada
$26.8M +$1.37M +43,414 +6%
SBH
331
Segall Bryant & Hamill
Illinois
$26.7M -$14.3K -455 -0.1%
CBOA
332
Commonwealth Bank of Australia
Australia
$26.7M -$684K -21,686 -3%
GIA
333
Guyasuta Investment Advisors
Pennsylvania
$26.7M -$158K -5,016 -0.6%
TAF
334
Tredje AP-fonden
Sweden
$26.5M +$1.58M +50,202 +7%
PA
335
Pinnacle Associates
New York
$26.4M -$512K -16,254 -2%
ASC
336
Atalanta Sosnoff Capital
New York
$26.1M +$4.16M +131,953 +20%
CWG
337
C WorldWide Group
Denmark
$26M
Creative Planning
338
Creative Planning
Kansas
$25.9M -$1.68M -53,422 -6%
B
339
BP
United Kingdom
$25.7M +$1.4M +44,268 +6%
JAFL
340
Jay A. Fishman Ltd
Michigan
$25.7M -$86.5K -2,742 -0.3%
OC
341
Oppenheimer & Co
New York
$25.7M -$43.7K -1,386 -0.2%
VDI
342
Vaughan David Investments
Illinois
$25.5M +$455K +14,437 +2%
AIM
343
Achmea Investment Management
Netherlands
$25.5M +$24.8M +785,720 New
NM
344
Nokota Management
New York
$25.2M +$4.98M +158,100 +26%
NB
345
Norinchukin Bank
Japan
$25M +$548K +17,378 +2%
SC
346
Stralem & Co
New York
$24.8M -$482K -15,301 -2%
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$24.6M +$78.5K +2,491 +0.3%
MNA
348
Manning & Napier Advisors
New York
$24.6M +$1.18M +37,346 +5%
WT
349
Whittier Trust
California
$24.6M -$269K -8,543 -1%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$1.34M +42,492 +6%

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.