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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
AAMU
326
AEGON Asset Management (UK)
United Kingdom
$27.6M -$171K -5,016 -0.6%
TF
327
TIAA FSB
Florida
$27.5M -$190K -5,564 -0.7%
JIR
328
James Investment Research
Ohio
$27.3M -$40.1K -1,176 -0.1%
OCM
329
Oakview Capital Management
Texas
$27.3M +$3.1M +91,048 +13%
MOACM
330
Mutual of America Capital Management
New York
$27.1M +$869K +25,487 +3%
AB
331
Amalgamated Bank
New York
$27M +$2.38M +69,777 +10%
SBH
332
Segall Bryant & Hamill
Illinois
$26.7M -$110K -3,226 -0.4%
CS
333
Candriam SCA
Luxembourg
$26.4M +$481K +14,112 +2%
AAF
334
Andra AP-fonden
Sweden
$25.8M +$890K +26,114 +4%
WT
335
Whittier Trust
California
$25.8M -$1.18M -34,601 -4%
OC
336
Oppenheimer & Co
New York
$25.7M +$783K +22,961 +3%
PA
337
Pinnacle Associates
New York
$25.7M -$572K -16,777 -2%
JAFL
338
Jay A. Fishman Ltd
Michigan
$25.5M -$148K -4,345 -0.6%
DCM
339
Donaldson Capital Management
Indiana
$25.5M +$1.03M +30,240 +4%
ADEF
340
Adams Diversified Equity Fund
Maryland
$25.5M
OCAM
341
Onex Canada Asset Management
Ontario, Canada
$25.3M -$346K -10,146 -1%
Cohen & Steers
342
Cohen & Steers
New York
$25M -$205K -6,023 -0.8%
OAM
343
Oppenheimer Asset Management
New York
$24.9M
SF
344
Synovus Financial
Georgia
$24.9M +$435K +12,751 +2%
HIM
345
Hermes Investment Management
United Kingdom
$24.7M +$166K +4,862 +0.7%
Fayez Sarofim & Co
346
Fayez Sarofim & Co
Texas
$24.7M -$26.9K -790 -0.1%
DRZID
347
DePrince Race & Zollo Inc (DRZ)
Florida
$24.6M -$1.95M -57,243 -7%
MME
348
Meag Munich Ergo
Germany
$24.6M -$3.62M -106,169 -13%
Bessemer Group
349
Bessemer Group
New Jersey
$24.5M -$17.9M -524,391 -42%
PG
350
Pendal Group
Australia
$24.4M -$782K -22,943 -3%

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.