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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
MIFH
351
Migdal Insurance & Financial Holdings
Israel
$24.4M +$80.3K +2,355 +0.3%
CA
352
Commerzbank Aktiengesellschaft
Germany
$24.3M +$1.64M +48,104 +7%
ASC
353
Atalanta Sosnoff Capital
New York
$24.1M -$497K -14,575 -2%
CPSAC
354
Chas P. Smith & Associates (CPS)
Florida
$24M +$606K +17,766 +3%
LTFS
355
Ladenburg Thalmann Financial Services
Florida
$24M +$1.64M +48,087 +7%
B
356
BP
United Kingdom
$23.9M -$1.26M -36,890 -5%
JCM
357
Janney Capital Management
Pennsylvania
$23.5M -$266K -7,801 -1%
NIM
358
Nexus Investment Management
Ontario, Canada
$23.5M -$142K -4,163 -0.6%
TRSOTSOK
359
Teachers Retirement System of the State of Kentucky
Kentucky
$23.5M -$198K -5,797 -0.8%
ACM
360
Argent Capital Management
Missouri
$23.3M -$10.1K -295 -0%
FFIC
361
First Fiduciary Investment Counsel
Ohio
$23.2M -$670K -19,641 -3%
WBC
362
Westpac Banking Corp
Australia
$23.1M +$1.01M +29,550 +5%
HC
363
Henshaw Capital
Massachusetts
$23.1M -$97.8K -2,868 -0.4%
PSUF
364
People's United Financial
Connecticut
$22.9M -$274K -8,030 -1%
FTIOP
365
Fiduciary Trust International of Pennsylvania
Pennsylvania
$22.7M +$22.6M +661,779 New
ISL
366
Ingalls & Snyder LLC
New York
$22.6M +$69.5K +2,037 +0.3%
PP
367
Palladium Partners
Virginia
$22.6M +$55.3K +1,621 +0.2%
CIM
368
Corda Investment Management
Texas
$22.5M -$521K -15,276 -2%
FCI
369
Financial Counselors Inc
Kansas
$22.5M +$142K +4,161 +0.6%
CTC
370
Central Trust Company
Missouri
$22.4M -$306K -8,970 -1%
RHBC
371
R.H. Bluestein & Co
Michigan
$22.3M +$682K +20,007 +3%
MIH
372
Madison Investment Holdings
Wisconsin
$22.3M -$917K -26,893 -4%
DIA
373
Dana Investment Advisors
Wisconsin
$22.1M +$12.1K +354 +0.1%
SAM
374
Securian Asset Management
Minnesota
$22M +$71.8K +2,106 +0.3%
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$21.8M -$13.4M -393,794 -38%

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.