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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
FCI
376
Financial Counselors Inc
Kansas
$21.1M +$517K +16,386 +3%
DCM
377
Donaldson Capital Management
Indiana
$20.9M +$2.45M +77,796 +14%
OCM
378
Oakview Capital Management
Texas
$20.8M +$1.82M +57,847 +10%
CIP
379
Chartwell Investment Partners
Pennsylvania
$20.7M +$2.92M +92,746 +17%
PP
380
Palladium Partners
Virginia
$20.7M +$451K +14,298 +2%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$20.6M -$1.49M -47,325 -7%
SAM
382
Securian Asset Management
Minnesota
$20.5M -$312K -9,887 -2%
WAM
383
World Asset Management
Michigan
$20.3M +$1.58M +49,987 +9%
CIM
384
Corda Investment Management
Texas
$19.9M +$1.17M +37,170 +6%
ONB
385
Old National Bancorp
Indiana
$19.8M -$1.07M -33,983 -5%
SI
386
Sentry Investments
Ontario, Canada
$19.7M +$19.1M +605,734 New
FT
387
Fiduciary Trust
Massachusetts
$19.6M +$197K +6,243 +1%
HC
388
Henshaw Capital
Massachusetts
$19.6M +$3.16M +100,130 +20%
BF
389
BOK Financial
Oklahoma
$19.5M +$451K +14,320 +2%
UIC
390
Uniplan Investment Counsel
Wisconsin
$19.3M +$8.36M +265,240 +80%
HIM
391
Hermes Investment Management
United Kingdom
$19.2M -$215K -6,831 -1%
BAM
392
Berkshire Asset Management
Pennsylvania
$19.1M +$142K +4,510 +0.8%
GJIC
393
Gamble Jones Investment Counsel
California
$19M -$291K -9,240 -2%
ANI
394
American National Insurance
Texas
$18.9M
PAM
395
Private Asset Management
California
$18.7M +$174K +5,522 +1%
PR
396
Payden & Rygel
California
$18.6M
CGT
397
Capital Guardian Trust
California
$18.5M -$3.9M -123,614 -18%
TIAAOA
398
Teachers Insurance & Annuity Association of America
New York
$18.4M
WCM
399
Windward Capital Management
California
$18.3M -$228K -7,230 -1%
DIA
400
Davidson Investment Advisors
Montana
$18.2M +$1.1M +35,002 +7%

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.