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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
TCM
376
Twin Capital Management
Pennsylvania
$21.8M +$1.68M +49,390 +8%
BAM
377
Berkshire Asset Management
Pennsylvania
$21.5M +$1.29M +37,844 +6%
UIC
378
Uniplan Investment Counsel
Wisconsin
$21.1M -$1.09M -32,028 -5%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$20.8M +$679K +19,920 +3%
BF
380
BOK Financial
Oklahoma
$20.4M +$93.9K +2,754 +0.5%
SMDAM
381
Sumitomo Mitsui DS Asset Management
Japan
$20.4M -$150K -4,412 -0.7%
ACM
382
Azimuth Capital Management
Michigan
$20.3M -$266K -7,811 -1%
IIM
383
Intact Investment Management
Quebec, Canada
$20.3M -$230K -6,745 -1%
DIA
384
Davidson Investment Advisors
Montana
$20.2M +$80.5K +2,360 +0.4%
PR
385
Payden & Rygel
California
$20.1M
KBG
386
Kahn Brothers Group
New York
$20.1M -$104K -3,045 -0.5%
ANI
387
American National Insurance
Texas
$20M
FT
388
Fiduciary Trust
Massachusetts
$20M -$52.9K -1,551 -0.3%
CWG
389
C WorldWide Group
Denmark
$19.9M
RIG
390
Roosevelt Investment Group
New York
$19.9M +$2.45M +71,843 +14%
WCM
391
Windward Capital Management
California
$19.8M +$365K +10,712 +2%
Victory Capital Management
392
Victory Capital Management
Texas
$19.7M +$1.51M +44,155 +8%
CIP
393
Chartwell Investment Partners
Pennsylvania
$19.7M -$1.93M -56,521 -9%
FAF
394
Första AP-fonden
Sweden
$19.5M +$2.98M +87,482 +18%
NA
395
Neuburgh Advisers
California
$19.5M +$3.66M +107,437 +23%
COPPSERS
396
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.3M +$1.72M +50,410 +10%
GJIC
397
Gamble Jones Investment Counsel
California
$19.3M -$96.9K -2,842 -0.5%
BAMF
398
BI Asset Management Fondsmaeglerselskab
Denmark
$19.1M +$3.27M +95,914 +21%
AIA
399
Affinity Investment Advisors
California
$19.1M -$61.3K -1,799 -0.3%
AG
400
Advisor Group
Arizona
$18.8M +$2.44M +71,452 +15%

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.