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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
RJT
401
Raymond James Trust
Florida
$18.6M +$218K +6,383 +1%
BC
402
Blackhill Capital
New Jersey
$18.6M +$40.4K +1,186 +0.2%
LCM
403
Logan Capital Management
Pennsylvania
$18.4M -$619K -18,165 -3%
DIA
404
Denver Investment Advisors
Colorado
$18.3M -$298K -8,749 -2%
SC
405
Stralem & Co
New York
$18.2M -$2.62M -76,874 -13%
DF
406
Donoghue Forlines
Massachusetts
$18.1M +$912K +26,759 +5%
PAM
407
Private Asset Management
California
$17.9M -$235K -6,883 -1%
SIM
408
Sentry Investment Management
Wisconsin
$17.4M -$6.85K -201 -0%
GG
409
Gofen & Glossberg
Illinois
$17.4M +$115K +3,386 +0.7%
CSIC
410
Clifford Swan Investment Counsel
California
$17.3M -$388K -11,380 -2%
Dodge & Cox
411
Dodge & Cox
California
$17.3M -$1.88M -55,136 -10%
GH
412
GAM Holding
Switzerland
$17.1M +$1.94M +56,863 +13%
DWM
413
Doyle Wealth Management
Florida
$17.1M -$406K -11,913 -2%
WAM
414
World Asset Management
Michigan
$17M -$1.52M -44,487 -8%
BSA
415
Braun Stacey Associates
New York
$17M +$2.26M +66,260 +15%
Nomura Holdings
416
Nomura Holdings
Japan
$17M -$44.9M -1,316,416 -73%
TIAAOA
417
Teachers Insurance & Annuity Association of America
New York
$16.9M
CAM
418
Close Asset Management
United Kingdom
$16.8M -$1.06M -31,040 -6%
CIC
419
Crawford Investment Counsel
Georgia
$16.5M -$34.8K -1,020 -0.2%
BC
420
Bruce & Co
Illinois
$16.5M
JGUA
421
John G. Ullman & Associates
New York
$16.4M -$262K -7,681 -2%
BA
422
Boston Advisors
Massachusetts
$16.4M -$4.3K -126 -0%
SCP
423
Seizert Capital Partners
Michigan
$16.2M +$580K +17,024 +4%
AIL
424
AGF Investments LLC
Ontario, Canada
$16.2M +$3.01M +88,297 +23%
FLII
425
First Long Island Investors
New York
$16.1M +$1.81M +53,004 +13%

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.