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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
426
Private Wealth Partners
California
$15.8M +$280K +8,710 +2%
Voloridge Investment Management
427
Voloridge Investment Management
Florida
$15.7M -$29.2M -908,224 -66%
BAMF
428
BI Asset Management Fondsmaeglerselskab
Denmark
$15.6M -$694K -21,607 -4%
NA
429
Neuburgh Advisers
California
$15.6M +$2.44M +75,900 +20%
SCP
430
Seizert Capital Partners
Michigan
$15.4M -$1.74M -54,070 -11%
AIP
431
ARS Investment Partners
New York
$15.4M +$1.37M +42,729 +10%
CCMD
432
Cypress Capital Management (Delaware)
Delaware
$15.3M +$182K +5,665 +1%
CAI
433
Capital Advisors Inc
Oklahoma
$15.2M -$551K -17,144 -4%
PAG
434
Private Advisor Group
New Jersey
$15.2M +$232K +7,234 +2%
HEIP
435
Hudson Edge Investment Partners
New Jersey
$15.1M +$5.12M +159,277 +56%
HIMC
436
Heritage Investors Management Corp
Maryland
$15.1M +$168K +5,226 +1%
LS
437
Livforsakringsbolaget Skandia
Sweden
$15M
RC
438
RegentAtlantic Capital
New Jersey
$15M -$39.3K -1,223 -0.3%
GH
439
GAM Holding
Switzerland
$15M -$27.7M -861,466 -66%
ECM
440
Estabrook Capital Management
New York
$14.8M +$16.9K +526 +0.1%
LNB
441
Ledyard National Bank
$14.7M +$3.02K +94 +0%
AIS
442
American Investment Services
Massachusetts
$14.7M +$595K +18,502 +4%
LOAMS
443
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.6M +$13M +405,790 +1,621%
FMLI
444
Fukoku Mutual Life Insurance
Japan
$14.6M +$3.38K +105 +0%
SGI
445
Summit Global Investments
Utah
$14.5M +$7M +217,937 +103%
HAM
446
Highstreet Asset Management
Ontario, Canada
$14.5M +$3M +93,220 +28%
BSA
447
Braun Stacey Associates
New York
$14.5M -$1.31M -40,737 -9%
NBC
448
Neuberger Berman Canada
Ontario, Canada
$14.5M +$675K +21,011 +5%
CHCM
449
Columbus Hill Capital Management
New Jersey
$14.5M -$784K -24,386 -5%
SI
450
Stephens Inc
Arkansas
$14.5M +$12.7K +396 +0.1%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.