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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
PWP
426
Private Wealth Partners
California
$16.1M +$133K +3,896 +0.8%
RIM
427
Redpoint Investment Management
Australia
$16.1M +$16M +468,680 New
Capital Fund Management (CFM)
428
Capital Fund Management (CFM)
France
$16.1M +$10.2M +300,167 +179%
FCM
429
Flinton Capital Management
Pennsylvania
$16.1M +$3.02M +88,477 +23%
ABTD
430
Arvest Bank Trust Division
Oklahoma
$16M -$531K -15,560 -3%
LIA
431
LS Investment Advisors
Michigan
$15.9M -$386K -11,309 -2%
CAI
432
Capital Advisors Inc
Oklahoma
$15.7M +$245K +7,196 +2%
AIP
433
ARS Investment Partners
New York
$15.6M +$8.93K +262 +0.1%
CCMD
434
Cypress Capital Management (Delaware)
Delaware
$15.6M +$92.6K +2,715 +0.6%
TU
435
TDAM USA
Ontario, Canada
$15.4M +$5.28M +154,905 +53%
HIMC
436
Heritage Investors Management Corp
Maryland
$15.3M +$7.74K +227 +0.1%
FA
437
FDx Advisors
Illinois
$15M +$452K +13,247 +3%
RC
438
RegentAtlantic Capital
New Jersey
$15M -$168K -4,929 -1%
LNB
439
Ledyard National Bank
$14.9M -$19.2K -564 -0.1%
FNBT
440
FineMark National Bank & Trust
Florida
$14.9M +$231K +6,789 +2%
HEIP
441
Hudson Edge Investment Partners
New Jersey
$14.9M -$435K -12,769 -3%
ECM
442
Estabrook Capital Management
New York
$14.8M -$219K -6,434 -1%
FMLI
443
Fukoku Mutual Life Insurance
Japan
$14.8M
FP
444
Foundry Partners
Minnesota
$14.7M +$14.6M +427,134 New
DADC
445
D.A. Davidson & Co
Montana
$14.6M +$518K +15,196 +4%
SI
446
Stephens Inc
Arkansas
$14.6M -$102K -2,995 -0.7%
CL
447
Chubb Ltd
Switzerland
$14.5M
LS
448
Livforsakringsbolaget Skandia
Sweden
$14.4M -$791K -23,188 -5%
KA
449
KLCM Advisors
Wisconsin
$14.3M +$77.3K +2,268 +0.5%
CFC
450
Cincinnati Financial Corp
Ohio
$14.3M

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.