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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
Balyasny Asset Management
451
Balyasny Asset Management
Illinois
$14M +$10.7M +339,537 +373%
PC
452
Paulson & Co
New York
$13.9M +$1.84M +58,286 +16%
HIMC
453
Heritage Investors Management Corp
Maryland
$13.9M -$147K -4,658 -1%
PAG
454
Private Advisor Group
New Jersey
$13.8M +$619K +19,644 +5%
DCM
455
Dupont Capital Management
Delaware
$13.8M -$8.48M -268,856 -39%
FNBT
456
FineMark National Bank & Trust
Florida
$13.7M +$105K +3,342 +0.8%
CL
457
Chubb Ltd
Switzerland
$13.7M
SI
458
Stephens Inc
Arkansas
$13.7M +$923K +29,262 +7%
TSW
459
Thompson Siegel & Walmsley
Virginia
$13.7M +$590K +18,700 +5%
CS
460
Candriam SCA
Luxembourg
$13.5M -$9.99M -316,858 -43%
IA
461
Icon Advisers
Colorado
$13.5M +$316K +10,013 +2%
CFC
462
Cincinnati Financial Corp
Ohio
$13.5M
KA
463
KLCM Advisors
Wisconsin
$13.4M +$708K +22,454 +6%
BFS
464
Bradley Foster & Sargent
Connecticut
$13.4M -$338K -10,719 -3%
SFM
465
Sphera Funds Management
Israel
$13.3M +$13M +411,060 New
UB
466
UMB Bank
Missouri
$13.2M -$258K -8,191 -2%
AIP
467
ARS Investment Partners
New York
$13.2M +$5.54M +175,691 +76%
GL
468
GLG LLC
New York
$13.2M +$1.03M +32,775 +9%
BB
469
Busey Bank
Illinois
$13.2M -$567K -17,997 -4%
V
470
Veritable
Delaware
$13.1M +$63 +2 +0%
KRS
471
Kentucky Retirement Systems
Kentucky
$13.1M -$1.95M -61,928 -13%
CONA
472
Capital One National Association
New York
$13.1M -$762K -24,170 -6%
FA
473
FDx Advisors
Illinois
$12.9M -$1.21M -38,499 -9%
FGP
474
Foyston, Gordon, & Payne
Ontario, Canada
$12.9M +$172K +5,466 +1%
CCM
475
Cadence Capital Management
Massachusetts
$12.8M -$518K -16,440 -4%

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.