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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
DCM
451
Dupont Capital Management
Delaware
$14.4M -$1.23M -38,215 -8%
FNBT
452
FineMark National Bank & Trust
Florida
$14.4M -$170K -5,304 -1%
GGI
453
Godsey & Gibb Inc
Virginia
$14.4M -$1.06M -32,872 -7%
FA
454
FDx Advisors
Illinois
$14.4M +$1.01M +31,471 +8%
NI
455
Numeric Investors
Massachusetts
$14.4M +$6.68M +207,954 +96%
CL
456
Chubb Ltd
Switzerland
$14.3M
TSW
457
Thompson Siegel & Walmsley
Virginia
$14.1M +$7.68K +239 +0.1%
FLII
458
First Long Island Investors
New York
$14.1M +$665K +20,689 +5%
CFC
459
Cincinnati Financial Corp
Ohio
$14.1M
KA
460
KLCM Advisors
Wisconsin
$14.1M -$396K -12,320 -3%
BFS
461
Bradley Foster & Sargent
Connecticut
$14.1M +$313K +9,748 +2%
SFM
462
Sphera Funds Management
Israel
$13.9M
PA
463
Profund Advisors
Maryland
$13.9M +$435K +13,523 +3%
DADC
464
D.A. Davidson & Co
Montana
$13.9M +$206K +6,412 +2%
MYAM
465
Meiji Yasuda Asset Management
Japan
$13.8M +$77.9K +2,424 +0.6%
BUB
466
BBVA USA Bancshares
Texas
$13.8M -$863K -26,836 -6%
Jones Financial Companies
467
Jones Financial Companies
Missouri
$13.6M -$392K -12,193 -3%
MML Investors Services
468
MML Investors Services
Massachusetts
$13.6M -$2.01M -62,493 -13%
GAI
469
General American Investors
New York
$13.6M -$2.71M -84,320 -17%
SCA
470
Stillwater Capital Advisors
Pennsylvania
$13.6M +$282K +8,768 +2%
CCM
471
Cadence Capital Management
Massachusetts
$13.4M +$634K +19,717 +5%
BB
472
Busey Bank
Illinois
$13.4M -$229K -7,113 -2%
CONA
473
Capital One National Association
New York
$13.4M +$92.8K +2,887 +0.7%
CGH
474
Crossmark Global Holdings
Texas
$13.4M +$12.7M +395,216 New
IA
475
IFP Advisors
Florida
$13.4M -$107K -3,343 -0.8%

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.