We are live on ! Find out more

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
GGI
451
Godsey & Gibb Inc
Virginia
$14.2M -$437K -12,812 -3%
BFS
452
Bradley Foster & Sargent
Connecticut
$14.1M -$114K -3,342 -0.8%
SFM
453
Sphera Funds Management
Israel
$14.1M
TSW
454
Thompson Siegel & Walmsley
Virginia
$14.1M -$266K -7,788 -2%
GI
455
GAMCO Investors
Connecticut
$14M -$3.27M -96,014 -19%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$13.9M +$73.3K +2,149 +0.5%
AIS
457
American Investment Services
Massachusetts
$13.9M -$990K -29,031 -7%
QIM
458
Quantitative Investment Management
Virginia
$13.8M -$35.2M -1,031,761 -72%
CIA
459
Capital Investment Advisors
Georgia
$13.8M +$3.86M +113,136 +39%
MYAM
460
Meiji Yasuda Asset Management
Japan
$13.8M -$213K -6,250 -2%
GAI
461
General American Investors
New York
$13.8M
RCM
462
Riverhead Capital Management
Delaware
$13.8M +$2.13M +62,482 +18%
BB
463
Busey Bank
Illinois
$13.8M +$159K +4,675 +1%
WPC
464
Waters Parkerson & Co
Louisiana
$13.7M +$429K +12,586 +3%
SCA
465
Stillwater Capital Advisors
Pennsylvania
$13.7M -$64.8K -1,901 -0.5%
CGH
466
Crossmark Global Holdings
Texas
$13.6M +$49.7K +1,458 +0.4%
BUB
467
BBVA USA Bancshares
Texas
$13.6M -$418K -12,251 -3%
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.5M -$1.26M -36,890 -9%
DCM
469
Dupont Capital Management
Delaware
$13.4M -$1.2M -35,223 -8%
CLOS
470
Compagnie Lombard Odier SCmA
Switzerland
$13.4M +$6.33M +185,569 +91%
CONA
471
Capital One National Association
New York
$13.4M -$223K -6,545 -2%
KRS
472
Kentucky Retirement Systems
Kentucky
$13.3M +$41.2K +1,208 +0.3%
UR
473
USCA RIA
Texas
$13.3M +$1.22M +35,792 +10%
CCM
474
Cadence Capital Management
Massachusetts
$13.2M -$445K -13,039 -3%
WA
475
Wasatch Advisors
Utah
$13.1M +$4.64M +136,093 +55%

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.