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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
Charles Schwab
26
Charles Schwab
California
$1.07B +$12.5M +397,783 +1%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.07B +$38.8M +1,231,115 +4%
Lazard Asset Management
28
Lazard Asset Management
New York
$1.01B -$158M -5,023,010 -14%
AllianceBernstein
29
AllianceBernstein
Tennessee
$930M -$368M -11,679,717 -29%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$918M -$35.5M -1,125,192 -4%
TCIM
31
TIAA CREF Investment Management
New York
$859M -$49.6M -1,573,227 -6%
Macquarie Group
32
Macquarie Group
Australia
$844M +$7.59M +240,739 +0.9%
Capital World Investors
33
Capital World Investors
California
$835M -$164M -5,215,199 -17%
Boston Partners
34
Boston Partners
Massachusetts
$830M +$54.8M +1,738,890 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$789M +$156M +4,957,700 +26%
MC
36
Maverick Capital
Texas
$679M -$100M -3,181,070 -13%
UBS Group
37
UBS Group
Switzerland
$678M +$83.6M +2,650,923 +15%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$671M -$111M -3,515,766 -15%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$670M +$4.05M +128,313 +0.6%
Fidelity International
40
Fidelity International
Bermuda
$656M +$12.5M +397,518 +2%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$638M -$110M -3,497,862 -15%
UBS AM
42
UBS AM
Illinois
$634M +$49.6M +1,574,612 +9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$626M +$35.6M +1,130,180 +6%
CS
44
Credit Suisse
Switzerland
$617M +$52.5M +1,665,779 +10%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$608M -$20.7M -656,288 -3%
American Century Companies
46
American Century Companies
Missouri
$602M -$94.4M -2,993,806 -14%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$602M -$109M -3,461,693 -16%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$594M +$5.62M +178,203 +1%
LP
49
Longview Partners
Guernsey
$591M -$24.3M -771,001 -4%
Allianz Asset Management
50
Allianz Asset Management
Germany
$563M -$62.8M -1,992,729 -10%

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.