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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
WB
476
WesBanco Bank
West Virginia
$12.7M -$460K -14,584 -4%
PA
477
Profund Advisors
Maryland
$12.6M +$642K +20,355 +6%
OI
478
Oakbrook Investments
Illinois
$12.6M -$1.38M -43,899 -10%
SCA
479
Stillwater Capital Advisors
Pennsylvania
$12.5M -$146K -4,615 -1%
DADC
480
D.A. Davidson & Co
Montana
$12.5M -$11.9M -377,088 -49%
LSERS
481
Louisiana State Employees Retirement System
Louisiana
$12.5M -$525K -16,653 -4%
NP
482
NS Partners
United Kingdom
$12.5M +$13.2K +419 +0.1%
IA
483
IFP Advisors
Florida
$12.4M +$2.73M +86,508 +29%
HR
484
Howe & Rusling
New York
$12.4M +$812K +25,759 +7%
CCP
485
Clough Capital Partners
Massachusetts
$12.4M +$2.24M +70,934 +23%
MYAM
486
Meiji Yasuda Asset Management
Japan
$12.4M -$152K -4,812 -1%
TAM
487
Taurus Asset Management
New York
$12.3M -$3.45M -109,479 -22%
CIPU
488
Caledonia Investments plc (UK)
United Kingdom
$12.3M
FWIA
489
Fort Washington Investment Advisors
Ohio
$12.1M +$20.3K +644 +0.2%
LCM
490
Laurion Capital Management
New York
$12.1M +$5.49M +173,969 +88%
OA
491
Oxbow Advisors
Texas
$11.9M -$139K -4,419 -1%
AIL
492
AGF Investments LLC
Ontario, Canada
$11.8M +$627K +19,902 +6%
BBHC
493
Brown Brothers Harriman & Co
New York
$11.7M -$473K -14,999 -4%
CAN
494
Cetera Advisor Networks
California
$11.7M +$317K +10,043 +3%
HAI
495
Hennessy Advisors Inc
California
$11.7M +$1.81M +57,495 +19%
HCMT
496
Highland Capital Management (Tennessee)
Tennessee
$11.7M -$31.3K -993 -0.3%
MHIC
497
Marble Harbor Investment Counsel
Massachusetts
$11.7M -$210K -6,666 -2%
NO
498
Ninety One
South Africa
$11.6M -$1.54M -48,821 -12%
LKIM
499
Lawson Kroeker Investment Management
Nebraska
$11.6M -$52.3K -1,660 -0.5%
PNC
500
Park National Corp
Ohio
$11.6M -$917K -29,072 -8%

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.