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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
LSERS
476
Louisiana State Employees Retirement System
Louisiana
$13.1M -$420K -12,331 -3%
HR
477
Howe & Rusling
New York
$13.1M -$251K -7,372 -2%
CIPU
478
Caledonia Investments plc (UK)
United Kingdom
$13M
TAM
479
Taurus Asset Management
New York
$13M +$71.9K +2,108 +0.6%
BPB
480
Badgley, Phelps & Bell
Washington
$12.9M +$935K +27,426 +8%
UB
481
UMB Bank
Missouri
$12.9M -$108K -3,164 -0.8%
SAM
482
Sompo Asset Management
Japan
$12.9M -$289K -8,484 -2%
B
483
Barings
North Carolina
$12.8M +$2.36M +69,171 +23%
Point72 Asset Management
484
Point72 Asset Management
Connecticut
$12.7M +$12.6M +370,899 New
TAM
485
Tyers Asset Management
Texas
$12.6M +$2.37M +69,518 +23%
MAM
486
Majedie Asset Management
United Kingdom
$12.6M -$939K -27,533 -7%
BAM
487
Bruderman Asset Management
New York
$12.5M +$37.1K +1,089 +0.3%
NO
488
Ninety One
South Africa
$12.4M
FWIA
489
Fort Washington Investment Advisors
Ohio
$12.3M -$78.6K -2,305 -0.6%
HCMT
490
Highland Capital Management (Tennessee)
Tennessee
$12.2M -$137K -4,021 -1%
MML Investors Services
491
MML Investors Services
Massachusetts
$12.2M -$1.61M -47,156 -12%
EFS
492
Essex Financial Services
Connecticut
$12.1M -$282K -8,272 -2%
AWCI
493
Alpine Woods Capital Investors
New York
$12.1M
Wolverine Trading
494
Wolverine Trading
Illinois
$12.1M +$9.23M +270,793 +335%
NAMA
495
Nikko Asset Management Americas
New York
$12M
CAN
496
Cetera Advisor Networks
California
$12M -$182K -5,334 -2%
11A
497
10-15 Associates
New York
$12M +$18.3K +537 +0.2%
MHIC
498
Marble Harbor Investment Counsel
Massachusetts
$11.9M -$7.2K -211 -0.1%
CC
499
Cannell & Co
New York
$11.9M +$456K +13,362 +4%
GMI
500
Greystone Managed Investments
Saskatchewan, Canada
$11.8M +$90.8K +2,662 +0.8%

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.