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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
RPAM
501
Rhenman & Partners Asset Management
Sweden
$11.5M +$70.5K +2,237 +0.6%
LMGAM
502
Liberty Mutual Group Asset Management
Massachusetts
$11.4M -$3.86M -122,376 -26%
AWCI
503
Alpine Woods Capital Investors
New York
$11.4M -$8.89K -282 -0.1%
NBC
504
Neuberger Berman Canada
Ontario, Canada
$11.4M +$11M +350,314 New
UR
505
USCA RIA
Texas
$11.4M +$1.81M +57,434 +20%
EWM
506
Edge Wealth Management
New York
$11.4M -$762K -24,155 -6%
AMI
507
Amica Mutual Insurance
Rhode Island
$11.3M
EFS
508
Essex Financial Services
Connecticut
$11.3M -$1.28M -40,697 -11%
FLII
509
First Long Island Investors
New York
$11.1M -$11.4K -361 -0.1%
CC
510
Cannell & Co
New York
$11M -$8.7M -276,079 -45%
BCM
511
Beddow Capital Management
Wyoming
$10.9M +$2.84M +89,975 +36%
BCM
512
Buckhead Capital Management
Georgia
$10.9M -$30.7K -975 -0.3%
JMFC
513
J.M. Forbes & Co
Massachusetts
$10.9M -$65.1K -2,065 -0.6%
Daiwa Securities Group
514
Daiwa Securities Group
Japan
$10.8M +$87.1K +2,761 +0.8%
AP
515
Archon Partners
New Jersey
$10.8M +$133K +4,216 +1%
FBP
516
Flippin Bruce & Porter
Virginia
$10.7M +$634K +20,114 +6%
BHWM
517
Bar Harbor Wealth Management
New Hampshire
$10.7M -$1.72M -54,698 -14%
WPC
518
Waters Parkerson & Co
Louisiana
$10.7M +$2.09M +66,290 +25%
BA
519
Boston Advisors
Massachusetts
$10.7M -$641K -20,325 -6%
MAM
520
Majedie Asset Management
United Kingdom
$10.7M +$10.4M +329,333 New
FBB
521
Fulton Breakefield Broenniman
Maryland
$10.7M +$83.2K +2,639 +0.8%
BAM
522
Bruderman Asset Management
New York
$10.7M +$637K +20,207 +7%
WT
523
Washington Trust
Rhode Island
$10.6M -$171K -5,418 -2%
WSFS
524
Wilmington Savings Fund Society
Delaware
$10.6M -$278K -8,809 -3%
RFA
525
Reilly Financial Advisors
California
$10.6M +$209K +6,644 +2%

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.