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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
LKIM
501
Lawson Kroeker Investment Management
Nebraska
$11.9M -$43.5K -1,354 -0.4%
SCI
502
SkyBridge Capital II
New York
$11.9M -$2.41M -74,994 -18%
AMI
503
Amica Mutual Insurance
Rhode Island
$11.8M
BPB
504
Badgley, Phelps & Bell
Washington
$11.8M +$114K +3,538 +1%
MHIC
505
Marble Harbor Investment Counsel
Massachusetts
$11.8M -$309K -9,617 -3%
11A
506
10-15 Associates
New York
$11.8M +$475K +14,788 +4%
BC
507
Brinker Capital
Pennsylvania
$11.7M +$361K +11,232 +3%
MC
508
Martin Currie
United Kingdom
$11.6M -$306K -9,507 -3%
OAM
509
Oxford Asset Management
United Kingdom
$11.6M -$3.72M -115,898 -25%
GMI
510
Greystone Managed Investments
Saskatchewan, Canada
$11.6M +$2.29M +71,383 +26%
HAI
511
Hennessy Advisors Inc
California
$11.5M -$241K -7,483 -2%
RCM
512
Riverhead Capital Management
Delaware
$11.5M +$1.79M +55,809 +20%
PI
513
PineBridge Investments
New York
$11.4M +$2.24M +69,644 +26%
AP
514
Archon Partners
New Jersey
$11.3M
BBHC
515
Brown Brothers Harriman & Co
New York
$11.3M -$365K -11,363 -3%
CC
516
Cannell & Co
New York
$11.3M -$144K -4,486 -1%
WT
517
Washington Trust
Rhode Island
$11.2M -$38.9K -1,210 -0.4%
UR
518
USCA RIA
Texas
$11.2M
FBP
519
Flippin Bruce & Porter
Virginia
$11.2M -$185K -5,745 -2%
JMFC
520
J.M. Forbes & Co
Massachusetts
$11.1M -$134K -4,158 -1%
FGP
521
Foyston, Gordon, & Payne
Ontario, Canada
$11.1M -$2.92M -90,952 -22%
SAM
522
Strategy Asset Managers
California
$11.1M -$185K -5,756 -2%
KFC
523
Klingenstein Fields & Co
New York
$11.1M -$155K -4,821 -1%
BCM
524
Boltwood Capital Management
California
$11M +$150K +4,679 +1%
RFA
525
Reilly Financial Advisors
California
$11M -$96.7K -3,008 -0.9%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.