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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
FBB
526
Fulton Breakefield Broenniman
Maryland
$11M +$29.7K +870 +0.3%
OPCM
527
Osborne Partners Capital Management
California
$10.9M +$8.42K +247 +0.1%
VCA
528
Verdence Capital Advisors
Maryland
$10.8M +$10.7M +314,986 New
SIC
529
Salem Investment Counselors
North Carolina
$10.8M +$76.5K +2,245 +0.7%
BIA
530
Barry Investment Advisors
Massachusetts
$10.8M -$71.2K -2,088 -0.7%
BFG
531
Beacon Financial Group
Texas
$10.7M -$330K -9,685 -3%
RFA
532
Reilly Financial Advisors
California
$10.7M -$431K -12,630 -4%
CCP
533
Clarkston Capital Partners
Michigan
$10.7M +$265K +7,778 +3%
HA
534
Heartland Advisors
Wisconsin
$10.7M -$8.05K -236 -0.1%
Mariner
535
Mariner
Kansas
$10.7M +$1.89M +55,499 +22%
FNBOO
536
First National Bank of Omaha
Nebraska
$10.7M +$281K +8,238 +3%
CA
537
Callahan Advisors
Texas
$10.6M +$69.8K +2,046 +0.7%
GL
538
GLG LLC
New York
$10.5M
FAAS
539
First Allied Advisory Services
California
$10.4M +$103K +3,007 +1%
NGM
540
North Growth Management
British Columbia, Canada
$10.3M +$10.2M +300,390 New
RE
541
RBC Europe
United Kingdom
$10.2M +$15.8K +463 +0.2%
NP
542
NS Partners
United Kingdom
$10.2M +$113K +3,311 +1%
AA
543
Ancora Advisors
Ohio
$10.2M +$576K +16,902 +6%
RIL
544
Rothschild Investment LLC
Illinois
$10.2M -$22.8K -668 -0.2%
FPCM
545
Financial Partners Capital Management
New York
$10.2M -$142K -4,165 -1%
LC
546
Loews Corp
New York
$10.1M -$359K -10,540 -3%
JIM
547
Jupiter Investment Management
United Kingdom
$10.1M +$9.51M +278,886 +1,815%
PNC
548
Park National Corp
Ohio
$10.1M -$816K -23,932 -8%
FM
549
Foster & Motley
Ohio
$10M -$210K -6,147 -2%
SCI
550
SkyBridge Capital II
New York
$10M -$2.07M -60,570 -17%

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.