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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
CTA
551
Chesley Taft & Associates
Illinois
$9.69M -$324K -10,278 -3%
HCM
552
Horan Capital Management
Maryland
$9.66M -$59.1K -1,873 -0.6%
KIA
553
KCM Investment Advisors
California
$9.63M -$138K -4,375 -1%
NAMA
554
Nikko Asset Management Americas
New York
$9.58M +$6.99M +221,762 +303%
CA
555
Callahan Advisors
Texas
$9.56M +$172K +5,455 +2%
LC
556
Loews Corp
New York
$9.51M -$1.39M -44,068 -13%
SAM
557
Sompo Asset Management
Japan
$9.5M +$2.72M +86,228 +42%
LCM
558
LVM Capital Management
Michigan
$9.4M +$315K +9,987 +4%
WIC
559
Wilkins Investment Counsel
Massachusetts
$9.36M +$153K +4,854 +2%
FMLI
560
Fukoku Mutual Life Insurance
Japan
$9.33M -$19.9K -632 -0.2%
CCM
561
Chilton Capital Management
Texas
$9.33M +$94.4K +2,994 +1%
AIS
562
American Investment Services
Massachusetts
$9.29M +$3.49M +110,711 +63%
MERSOM
563
Municipal Employees' Retirement System of Michigan
Michigan
$9.25M +$38.9K +1,233 +0.4%
WJA
564
Williams Jones & Associates
New York
$9.13M -$6.14M -194,763 -41%
JAM
565
JCIC Asset Management
Ontario, Canada
$9M -$442K -14,008 -5%
CCP
566
Clarkston Capital Partners
Michigan
$9M +$2.45M +77,789 +39%
WI
567
Wafra Inc
New York
$8.99M -$8.62M -273,372 -50%
EA
568
Edge Advisors
Georgia
$8.97M +$929K +29,471 +12%
SMI
569
Shelter Mutual Insurance
Missouri
$8.97M -$246K -7,800 -3%
GMI
570
Greystone Managed Investments
Saskatchewan, Canada
$8.96M -$561K -17,803 -6%
DC
571
Davenport & Co
Virginia
$8.93M -$74.5K -2,364 -0.8%
BBA
572
BLB&B Advisors
Pennsylvania
$8.92M +$39.4K +1,251 +0.5%
Citadel Advisors
573
Citadel Advisors
Florida
$8.87M +$646K +20,491 +8%
BC
574
Brinker Capital
Pennsylvania
$8.84M +$669K +21,221 +8%
CIP
575
Convergence Investment Partners
Florida
$8.84M +$1.59M +50,346 +23%

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.