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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
RW
576
Rand Wealth
Maryland
$8.82M -$108K -3,433 -1%
JPMIA
577
J.P. Marvel Investment Advisors
Massachusetts
$8.71M -$158K -5,016 -2%
HT
578
HighTower Trust
Texas
$8.59M -$40.8K -1,294 -0.5%
CI
579
Cigna Investments
Connecticut
$8.59M +$710K +22,511 +9%
SBIA
580
Sheaff Brock Investment Advisors
Indiana
$8.58M -$729K -23,128 -8%
Mariner
581
Mariner
Kansas
$8.56M +$367K +11,634 +5%
HVC
582
Healthcare Value Capital
New Jersey
$8.55M
PI
583
PineBridge Investments
New York
$8.55M +$740K +23,479 +10%
BC
584
Brookfield Corp
Ontario, Canada
$8.5M
APFBOT
585
Amica Pension Fund Board of Trustees
Rhode Island
$8.49M
MME
586
Meag Munich Ergo
Germany
$8.45M -$15.7M -499,492 -66%
NSAM
587
North Star Asset Management
Wisconsin
$8.45M -$26.2K -832 -0.3%
BCM
588
BTR Capital Management
California
$8.43M +$332K +10,516 +4%
TCOV
589
Trust Company of Vermont
Vermont
$8.41M +$75.9K +2,406 +0.9%
LPL Financial
590
LPL Financial
California
$8.4M +$935K +29,644 +13%
WA
591
Wasatch Advisors
Utah
$8.32M +$6.87K +218 +0.1%
AA
592
Ancora Advisors
Ohio
$8.31M -$34.2K -1,085 -0.4%
PCM
593
Palouse Capital Management
Washington
$8.3M +$110K +3,479 +1%
GIM
594
Grassi Investment Management
California
$8.29M +$9.27K +294 +0.1%
PDN
595
Pensionfund DSM Netherlands
Netherlands
$8.26M -$658K -20,869 -8%
1IA
596
1834 Investment Advisors
Wisconsin
$8.21M -$191K -6,057 -2%
CAM
597
Cypress Asset Management
Texas
$8.2M -$338K -10,722 -4%
PP
598
PDT Partners
New York
$8.19M +$1.44M +45,533 +22%
SC
599
SouthState Corp
Florida
$8.19M +$752K +23,842 +10%
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
$8.1M +$522K +16,572 +7%

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.