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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
JPMIA
576
J.P. Marvel Investment Advisors
Massachusetts
$9.07M +$129K +4,014 +2%
FWCM
577
Ferguson Wellman Capital Management
Oregon
$9.03M +$3.92M +121,839 +84%
BBA
578
BLB&B Advisors
Pennsylvania
$9.03M -$309K -9,599 -3%
CEP
579
Chicago Equity Partners
Illinois
$9.03M -$11.6M -361,292 -58%
HVC
580
Healthcare Value Capital
New Jersey
$8.93M
APFBOT
581
Amica Pension Fund Board of Trustees
Rhode Island
$8.86M
HM
582
HealthCor Management
New York
$8.84M +$8.39M +260,939 New
CF
583
CNA Financial
Illinois
$8.83M +$2.06M +63,952 +32%
CCT
584
Chemung Canal Trust
New York
$8.78M +$3.01M +93,631 +57%
LMGAM
585
Liberty Mutual Group Asset Management
Massachusetts
$8.78M -$4.77M -148,404 -36%
HT
586
HighTower Trust
Texas
$8.76M -$60.3K -1,876 -0.7%
OA
587
Oxbow Advisors
Texas
$8.75M -$3.56M -110,812 -30%
RW
588
Rand Wealth
Maryland
$8.64M +$34.4K +1,071 +0.4%
Mariner
589
Mariner
Kansas
$8.63M +$561K +17,466 +7%
PDN
590
Pensionfund DSM Netherlands
Netherlands
$8.62M
MAA
591
Matrix Asset Advisors
New York
$8.58M +$154K +4,790 +2%
SMI
592
Shelter Mutual Insurance
Missouri
$8.56M -$755K -23,504 -9%
CIS
593
Connors Investor Services
Pennsylvania
$8.56M +$146K +4,552 +2%
PCM
594
Palouse Capital Management
Washington
$8.56M -$71K -2,210 -0.9%
Cerity Partners
595
Cerity Partners
New York
$8.51M +$5.17M +160,772 +178%
CFA
596
Carroll Financial Associates
North Carolina
$8.46M +$503K +15,636 +7%
CCC
597
Cincinnati Casualty Company
Ohio
$8.44M
NSAM
598
North Star Asset Management
Wisconsin
$8.44M -$234K -7,289 -3%
SB
599
Simmons Bank
Arkansas
$8.42M +$1.04M +32,503 +15%
BIAS
600
Beacon Investment Advisory Services
New Jersey
$8.42M +$7.01M +218,240 +721%

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.