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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
BCM
576
BTR Capital Management
California
$9.16M -$110K -3,238 -1%
GXMC
577
Global X Management Company
New York
$9.13M -$114K -3,354 -1%
LCM
578
Laurion Capital Management
New York
$9.07M +$2.85M +83,705 +46%
BOTW
579
Bank of the West
California
$9M +$713K +20,897 +9%
APFBOT
580
Amica Pension Fund Board of Trustees
Rhode Island
$8.99M
CAPTRUST Financial Advisors
581
CAPTRUST Financial Advisors
North Carolina
$8.97M +$3.49M +102,323 +64%
Cerity Partners
582
Cerity Partners
New York
$8.97M +$336K +9,864 +4%
CF
583
CNA Financial
Illinois
$8.96M
JAM
584
JCIC Asset Management
Ontario, Canada
$8.94M -$547K -16,053 -6%
SC
585
SouthState Corp
Florida
$8.94M +$542K +15,908 +7%
BBA
586
BLB&B Advisors
Pennsylvania
$8.92M -$240K -7,025 -3%
MAA
587
Matrix Asset Advisors
New York
$8.92M +$216K +6,321 +2%
PI
588
PineBridge Investments
New York
$8.9M -$2.64M -77,431 -23%
PMG
589
ProVise Management Group
Florida
$8.87M -$358K -10,510 -4%
CIS
590
Connors Investor Services
Pennsylvania
$8.85M +$166K +4,863 +2%
RW
591
Rand Wealth
Maryland
$8.84M +$68K +1,994 +0.8%
HT
592
HighTower Trust
Texas
$8.82M -$58K -1,702 -0.7%
OA
593
Oxbow Advisors
Texas
$8.78M -$93.7K -2,747 -1%
AMI
594
Amica Mutual Insurance
Rhode Island
$8.77M -$3.21M -94,216 -27%
PDN
595
Pensionfund DSM Netherlands
Netherlands
$8.75M
SMI
596
Shelter Mutual Insurance
Missouri
$8.69M
CI
597
Cigna Investments
Connecticut
$8.66M +$184K +5,394 +2%
PCM
598
Palouse Capital Management
Washington
$8.64M -$43.9K -1,288 -0.5%
CTI
599
Community Trust & Investment
Kentucky
$8.62M -$4.56M -133,860 -35%
MERSOM
600
Municipal Employees' Retirement System of Michigan
Michigan
$8.62M +$87K +2,550 +1%

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.