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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
MERSOM
601
Municipal Employees' Retirement System of Michigan
Michigan
$8.41M -$1.41M -43,888 -15%
HIIFS
602
Harel Insurance Investments & Financial Services
Israel
$8.4M
RWA
603
Ropes Wealth Advisors
Massachusetts
$8.4M +$34.4K +1,070 +0.4%
CI
604
Cigna Investments
Connecticut
$8.35M -$107K -3,319 -1%
PCM
605
Parsons Capital Management
Rhode Island
$8.35M -$8.81K -274 -0.1%
WA
606
Wasatch Advisors
Utah
$8.32M -$70.3K -2,186 -0.9%
MBTD
607
Mechanics Bank - Trust Department
California
$8.24M +$13.7K +427 +0.2%
CVM
608
Cheviot Value Management
California
$8.23M +$174K +5,425 +2%
CRB
609
Chad R. Baker
$8.18M
CA
610
Continental Advisors
Utah
$8.16M
BOTW
611
Bank of the West
California
$8.16M +$262K +8,166 +4%
ECM
612
Endurant Capital Management
California
$8.12M -$138K -4,302 -2%
CTA
613
Chesley Taft & Associates
Illinois
$8.05M -$249K -7,732 -3%
SBWIC
614
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.03M +$206K +6,416 +3%
PWM
615
Patriot Wealth Management
Texas
$8.02M +$32.4K +1,008 +0.4%
AP
616
AHL Partners
United Kingdom
$7.98M +$2.43M +75,473 +47%
TFA
617
Transamerica Financial Advisors
Florida
$7.93M -$195K -6,053 -3%
LM
618
Lincluden Management
Ontario, Canada
$7.9M +$2.7M +84,119 +56%
GCC
619
Guardian Capital (Canada)
Ontario, Canada
$7.89M -$59.3K -1,845 -0.8%
CCM
620
Channing Capital Management
Illinois
$7.79M +$255K +7,935 +4%
NB
621
NBT Bank
New York
$7.73M -$472K -14,695 -6%
WJA
622
Williams Jones & Associates
New York
$7.73M +$436K +13,570 +6%
CFSG
623
Community Financial Services Group
Vermont
$7.69M +$232K +7,216 +3%
ECM
624
ETrade Capital Management
Virginia
$7.66M +$221K +6,879 +3%
GI
625
Gradient Investments
Minnesota
$7.65M +$297K +9,233 +4%

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.