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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
LMGAM
601
Liberty Mutual Group Asset Management
Massachusetts
$8.62M -$287K -8,415 -3%
NEPPG
602
New England Professional Planning Group
Rhode Island
$8.61M +$8.41M +246,524 New
CCC
603
Cincinnati Casualty Company
Ohio
$8.56M
HIIFS
604
Harel Insurance Investments & Financial Services
Israel
$8.55M +$20.9K +613 +0.2%
NC
605
Northpointe Capital
Michigan
$8.53M +$2.99M +87,763 +55%
SB
606
Simmons Bank
Arkansas
$8.51M -$36.9K -1,081 -0.4%
AI
607
Atria Investments
North Carolina
$8.5M +$925K +27,117 +12%
BCM
608
Buckhead Capital Management
Georgia
$8.5M -$785K -23,028 -9%
PCM
609
Parsons Capital Management
Rhode Island
$8.48M +$7.91K +232 +0.1%
RWA
610
Ropes Wealth Advisors
Massachusetts
$8.39M -$134K -3,929 -2%
CVM
611
Cheviot Value Management
California
$8.38M +$33.2K +974 +0.4%
MBTD
612
Mechanics Bank - Trust Department
California
$8.35M -$7.06K -207 -0.1%
CFA
613
Carroll Financial Associates
North Carolina
$8.3M -$213K -6,255 -3%
PWM
614
Patriot Wealth Management
Texas
$8.26M +$117K +3,440 +1%
SBWIC
615
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.22M +$71.9K +2,108 +0.9%
SPIA
616
Steward Partners Investment Advisory
New York
$8.21M +$934K +27,381 +13%
GI
617
Gradient Investments
Minnesota
$8.18M +$418K +12,271 +5%
PGFC
618
Peapack-Gladstone Financial Corp
New Jersey
$8.15M +$776K +22,759 +11%
GP
619
Greenline Partners
New York
$8.04M +$7.97M +233,845 New
CTA
620
Chesley Taft & Associates
Illinois
$8M -$164K -4,796 -2%
GCC
621
Guardian Capital (Canada)
Ontario, Canada
$7.99M -$7.09K -208 -0.1%
SGI
622
Summit Global Investments
Utah
$7.97M -$6.71M -196,874 -46%
VV
623
Verity & Verity
South Carolina
$7.95M +$304K +8,919 +4%
TFA
624
Transamerica Financial Advisors
Florida
$7.94M -$111K -3,268 -1%
NSAM
625
North Star Asset Management
Wisconsin
$7.92M -$632K -18,525 -7%

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.