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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
PWM
626
Patriot Wealth Management
Texas
$7.41M +$154K +4,892 +2%
RGI
627
River Global Investors
United Kingdom
$7.38M -$518K -16,442 -7%
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$7.37M -$1.51M -47,923 -17%
EWM
629
Evercore Wealth Management
New York
$7.34M -$285K -9,041 -4%
AA
630
Apriem Advisors
California
$7.33M +$307K +9,745 +5%
ACM
631
Aviance Capital Management
Florida
$7.33M -$951K -30,153 -12%
CCM
632
Channing Capital Management
Illinois
$7.31M
RHAM
633
Round Hill Asset Management
California
$7.3M -$3.31K -105 -0%
FQ
634
First Quadrant
California
$7.29M -$210K -6,648 -3%
DY
635
Dowling & Yahnke
California
$7.28M -$44.8K -1,420 -0.6%
HC
636
Hampstead Capital
United Kingdom
$7.22M -$386K -12,227 -5%
BCM
637
Brookstone Capital Management
Illinois
$7.22M +$625K +19,814 +10%
CCT
638
Chemung Canal Trust
New York
$7.2M -$227K -7,207 -3%
RCM
639
Riverhead Capital Management
Delaware
$7.19M +$2.07M +65,573 +42%
FFH
640
Fairfax Financial Holdings
Ontario, Canada
$7.18M
BS
641
Banco Santander
Spain
$7.17M -$2.02M -64,050 -22%
GA
642
Geneva Advisors
Illinois
$7.07M -$269K -8,543 -4%
LFR
643
Lehman Financial Resources
Pennsylvania
$7.07M +$60.3K +1,911 +0.9%
ICOA
644
Investment Centers of America
North Dakota
$7.03M -$923K -29,286 -12%
NCM
645
Novare Capital Management
North Carolina
$7.01M +$29.4K +931 +0.4%
JC
646
Jacobs & Co
California
$7M -$5.17K -164 -0.1%
BOH
647
Bank of Hawaii
Hawaii
$6.99M -$33.8K -1,072 -0.5%
VWM
648
Venturi Wealth Management
Texas
$6.99M +$737K +23,369 +12%
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
$6.97M -$3.38M -107,078 -33%
MI
650
Markston International
New York
$6.93M -$22.9K -727 -0.3%

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.