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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
GC
626
Gratus Capital
Georgia
$7.88M +$6.22M +182,270 +386%
HCM
627
Howard Capital Management
Georgia
$7.88M +$7.82M +229,447 New
CFSG
628
Community Financial Services Group
Vermont
$7.86M +$49.4K +1,450 +0.6%
MIA
629
MainStreet Investment Advisors
Illinois
$7.81M +$7.75M +227,366 New
MC
630
Moors & Cabot
Massachusetts
$7.75M +$616K +18,077 +9%
AIM
631
Assured Investment Management
New York
$7.74M +$4.03M +118,050 +110%
BAAM
632
Baker Avenue Asset Management
California
$7.73M +$306K +8,963 +4%
FQ
633
First Quadrant
California
$7.72M +$464K +13,598 +6%
CCM
634
Channing Capital Management
Illinois
$7.71M -$189K -5,550 -2%
CA
635
Continental Advisors
Utah
$7.66M -$611K -17,918 -7%
CCP
636
Clough Capital Partners
Massachusetts
$7.63M -$5.43M -159,154 -42%
RHAM
637
Round Hill Asset Management
California
$7.63M -$18.9K -553 -0.2%
FFH
638
Fairfax Financial Holdings
Ontario, Canada
$7.61M
GT
639
Greenleaf Trust
Michigan
$7.56M +$222K +6,505 +3%
BCM
640
Brookstone Capital Management
Illinois
$7.56M +$241K +7,080 +3%
6M
641
6 Meridian
Kansas
$7.53M +$7.47M +219,133 New
TBA
642
Tower Bridge Advisors
Pennsylvania
$7.52M +$4.81K +141 +0.1%
OC
643
Oakworth Capital
Alabama
$7.5M +$99K +2,902 +1%
LM
644
Lincluden Management
Ontario, Canada
$7.5M -$506K -14,840 -6%
OAC
645
OMERS Administration Corp
Ontario, Canada
$7.49M +$7.44M +218,073 New
LFR
646
Lehman Financial Resources
Pennsylvania
$7.49M -$145K -4,257 -2%
DY
647
Dowling & Yahnke
California
$7.49M -$34.7K -1,019 -0.5%
WCMN
648
Westchester Capital Management (Nebraska)
Nebraska
$7.47M +$60.7K +1,781 +0.8%
BPM
649
Bowling Portfolio Management
Ohio
$7.43M +$5.65M +165,773 +328%
1IA
650
1834 Investment Advisors
Wisconsin
$7.43M +$117K +3,426 +2%

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.