Pfizer
PFE
1,880 hedge funds and large institutions have $140B invested in Pfizer in 2015 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 801 increasing their positions, 769 reducing their positions, and 64 closing their positions.
42% more call options, than puts
Call options by funds: $2.27B | Put options by funds: $1.61B
11% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 64
4% more repeat investments, than reductions
Existing positions increased: 801 | Existing positions reduced: 769
0.85% more ownership
Funds ownership: 74.86% → 75.71% (+0.85%)
0% less funds holding
Funds holding: 1,888 → 1,880 (-8)
4% less capital invested
Capital invested by funds: $146B → $140B (-$6.3B)
2% less funds holding in top 10
Funds holding in top 10: 272 → 267 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$874M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$462M |
| 3 |
JP Morgan Chase
New York
|
+$367M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$326M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$234M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$937M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$486M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
-$285M |
| 4 |
Bank of New York Mellon
New York
|
-$251M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$230M |
PFE Hedge Fund Activity: Q3 2015 in Review
1,880 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2015, worth a combined $140B — down 4.3% from $146B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new PFE positions and 64 closed out — a net gain of 7 holders — while 801 added to existing stakes and 769 trimmed.
The largest buyer was Bank of America, adding an estimated $874M. The largest seller was Wellington Management Group, cutting an estimated $937M.
- 1,880 institutional investors held Pfizer (PFE) as of Q3 2015, down from 1,888 in Q2 2015.
- Funds reported $140B of Pfizer stock for Q3 2015, down 4.3% quarter-over-quarter.
- 71 funds opened new Pfizer positions in Q3 2015 and 64 closed out, a net change of +7 holders.
- The largest Pfizer buyer in Q3 2015 was Bank of America, an estimated $874M added.
- The largest Pfizer seller in Q3 2015 was Wellington Management Group, an estimated $937M sold.
Based on aggregated 13F filings for Q3 2015.