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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
MC
651
Moors & Cabot
Massachusetts
$7.05M +$482K +15,009 +8%
GIM
652
Goelzer Investment Management
Indiana
$7M -$32.1K -999 -0.5%
ICOA
653
Investment Centers of America
North Dakota
$6.99M +$151K +4,713 +2%
NRS
654
Neville Rodie & Shaw
New York
$6.96M -$47.4K -1,476 -0.7%
OC
655
Oakworth Capital
Alabama
$6.93M +$216K +6,718 +3%
CLOS
656
Compagnie Lombard Odier SCmA
Switzerland
$6.92M -$93.3K -2,904 -1%
OSAM
657
O'Shaughnessy Asset Management
Connecticut
$6.91M -$5.25M -163,219 -44%
KFP
658
Keystone Financial Planning
Ohio
$6.89M +$184K +5,720 +3%
MI
659
Markston International
New York
$6.89M -$183K -5,699 -3%
GT
660
Glenview Trust
Kentucky
$6.86M -$109K -3,398 -2%
CRC
661
Curi RMB Capital
Illinois
$6.84M +$3.86M +120,091 +147%
MA
662
Montag & Associates
Georgia
$6.81M -$60.4K -1,878 -0.9%
Jane Street
663
Jane Street
New York
$6.8M +$4.62M +143,853 +253%
EWM
664
Endurance Wealth Management
Rhode Island
$6.79M -$157K -4,899 -2%
KPCM
665
Kings Point Capital Management
New York
$6.74M +$109K +3,395 +2%
AA
666
Apriem Advisors
California
$6.73M -$716K -22,290 -10%
CIA
667
Choate Investment Advisors
Massachusetts
$6.7M -$25.9K -806 -0.4%
CM
668
Churchill Management
California
$6.69M -$415K -12,905 -6%
CC
669
Colrain Capital
Massachusetts
$6.64M -$582K -18,108 -8%
SLI
670
Sumitomo Life Insurance
Japan
$6.62M -$114K -3,556 -2%
SCM
671
Salem Capital Management
Massachusetts
$6.6M -$155K -4,829 -2%
VFA
672
Voya Financial Advisors
Connecticut
$6.57M -$7.17K -223 -0.1%
DIA
673
Dean Investment Associates
Ohio
$6.56M +$322K +10,027 +5%
LA
674
Lynch & Associates
Indiana
$6.5M +$244K +7,588 +4%
WAM
675
Wealthspire Advisors (Maryland)
Maryland
$6.5M +$542K +16,861 +10%

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.