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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
CRC
651
Curi RMB Capital
Illinois
$7.43M +$486K +14,249 +7%
WJA
652
Williams Jones & Associates
New York
$7.36M -$472K -13,849 -6%
NB
653
NBT Bank
New York
$7.29M -$544K -15,946 -7%
GT
654
Glenview Trust
Kentucky
$7.28M +$313K +9,177 +5%
FPCG
655
Fort Pitt Capital Group
Pennsylvania
$7.27M +$26.2K +768 +0.4%
OI
656
Oakbrook Investments
Illinois
$7.26M -$2.97M -87,219 -29%
Citadel Advisors
657
Citadel Advisors
Florida
$7.23M -$242M -7,089,023 -97%
JC
658
Jacobs & Co
California
$7.22M -$51.5K -1,509 -0.7%
JG
659
Jefferies Group
New York
$7.22M -$17.2M -505,340 -71%
EWM
660
Evercore Wealth Management
New York
$7.13M -$111K -3,250 -2%
NRS
661
Neville Rodie & Shaw
New York
$7.1M +$34.2K +1,002 +0.5%
WIM
662
Waverton Investment Management
United Kingdom
$7.09M -$241K -7,062 -3%
SGAM
663
Steinberg Global Asset Management
Florida
$7.09M -$168K -4,926 -2%
KFP
664
Keystone Financial Planning
Ohio
$7.07M +$80.5K +2,361 +1%
AF
665
Alerus Financial
North Dakota
$7.06M -$120K -3,529 -2%
GIM
666
Goelzer Investment Management
Indiana
$7.04M -$63.5K -1,861 -0.9%
BOH
667
Bank of Hawaii
Hawaii
$7.02M -$232K -6,804 -3%
KPCM
668
Kings Point Capital Management
New York
$6.99M +$159K +4,655 +2%
GG
669
Greenwood Gearhart
Arkansas
$6.98M +$764K +22,404 +12%
SLI
670
Sumitomo Life Insurance
Japan
$6.97M +$258K +7,553 +4%
AA
671
Apriem Advisors
California
$6.93M +$95.7K +2,807 +1%
BIAS
672
Beacon Investment Advisory Services
New Jersey
$6.92M -$1.61M -47,271 -19%
CCM
673
Catawba Capital Management
Virginia
$6.92M -$390K -11,449 -5%
BC
674
Brookfield Corp
Ontario, Canada
$6.89M +$6.83M +200,392 New
MI
675
Markston International
New York
$6.86M -$125K -3,672 -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.