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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
RT
676
Rockland Trust
Massachusetts
$6.5M +$161K +4,998 +3%
HP
677
HealthInvest Partners
Sweden
$6.47M -$796K -24,769 -11%
BFIC
678
Bedell Frazier Investment Counselling
California
$6.47M -$32.2K -1,001 -0.5%
PVH
679
Psagot Value Holdings
Israel
$6.46M -$489K -15,201 -7%
KCM
680
Kanawha Capital Management
Virginia
$6.45M -$82.1K -2,554 -1%
FFBTD
681
First Financial Bank - Trust Division
Ohio
$6.44M -$46.9K -1,458 -0.8%
PCA
682
Private Capital Advisors
Connecticut
$6.44M -$33.9K -1,054 -0.6%
BCM
683
Birmingham Capital Management
Alabama
$6.43M -$100K -3,113 -2%
OIM
684
Opus Investment Management
Massachusetts
$6.43M -$271K -8,432 -4%
GIM
685
Grassi Investment Management
California
$6.42M +$38.1K +1,185 +0.6%
AT
686
Argent Trust
Texas
$6.34M +$653K +20,314 +12%
DWT
687
Dorsey & Whitney Trust
South Dakota
$6.33M +$190K +5,903 +3%
EM
688
Excalibur Management
Massachusetts
$6.29M -$128K -3,968 -2%
MYLI
689
Meiji Yasuda Life Insurance
Japan
$6.27M +$308K +9,591 +5%
CAM
690
Cubic Asset Management
Massachusetts
$6.25M -$10.3K -319 -0.2%
FG
691
Fiduciary Group
Georgia
$6.23M +$203K +6,306 +4%
FAB
692
First American Bank
Illinois
$6.18M -$124K -3,858 -2%
I
693
IberiaBank
Louisiana
$6.18M +$477K +14,854 +9%
FFSOTS
694
Fiduciary Financial Services of The Southwest
Texas
$6.16M -$94.7K -2,945 -2%
WB
695
Webster Bank
Connecticut
$6.14M -$124K -3,850 -2%
LDB
696
Lee, Danner & Bass
Tennessee
$6.14M -$46K -1,431 -0.8%
CNBT
697
Canandaigua National Bank & Trust
New York
$6.13M +$372K +11,561 +7%
GG
698
Greenwood Gearhart
Arkansas
$6.12M +$359K +11,167 +7%
LCM
699
Laurion Capital Management
New York
$6.1M -$5.46M -169,804 -49%
BC
700
Bartlett & Co
Ohio
$6.02M -$29.5K -917 -0.5%

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.