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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
MA
676
Montag & Associates
Georgia
$6.79M -$122K -3,572 -2%
ACPU
677
Arrowgrass Capital Partners (US)
Delaware
$6.79M +$4.29M +125,672 +175%
RT
678
Rockland Trust
Massachusetts
$6.78M +$187K +5,485 +3%
UIM
679
USS Investment Management
United Kingdom
$6.72M +$6.66M +195,306 New
BFIC
680
Bedell Frazier Investment Counselling
California
$6.71M +$144K +4,231 +2%
CIA
681
Choate Investment Advisors
Massachusetts
$6.71M -$91.7K -2,688 -1%
LA
682
Lynch & Associates
Indiana
$6.71M +$112K +3,293 +2%
DIA
683
Dean Investment Associates
Ohio
$6.7M +$47.4K +1,391 +0.7%
WAM
684
Wealthspire Advisors (Maryland)
Maryland
$6.65M +$56.8K +1,665 +0.9%
EWM
685
Endurance Wealth Management
Rhode Island
$6.64M -$248K -7,274 -4%
PVH
686
Psagot Value Holdings
Israel
$6.64M +$84.5K +2,478 +1%
KCM
687
Kanawha Capital Management
Virginia
$6.63M +$76.6K +2,247 +1%
AT
688
Argent Trust
Texas
$6.59M +$158K +4,627 +2%
MYLI
689
Meiji Yasuda Life Insurance
Japan
$6.58M +$215K +6,316 +3%
GIM
690
Grassi Investment Management
California
$6.58M +$65.7K +1,928 +1%
EOJOAM
691
E. Ohman J:or Asset Management
Sweden
$6.57M +$773K +22,661 +13%
CM
692
Churchill Management
California
$6.54M -$251K -7,373 -4%
OIM
693
Opus Investment Management
Massachusetts
$6.52M
RAG
694
Roof Advisory Group
Pennsylvania
$6.47M +$6.42M +188,232 New
W
695
Wealthfront
California
$6.46M +$759K +22,247 +13%
FAB
696
First American Bank
Illinois
$6.46M +$184K +5,403 +3%
BCM
697
Birmingham Capital Management
Alabama
$6.45M -$73.3K -2,150 -1%
NAM
698
North American Management
Massachusetts
$6.45M +$974K +28,573 +18%
ASN
699
Advisory Services Network
Georgia
$6.41M +$1.53M +44,836 +32%
FFBTD
700
First Financial Bank - Trust Division
Ohio
$6.37M -$170K -4,989 -3%

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.