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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.14M -$518K -16,436 -8%
CT
702
Cambridge Trust
Massachusetts
$6.14M -$201K -6,386 -3%
SB
703
Simmons Bank
Arkansas
$6.1M +$104K +3,303 +2%
UIM
704
USS Investment Management
United Kingdom
$6.07M +$528K +16,759 +10%
HVIA
705
Hudson Valley Investment Advisors
New York
$6.05M +$127K +4,014 +2%
FFSOTS
706
Fiduciary Financial Services of The Southwest
Texas
$6.02M -$118K -3,756 -2%
WB
707
Webster Bank
Connecticut
$6.01M +$68.1K +2,161 +1%
VFA
708
Voya Financial Advisors
Connecticut
$6M +$1.03M +32,806 +22%
AHC
709
Adell Harriman & Carpenter
Texas
$6M -$277K -8,795 -5%
TFA
710
Transamerica Financial Advisors
Florida
$5.97M -$11.7K -370 -0.2%
MYLI
711
Meiji Yasuda Life Insurance
Japan
$5.96M +$6.65K +211 +0.1%
CC
712
ClearArc Capital
Ohio
$5.96M -$48K -1,523 -0.8%
CAM
713
Cubic Asset Management
Massachusetts
$5.96M +$45.8K +1,454 +0.8%
GLRA
714
Gerald L. Ray & Associates
Texas
$5.94M -$117K -3,720 -2%
LAM
715
Lebenthal Asset Management
New York
$5.92M +$280K +8,880 +5%
CCG
716
Cypress Capital Group
Florida
$5.92M -$475K -15,072 -8%
Squarepoint
717
Squarepoint
New York
$5.87M -$2.26M -71,533 -28%
LA
718
Lynch & Associates
Indiana
$5.85M +$110K +3,482 +2%
EAM
719
EULAV Asset Management
Florida
$5.82M +$2.63M +83,266 +87%
LDB
720
Lee, Danner & Bass
Tennessee
$5.79M -$92.6K -2,936 -2%
BT
721
Beacon Trust
New Jersey
$5.76M +$35.3K +1,119 +0.6%
DWT
722
Dorsey & Whitney Trust
South Dakota
$5.74M +$700K +22,207 +14%
Group One Trading
723
Group One Trading
Illinois
$5.73M -$10.5M -332,207 -65%
CIC
724
Canal Insurance Company
South Carolina
$5.68M
HC
725
Hourglass Capital
Texas
$5.66M +$27.9K +886 +0.5%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.