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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
AL
51
AJO LP
Pennsylvania
$563M -$15.4M -487,762 -3%
APG Asset Management
52
APG Asset Management
Netherlands
$552M -$178M -5,649,161 -25%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$541M -$104M -3,302,443 -17%
Sanders Capital
54
Sanders Capital
Florida
$538M +$9.48M +300,706 +2%
AIG
55
American International Group
New York
$530M +$12M +379,504 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$499M -$3.41M -108,245 -0.7%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$463M -$1.3M -41,104 -0.3%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$445M -$15M -475,365 -3%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$444M +$37.3M +1,182,177 +9%
TA
60
Teachers Advisors
New York
$443M -$23.3M -740,265 -5%
PPA
61
Parametric Portfolio Associates
Washington
$429M -$144M -4,582,542 -26%
Diamond Hill Capital Management
62
Diamond Hill Capital Management
Ohio
$423M -$19.9M -631,302 -5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$422M -$18.1M -572,638 -4%
Prudential Financial
64
Prudential Financial
New Jersey
$422M -$73.2M -2,320,276 -15%
CWM
65
CIBC World Markets
New York
$419M +$335M +10,634,719 +466%
EVM
66
Eaton Vance Management
Massachusetts
$391M -$37.8M -1,197,858 -9%
JHIU
67
Janus Henderson Investors US
Colorado
$375M -$107M -3,407,896 -23%
IGIM
68
I.G. Investment Management
Manitoba, Canada
$375M -$4.49M -142,277 -1%
ClearBridge Investments
69
ClearBridge Investments
New York
$373M +$1.8M +56,996 +0.5%
AQR Capital Management
70
AQR Capital Management
Connecticut
$372M +$18.6M +589,490 +5%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$365M -$14.8M -468,367 -4%
Lord, Abbett & Co
72
Lord, Abbett & Co
New Jersey
$360M -$64.4M -2,043,290 -16%
Principal Financial Group
73
Principal Financial Group
Iowa
$340M -$52.4M -1,660,513 -14%
Asset Management One
74
Asset Management One
Japan
$337M -$29.7M -941,266 -8%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$333M +$8.84M +280,431 +3%

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.