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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
AIG
51
American International Group
New York
$549M -$4.62M -143,726 -0.9%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$530M +$13.5M +420,453 +3%
Principal Financial Group
53
Principal Financial Group
Iowa
$528M +$6.33M +196,877 +1%
AL
54
AJO LP
Pennsylvania
$527M -$35.2M -1,096,326 -7%
CS
55
Credit Suisse
Switzerland
$515M -$3.85M -119,854 -0.8%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$513M -$22.2M -689,574 -4%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$483M +$41.1M +1,280,115 +10%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$477M +$6.62M +205,963 +1%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$473M +$10.4M +323,505 +2%
Prudential Financial
60
Prudential Financial
New Jersey
$470M +$104M +3,236,592 +30%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$464M -$45.5M -1,416,385 -9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$462M -$90.7M -2,821,962 -17%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$450M +$427M +13,276,852 New
EIP
64
Epoch Investment Partners
New York
$448M +$130M +4,048,234 +44%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$442M +$105M +3,277,775 +34%
Credit Agricole
66
Credit Agricole
France
$434M +$118M +3,673,478 +40%
IGIM
67
I.G. Investment Management
Manitoba, Canada
$428M +$69.3M +2,157,191 +21%
APG Asset Management
68
APG Asset Management
Netherlands
$416M -$75.8M -2,358,114 -16%
ClearBridge Investments
69
ClearBridge Investments
New York
$412M +$18.6M +579,220 +5%
Diamond Hill Capital Management
70
Diamond Hill Capital Management
Ohio
$397M -$6.88M -214,096 -2%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$396M -$70.2M -2,185,441 -16%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$386M +$3.54M +110,248 +1%
AAMU
73
Amundi Asset Management US
Massachusetts
$376M +$35.5M +1,105,012 +11%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$375M -$27M -840,785 -7%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$370M -$3.58M -111,514 -1%

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.