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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
TA
51
Teachers Advisors
New York
$570M -$4.22M -123,785 -0.7%
CS
52
Credit Suisse
Switzerland
$567M +$44.1M +1,293,466 +9%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$557M +$18.8M +550,525 +4%
Fidelity International
54
Fidelity International
Bermuda
$545M -$17.8M -522,828 -3%
Principal Financial Group
55
Principal Financial Group
Iowa
$543M +$6.61M +193,736 +1%
AL
56
AJO LP
Pennsylvania
$523M -$11.6M -339,160 -2%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$519M +$36.9M +1,082,858 +8%
Allianz Asset Management
58
Allianz Asset Management
Germany
$498M +$29.8M +873,141 +6%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$494M -$27M -792,112 -5%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$489M +$16.4M +481,479 +4%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$482M -$1.88M -55,168 -0.4%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$456M +$7.66M +224,634 +2%
EIP
63
Epoch Investment Partners
New York
$449M -$4.92M -144,433 -1%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$444M -$46.2M -1,354,365 -9%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$439M -$17.3M -506,905 -4%
Prudential Financial
66
Prudential Financial
New Jersey
$434M -$42.7M -1,253,524 -9%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$425M +$22M +645,844 +6%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$416M +$411M +12,060,661 +29,164%
ClearBridge Investments
69
ClearBridge Investments
New York
$416M -$2.01M -58,853 -0.5%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$413M +$32.1M +940,909 +8%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$409M +$17M +498,142 +4%
Barclays
72
Barclays
United Kingdom
$399M +$63.4M +1,860,455 +19%
Diamond Hill Capital Management
73
Diamond Hill Capital Management
Ohio
$395M -$7.89M -231,345 -2%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$384M +$26.6M +780,487 +8%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$374M -$1.14M -33,469 -0.3%

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.