Pfizer
PFE
1,970 hedge funds and large institutions have $146B invested in Pfizer in 2015 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 801 increasing their positions, 756 reducing their positions, and 80 closing their positions.
144% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 80
5% more funds holding
Funds holding: 1,880 → 1,970 (+90)
1.41% more ownership
Funds ownership: 75.71% → 77.11% (+1.4%)
6% more repeat investments, than reductions
Existing positions increased: 801 | Existing positions reduced: 756
4% more capital invested
Capital invested by funds: $140B → $146B (+$6.18B)
5% less funds holding in top 10
Funds holding in top 10: 267 → 253 (-14)
39% less call options, than puts
Call options by funds: $1.79B | Put options by funds: $2.95B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$604M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$445M |
| 3 |
Goldman Sachs
New York
|
+$422M |
| 4 |
CM
Corvex Management
New York
|
+$401M |
| 5 |
Sanders Capital
West Palm Beach,
Florida
|
+$340M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.47B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$1.43B |
| 3 |
Franklin Resources
San Mateo,
California
|
-$695M |
| 4 |
Bank of New York Mellon
New York
|
-$378M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$200M |
PFE Hedge Fund Activity: Q4 2015 in Review
1,970 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2015, worth a combined $146B — up 4.4% from $140B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new PFE positions and 80 closed out — a net gain of 115 holders — while 801 added to existing stakes and 756 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $604M. The largest seller was Capital World Investors, cutting an estimated $1.47B.
- 1,970 institutional investors held Pfizer (PFE) as of Q4 2015, up from 1,880 in Q3 2015.
- Funds reported $146B of Pfizer stock for Q4 2015, up 4.4% quarter-over-quarter.
- 195 funds opened new Pfizer positions in Q4 2015 and 80 closed out, a net change of +115 holders.
- The largest Pfizer buyer in Q4 2015 was Deutsche Bank, an estimated $604M added.
- The largest Pfizer seller in Q4 2015 was Capital World Investors, an estimated $1.47B sold.
Based on aggregated 13F filings for Q4 2015.