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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
EFIC
726
Eliot Finkel Investment Counsel
California
$5.64M -$25.4K -791 -0.5%
CC
727
ClearArc Capital
Ohio
$5.64M -$591K -18,392 -10%
KRSITF
728
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.63M -$191K -5,943 -3%
DWM
729
Dorchester Wealth Management
Quebec, Canada
$5.63M +$220K +6,852 +4%
BOC
730
Barbara Oil Co
Illinois
$5.62M
W
731
Wealthfront
California
$5.62M +$2.02M +62,771 +61%
PP
732
Patten & Patten
Tennessee
$5.56M -$326K -10,129 -6%
BIC
733
Beach Investment Counsel
Pennsylvania
$5.54M
BFA
734
Bragg Financial Advisors
North Carolina
$5.54M +$6.3K +196 +0.1%
FPFS
735
First Personal Financial Services
North Carolina
$5.49M -$45.1K -1,402 -0.9%
HAIM
736
Hunter Associates Investment Management
Pennsylvania
$5.48M -$3.18K -99 -0.1%
WC
737
Woodstock Corp
Massachusetts
$5.45M -$32.1K -1,000 -0.6%
NC
738
Northpointe Capital
Michigan
$5.44M +$230K +7,160 +5%
VIA
739
Vantage Investment Advisors
Pennsylvania
$5.43M +$202K +6,276 +4%
WPIC
740
White Pine Investment Company
Michigan
$5.42M -$91.5K -2,846 -2%
NIM
741
Northeast Investment Management
Massachusetts
$5.41M +$68K +2,117 +1%
BAM
742
Boyar Asset Management
New York
$5.41M -$41.4K -1,288 -0.8%
1SB
743
1ST Source Bank
Indiana
$5.4M -$236K -7,332 -4%
AF
744
Arrow Financial
New York
$5.4M +$1.45K +45 +0%
NAM
745
North American Management
Massachusetts
$5.39M +$3.78M +117,476 +283%
PLFAM
746
Pineno Levin & Ford Asset Management
Virginia
$5.35M -$147K -4,584 -3%
GLRA
747
Gerald L. Ray & Associates
Texas
$5.35M -$399K -12,425 -7%
RWP
748
RWA Wealth Partners
Massachusetts
$5.33M +$576K +17,911 +13%
Koshinski Asset Management
749
Koshinski Asset Management
Illinois
$5.33M +$3.56M +110,743 +238%
HC
750
Hawkins Capital
Texas
$5.32M

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.