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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
SPC
751
Sigma Planning Corp
Michigan
$5.35M +$1.14M +36,064 +28%
BAM
752
Boyar Asset Management
New York
$5.33M +$1.35M +42,783 +35%
PLFAM
753
Pineno Levin & Ford Asset Management
Virginia
$5.33M -$3.4K -108 -0.1%
WPIC
754
White Pine Investment Company
Michigan
$5.33M +$11.6K +369 +0.2%
SGI
755
Summit Global Investments
Utah
$5.32M +$846K +26,837 +20%
BAM
756
Barrett Asset Management
New York
$5.32M +$15.2K +482 +0.3%
PL
757
Parthenon LLC
Kentucky
$5.31M -$76.4K -2,424 -1%
OCM
758
Oakwood Capital Management
California
$5.29M +$760K +24,118 +17%
AF
759
Arrow Financial
New York
$5.27M +$5.2K +165 +0.1%
ANBT
760
American National Bank & Trust
Texas
$5.27M -$39.7K -1,259 -0.8%
HAIM
761
Hunter Associates Investment Management
Pennsylvania
$5.27M -$1.45M -45,865 -22%
DG
762
Davidson & Garrard
Virginia
$5.25M -$535K -16,971 -9%
GCM
763
Garland Capital Management
Washington
$5.25M -$140K -4,427 -3%
BFA
764
Bragg Financial Advisors
North Carolina
$5.22M +$64.5K +2,046 +1%
I
765
IberiaBank
Louisiana
$5.19M -$313K -9,933 -6%
MSV
766
MN Services Vermogensbeheer
Netherlands
$5.19M +$149K +4,740 +3%
WS
767
Wedbush Securities
California
$5.18M +$51.5K +1,635 +1%
HBWM
768
Hollow Brook Wealth Management
New York
$5.17M -$5.74M -181,899 -53%
NIM
769
Northeast Investment Management
Massachusetts
$5.16M -$5.74K -182 -0.1%
NEAM
770
New England Asset Management
Connecticut
$5.15M +$1.09M +34,642 +28%
MAM
771
Meeder Asset Management
Ohio
$5.14M -$852K -27,011 -15%
WC
772
Woodstock Corp
Massachusetts
$5.14M -$230K -7,283 -4%
SWP
773
Stratos Wealth Partners
Ohio
$5.12M +$565K +17,930 +13%
RMAM
774
Raab & Moskowitz Asset Management
New Jersey
$5.12M -$32.2K -1,020 -0.6%
HC
775
Hawkins Capital
Texas
$5.1M

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.