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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
BOC
751
Barbara Oil Co
Illinois
$5.7M
DWM
752
Dorchester Wealth Management
Quebec, Canada
$5.69M -$17.6K -515 -0.3%
AP
753
AHL Partners
United Kingdom
$5.59M -$2.49M -72,894 -31%
NSIM
754
North Star Investment Management
Illinois
$5.58M +$286K +8,384 +5%
WC
755
Woodstock Corp
Massachusetts
$5.58M +$49.6K +1,454 +0.9%
HAIM
756
Hunter Associates Investment Management
Pennsylvania
$5.58M +$16.9K +495 +0.3%
BIC
757
Beach Investment Counsel
Pennsylvania
$5.57M -$53.9K -1,581 -1%
MIC
758
MU Investments Company
Japan
$5.56M +$5.42M +158,943 +6,950%
MIM
759
Marco Investment Management
Georgia
$5.56M -$200K -5,855 -3%
PCA
760
Private Capital Advisors
Connecticut
$5.55M -$977K -28,663 -15%
BAM
761
Boyar Asset Management
New York
$5.53M +$42K +1,232 +0.8%
YIA
762
YHB Investment Advisors
Connecticut
$5.5M +$588K +17,235 +12%
BWM
763
Buckley Wealth Management
Nevada
$5.47M +$5.43M +159,272 New
WPIC
764
White Pine Investment Company
Michigan
$5.47M -$28K -822 -0.5%
FPFS
765
First Personal Financial Services
North Carolina
$5.47M -$102K -2,990 -2%
NIM
766
Northeast Investment Management
Massachusetts
$5.47M -$25.5K -747 -0.5%
PLFAM
767
Pineno Levin & Ford Asset Management
Virginia
$5.47M +$36.7K +1,075 +0.7%
FCH
768
Freestone Capital Holdings
Washington
$5.43M +$292K +8,561 +6%
PP
769
Patten & Patten
Tennessee
$5.43M -$218K -6,379 -4%
PCM
770
Princeton Capital Management
New Jersey
$5.38M +$5.33M +156,459 New
DWM
771
Destination Wealth Management
California
$5.37M +$82.9K +2,432 +2%
PI
772
Pettee Investors
Connecticut
$5.35M
WIA
773
Wealthstreet Investment Advisors
Texas
$5.34M +$5.3M +155,300 New
BC
774
Burney Company
Virginia
$5.33M +$666K +19,525 +14%
1SB
775
1ST Source Bank
Indiana
$5.33M -$156K -4,576 -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.