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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
BAM
776
Barrett Asset Management
New York
$5.32M +$406K +11,901 +8%
FAT
777
First American Trust
California
$5.3M +$2.37M +69,424 +82%
NEAM
778
New England Asset Management
Connecticut
$5.28M -$89.8K -2,635 -2%
WSTAM
779
Wilbanks Smith & Thomas Asset Management
Virginia
$5.25M +$216K +6,334 +4%
OCM
780
Oakwood Capital Management
California
$5.23M -$116K -3,400 -2%
EB
781
Eastern Bank
Massachusetts
$5.22M -$73.3K -2,150 -1%
VFM
782
Viking Fund Management
North Dakota
$5.22M
GCAC
783
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.21M -$21K -616 -0.4%
RMAM
784
Raab & Moskowitz Asset Management
New Jersey
$5.2M -$144K -4,211 -3%
MJRIC
785
Mogy Joel R Investment Counsel
California
$5.18M -$5.9K -173 -0.1%
BAC
786
Boys Arnold & Co
North Carolina
$5.18M -$137K -4,020 -3%
FNBOMD
787
First National Bank of Mount Dora
Florida
$5.18M +$216K +6,349 +4%
RGI
788
River Global Investors
United Kingdom
$5.14M +$2.59M +75,867 +103%
AHC
789
Adell Harriman & Carpenter
Texas
$5.13M -$49.1K -1,440 -1%
CSS
790
Cubist Systematic Strategies
Connecticut
$5.11M +$5.07M +148,783 New
SHGA
791
Sand Hill Global Advisors
California
$5.1M +$45.5K +1,335 +0.9%
SWM
792
Stockman Wealth Management
Montana
$5.09M -$2.32K -68 -0%
PFPT
793
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.07M +$275K +8,073 +6%
RFS
794
Rockefeller Financial Services
New York
$5.07M +$386K +11,324 +8%
AF
795
Arrow Financial
New York
$5.06M -$419K -12,295 -8%
EA
796
Edge Advisors
Georgia
$5.06M +$15.4K +452 +0.3%
SWM
797
Segment Wealth Management
Texas
$5.05M +$83.7K +2,454 +2%
WFMPM
798
Woodley Farra Manion Portfolio Management
Indiana
$5.02M +$25.8K +757 +0.5%
SCA
799
Snowden Capital Advisors
New York
$5.02M +$345K +10,122 +7%
SIM
800
Sonora Investment Management
Arizona
$5.02M +$606K +17,759 +14%

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.