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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
HDIM
801
Hanson & Doremus Investment Management
Vermont
$4.68M +$137K +4,254 +3%
AIP
802
Ameritas Investment Partners
Nebraska
$4.67M +$16.9K +527 +0.4%
SCM
803
Sitrin Capital Management
California
$4.67M -$32K -995 -0.7%
PL
804
Parthenon LLC
Kentucky
$4.67M -$880K -27,373 -17%
FLPIM
805
F.L. Putnam Investment Management
Massachusetts
$4.66M +$4.42M +137,578 New
RFS
806
Rockefeller Financial Services
New York
$4.61M +$524K +16,312 +14%
SCA
807
Snowden Capital Advisors
New York
$4.61M +$143K +4,454 +3%
CA
808
Clearstead Advisors
Ohio
$4.59M +$523K +16,285 +14%
DHFB
809
Dixon Hubard Feinour & Brown
Virginia
$4.59M -$108K -3,372 -2%
BC
810
Burney Company
Virginia
$4.58M -$230K -7,144 -5%
SPC
811
Sigma Planning Corp
Michigan
$4.58M -$192K -5,969 -4%
TNBTD
812
Trustmark National Bank Trust Department
Mississippi
$4.57M -$674K -20,982 -13%
ISB
813
Iowa State Bank
Iowa
$4.57M -$47.7K -1,483 -1%
BCMO
814
Buckingham Capital Management (Ohio)
Ohio
$4.57M +$173K +5,393 +4%
ZCA
815
Zeke Capital Advisors
Pennsylvania
$4.56M +$1.71M +53,354 +66%
FTC
816
Farmers Trust Company
Ohio
$4.54M -$50K -1,556 -1%
BCMNY
817
Buckingham Capital Management (New York)
New York
$4.51M -$3.33M -103,609 -44%
MA
818
Marshwinds Advisory
Georgia
$4.5M +$96 +3 +0%
FCBT
819
First Citizens Bank & Trust
North Carolina
$4.49M -$1.52M -47,424 -26%
BHA
820
Beech Hill Advisors
New York
$4.49M +$10.2K +317 +0.2%
CAM
821
Carret Asset Management
New York
$4.47M +$198K +6,164 +5%
AAM
822
AR Asset Management
California
$4.47M -$10.3K -320 -0.2%
RG
823
Rikoon Group
New Mexico
$4.46M -$20.7K -645 -0.5%
AAA
824
Adams Asset Advisors
Texas
$4.45M +$191K +5,937 +5%
IA
825
Icon Advisers
Colorado
$4.45M -$6.33M -197,098 -60%

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.