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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
ISB
826
Iowa State Bank
Iowa
$4.71M +$71.8K +2,106 +2%
AIP
827
Ameritas Investment Partners
Nebraska
$4.7M -$210K -6,154 -4%
KC
828
Kepos Capital
New York
$4.7M +$4.66M +136,640 New
SCM
829
Sitrin Capital Management
California
$4.67M -$65.3K -1,914 -1%
FTC
830
Farmers Trust Company
Ohio
$4.65M +$43.2K +1,266 +0.9%
TW
831
Transform Wealth
Colorado
$4.63M +$1.95M +57,168 +74%
BCMO
832
Buckingham Capital Management (Ohio)
Ohio
$4.6M -$31.7K -929 -0.7%
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$4.6M -$125K -3,658 -3%
BHA
834
Beech Hill Advisors
New York
$4.58M +$30K +880 +0.7%
MCM
835
Monarch Capital Management
Indiana
$4.58M -$165K -4,830 -3%
AAM
836
AR Asset Management
California
$4.54M
PT
837
Plimoth Trust
Massachusetts
$4.53M +$4.5M +131,946 New
LFAS
838
Level Four Advisory Services
Texas
$4.53M +$143K +4,200 +3%
AAA
839
Adams Asset Advisors
Texas
$4.52M
CAM
840
Carret Asset Management
New York
$4.51M -$28.4K -834 -0.6%
RG
841
Rikoon Group
New Mexico
$4.5M -$25.1K -737 -0.6%
AUB
842
Atlantic Union Bankshares
Virginia
$4.5M -$6.79K -199 -0.2%
EVC
843
Eidelman Virant Capital
Missouri
$4.49M -$791K -23,188 -15%
SSB
844
Sandy Spring Bank
Maryland
$4.48M +$82.9K +2,430 +2%
JAM
845
Jolley Asset Management
North Carolina
$4.47M +$3.85K +113 +0.1%
MA
846
Marshwinds Advisory
Georgia
$4.47M -$91.6K -2,685 -2%
OLA
847
Oliver Luxxe Assets
New Jersey
$4.45M -$51K -1,496 -1%
MRCM
848
M&R Capital Management
New Jersey
$4.39M +$127K +3,722 +3%
DJSG
849
D.J. St. Germain
Massachusetts
$4.39M -$23.9K -701 -0.5%
CPA
850
Cowen Prime Advisors
New York
$4.37M -$830K -24,337 -16%

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.