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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
JAM
851
Jolley Asset Management
North Carolina
$4.17M +$6.75K +214 +0.2%
BONST
852
Bank of Nova Scotia Trust
Ontario, Canada
$4.17M +$82K +2,601 +2%
MCM
853
MAI Capital Management
Ohio
$4.17M -$546K -17,313 -12%
CB
854
Community Bank
New York
$4.16M +$406K +12,866 +11%
AIC
855
Argus Investors Counsel
New York
$4.15M -$649K -20,574 -14%
GIM
856
Guild Investment Management
California
$4.15M +$4.03M +127,892 New
RCAG
857
Rehmann Capital Advisory Group
Michigan
$4.12M +$211K +6,685 +6%
PS
858
Pensionfund Sabic
Netherlands
$4.12M -$439K -13,913 -10%
BB
859
Bell Bank
North Dakota
$4.11M +$160K +5,074 +4%
VFM
860
Viking Fund Management
North Dakota
$4.11M +$233K +7,378 +6%
SIRP
861
Shelter Insurance Retirement Plan
Missouri
$4.1M
MRCM
862
M&R Capital Management
New Jersey
$4.1M +$319K +10,108 +8%
AAA
863
Adams Asset Advisors
Texas
$4.07M
1GA
864
1st Global Advisors
Texas
$4.07M +$48.3K +1,532 +1%
HHC
865
Hutchin Hill Capital
New York
$4.07M +$2.24M +71,145 +131%
PAI
866
Pittenger & Anderson Inc
Nebraska
$4.06M -$288K -9,143 -7%
BGC
867
Blue Granite Capital
South Carolina
$4.06M +$266K +8,432 +7%
WFG
868
Windsor Financial Group
Minnesota
$4.05M -$298K -9,448 -7%
DJSG
869
D.J. St. Germain
Massachusetts
$4.05M +$40.5K +1,283 +1%
PFSC
870
Peoples Financial Services Corp
Pennsylvania
$4.04M -$128K -4,071 -3%
SCA
871
Snowden Capital Advisors
New York
$4.04M +$691K +21,925 +21%
CAM
872
Centre Asset Management
New York
$4.02M -$1.63M -51,783 -29%
BCA
873
Benchmark Capital Advisors
New York
$4M -$79.8K -2,530 -2%
CIM
874
CenturyLink Investment Management
Colorado
$3.98M
GWM
875
Greenwich Wealth Management
Connecticut
$3.98M -$655K -20,786 -14%

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.