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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
MCM
876
Maryland Capital Management
Maryland
$3.98M -$97.8K -3,102 -2%
NSEDCP
877
NJ State Employees Deferred Compensation Plan
New Jersey
$3.97M
MNBTD
878
Moody National Bank Trust Division
Texas
$3.96M -$121K -3,847 -3%
LW
879
Linscomb Wealth
Texas
$3.96M +$325K +10,309 +9%
OWD
880
Osborn Williams & Donohoe
Ohio
$3.95M +$161K +5,107 +4%
SSB
881
Sandy Spring Bank
Maryland
$3.93M -$51.3K -1,628 -1%
OSNBOA
882
Old Second National Bank of Aurora
Illinois
$3.93M +$10.7K +340 +0.3%
SWM
883
Segment Wealth Management
Texas
$3.93M +$51.1K +1,622 +1%
FCM
884
Forester Capital Management
Illinois
$3.92M -$574K -18,211 -13%
SRC
885
Shufro Rose & Co
New York
$3.91M -$43.6K -1,383 -1%
BRWA
886
B. Riley Wealth Advisors
Florida
$3.91M +$26K +824 +0.7%
CA
887
Clearstead Advisors
Ohio
$3.91M +$151K +4,805 +4%
OMCS
888
Old Mutual Customised Solutions
South Africa
$3.91M +$539K +17,106 +17%
AP
889
Advisor Partners
California
$3.88M +$583K +18,491 +18%
BCMO
890
Buckingham Capital Management (Ohio)
Ohio
$3.87M +$310K +9,841 +9%
FAM
891
Fred Alger Management
New York
$3.87M
CA
892
Cetera Advisors
Colorado
$3.87M +$40.5K +1,283 +1%
CIC
893
Crawford Investment Counsel
Georgia
$3.86M -$65.2K -2,069 -2%
CT
894
Coastline Trust
Rhode Island
$3.86M +$25.6K +811 +0.7%
SSWM
895
Smith Salley Wealth Management
North Carolina
$3.86M +$203K +6,442 +6%
HCM
896
Hollencrest Capital Management
California
$3.86M -$278K -8,829 -7%
OPPM
897
Opus Point Partners Management
New York
$3.84M
OLA
898
Oliver Luxxe Assets
New Jersey
$3.84M +$163K +5,166 +5%
APSI
899
Asset Planning Services Inc
Louisiana
$3.84M -$315 -10 -0%
W
900
Wealthfront
California
$3.83M +$474K +15,021 +15%

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.