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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
CIC
901
Carnegie Investment Counsel
Ohio
$3.78M +$518K +15,189 +15%
AAP
902
Aristotle Atlantic Partners
Florida
$3.78M +$3.75M +110,046 New
VCAM
903
Van Cleef Asset Management
Ohio
$3.77M +$417K +12,241 +13%
SI
904
SII Investments
Wisconsin
$3.76M +$240K +7,048 +7%
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$3.75M +$124K +3,637 +3%
GP
906
Girard Partners
Pennsylvania
$3.73M -$87.7K -2,571 -2%
BB
907
Bell Bank
North Dakota
$3.71M -$714K -20,929 -16%
CAM
908
Columbia Asset Management
Michigan
$3.69M +$56.1K +1,644 +2%
OCM
909
Orleans Capital Management
Louisiana
$3.69M -$25.2K -738 -0.7%
WPP
910
Whalerock Point Partners
Rhode Island
$3.69M -$27K -791 -0.7%
CBN
911
Cadence Bank NA
Texas
$3.68M +$106K +3,109 +3%
CCG
912
Cypress Capital Group
Florida
$3.67M +$95.7K +2,807 +3%
HKIM
913
Hayek Kallen Investment Management
Alabama
$3.66M -$72K -2,112 -2%
Carson Wealth (CWM LLC)
914
Carson Wealth (CWM LLC)
Nebraska
$3.64M +$544K +15,943 +18%
CBTWT
915
Community Bank & Trust (Waco, Texas)
Texas
$3.64M +$251K +7,349 +7%
EI
916
EDMP Inc
Florida
$3.63M -$168K -4,933 -4%
NAM
917
NTV Asset Management
West Virginia
$3.63M -$57.4K -1,684 -2%
BCA
918
Benchmark Capital Advisors
New York
$3.63M -$381K -11,172 -10%
AIS
919
Accurate Investment Solutions
Pennsylvania
$3.6M -$42K -1,231 -1%
AIMCA
920
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.6M -$21.6M -632,400 -86%
TRIM
921
Thompson Rubinstein Investment Management
Oregon
$3.59M +$21.6K +632 +0.6%
SLG
922
Stanley-Laman Group
Pennsylvania
$3.59M -$6.17K -181 -0.2%
MNBTD
923
Moody National Bank Trust Division
Texas
$3.58M
FAM
924
Fred Alger Management
New York
$3.56M -$421K -12,341 -11%
BMO
925
Beck Mack & Oliver
New York
$3.55M

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.