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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
PCM
951
Palisade Capital Management
New Jersey
$3.37M +$95.2K +2,793 +3%
SBSB
952
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.35M -$28.6K -840 -0.9%
MIAN
953
Mariner Independent Advisor Network
Kansas
$3.35M +$3.03M +89,005 +1,064%
HSA
954
HBK Sorce Advisory
Pennsylvania
$3.35M +$787K +23,094 +31%
ACP
955
Ashfield Capital Partners
California
$3.34M -$76.9K -2,254 -2%
SGA
956
Strategic Global Advisors
California
$3.33M -$104K -3,046 -3%
CCM
957
Coldstream Capital Management
Washington
$3.31M +$144K +4,233 +5%
FMW
958
Farr Miller & Washington
District of Columbia
$3.28M +$170K +4,982 +6%
GWM
959
Geneos Wealth Management
Colorado
$3.28M -$132K -3,876 -4%
VHAM
960
Van Hulzen Asset Management
California
$3.28M -$22.5K -659 -0.7%
WA
961
WealthTrust Axiom
Pennsylvania
$3.27M -$41.3K -1,212 -1%
SNT
962
Security National Trust
West Virginia
$3.25M -$182K -5,343 -5%
FCCM
963
First City Capital Management
Georgia
$3.22M -$68.4K -2,005 -2%
SHCM
964
Stokes & Hubbell Capital Management
Louisiana
$3.22M -$7.23K -212 -0.2%
CAMG
965
CWA Asset Management Group
Florida
$3.22M +$303K +8,877 +10%
JWBC
966
J.W. Burns & Co
New York
$3.21M -$4.88K -143 -0.2%
CG
967
Caprock Group
Idaho
$3.21M -$447K -13,105 -12%
BAM
968
Belpointe Asset Management
Nevada
$3.21M +$119K +3,492 +4%
PIM
969
Penobscot Investment Management
Massachusetts
$3.21M -$7.77K -228 -0.2%
AIM
970
Anchor Investment Management
South Carolina
$3.19M +$54.6K +1,601 +2%
APA
971
American Portfolios Advisors
New York
$3.19M +$3.16M +92,806 New
GAM
972
Griffin Asset Management
New York
$3.17M +$1.12M +32,895 +55%
AC
973
AFAM Capital
Texas
$3.17M +$105K +3,086 +3%
NPA
974
Nichols & Pratt Advisers
Massachusetts
$3.17M +$9.72K +285 +0.3%
PCA
975
Providence Capital Advisors
North Carolina
$3.16M +$3.13M +91,878 New

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.