We are live on ! Find out more

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
PP
76
Prudential plc
United Kingdom
$328M -$16.3K -516 -0%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$312M -$331M -10,511,950 -52%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$309M +$25.8M +819,349 +9%
DZ Bank
79
DZ Bank
Germany
$305M +$203K +6,447 +0.1%
US Bancorp
80
US Bancorp
Minnesota
$304M -$1.69M -53,668 -0.6%
AAMU
81
Amundi Asset Management US
Massachusetts
$303M -$21M -666,681 -7%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$298M -$452K -14,335 -0.2%
LCS
83
Levin Capital Strategies
New York
$290M +$5.43M +172,304 +2%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$286M +$21.9M +693,954 +9%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$277M -$8.24M -261,271 -3%
RJA
86
Raymond James & Associates
Florida
$274M +$20.7M +655,119 +8%
PI
87
Putnam Investments
Massachusetts
$272M -$51.9M -1,644,858 -16%
AIM
88
abrdn Investment Management
United Kingdom
$265M -$17.4M -552,434 -6%
Barclays
89
Barclays
United Kingdom
$259M +$13.9M +439,498 +6%
Ninety One (UK)
90
Ninety One (UK)
United Kingdom
$253M -$5.02M -159,185 -2%
O
91
OppenheimerFunds
New York
$251M -$15M -474,640 -6%
Stifel Financial
92
Stifel Financial
Missouri
$251M +$25.2M +798,830 +12%
Canada Life
93
Canada Life
Manitoba, Canada
$251M -$1.07M -33,934 -0.4%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$242M +$11.7M +370,081 +5%
LCOV
95
London Company of Virginia
Virginia
$238M +$10.7M +338,536 +5%
H
96
Hexavest
Quebec, Canada
$235M +$11.2M +356,238 +5%
EIP
97
Epoch Investment Partners
New York
$232M +$104M +3,307,416 +86%
T
98
Thomaspartners
Massachusetts
$227M +$22.1M +701,293 +11%
USAA
99
United Services Automobile Association
Texas
$218M -$11M -347,706 -5%
PAM
100
Panagora Asset Management
Massachusetts
$216M +$17.2M +546,323 +9%

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.