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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
LCS
76
Levin Capital Strategies
New York
$368M +$22.3M +693,867 +7%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$352M +$231M +7,176,330 +222%
Asset Management One
78
Asset Management One
Japan
$348M +$2.41M +74,971 +0.7%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$339M -$5.36M -166,718 -2%
Barclays
80
Barclays
United Kingdom
$331M +$36.9M +1,149,383 +13%
PP
81
Prudential plc
United Kingdom
$327M -$8.25M -256,556 -3%
DZ Bank
82
DZ Bank
Germany
$322M +$5.86M +182,482 +2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$317M +$27.5M +854,289 +10%
RJA
84
Raymond James & Associates
Florida
$316M +$11.2M +349,920 +4%
US Bancorp
85
US Bancorp
Minnesota
$315M +$1.47M +45,750 +0.5%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$311M -$19.1M -592,893 -6%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$306M -$195K -6,081 -0.1%
EVM
88
Eaton Vance Management
Massachusetts
$302M -$12.3M -383,206 -4%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$280M -$31.4M -978,453 -10%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$271M +$85.7M +2,666,151 +50%
Canada Life
91
Canada Life
Manitoba, Canada
$263M +$9.19M +285,945 +4%
Stifel Financial
92
Stifel Financial
Missouri
$263M -$3.26M -101,494 -1%
T
93
Thomaspartners
Massachusetts
$262M +$7.76M +241,556 +3%
MC
94
Maverick Capital
Texas
$261M -$92.6M -2,881,806 -27%
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$249M -$38.4M -1,195,794 -14%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$248M -$38.3M -1,192,459 -14%
Citadel Advisors
97
Citadel Advisors
Florida
$247M +$193M +6,007,603 +465%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$246M +$20.1M +626,907 +9%
WRF
99
Waddell & Reed Financial
Kansas
$245M +$9.48M +295,095 +4%
LCOV
100
London Company of Virginia
Virginia
$244M -$5.47M -170,201 -2%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.