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
NPA
976
Nichols & Pratt Advisers
Massachusetts
$3.02M -$53.2K -1,686 -2%
CBTWT
977
Community Bank & Trust (Waco, Texas)
Texas
$3.02M +$80.1K +2,540 +3%
AAC
978
Asset Advisors Corp
Georgia
$3M +$20K +635 +0.7%
CCFCSB
979
Cape Cod Five Cents Savings Bank
Massachusetts
$2.99M -$23.9K -758 -0.8%
ST
980
Smithfield Trust
Pennsylvania
$2.99M -$43.5K -1,381 -1%
OPTFSNA
981
Old Point Trust & Financial Services N A
Virginia
$2.97M -$113K -3,579 -4%
HCMNY
982
Howard Capital Management (New York)
New York
$2.96M +$44.5K +1,412 +2%
HIC
983
Holderness Investments Company
North Carolina
$2.96M +$659K +20,895 +30%
FWM
984
Frontier Wealth Management
Missouri
$2.96M +$126 +4 +0%
PVWM
985
Point View Wealth Management
New Jersey
$2.95M +$292K +9,277 +11%
CK
986
Cohen Klingenstein
New York
$2.94M -$40.9K -1,298 -1%
ECML
987
Eagle Capital Management (Louisiana)
Louisiana
$2.92M +$2.84M +89,938 New
DCM
988
Dynamic Capital Management
Jersey
$2.92M -$4.52M -143,349 -61%
FMW
989
Farr Miller & Washington
District of Columbia
$2.91M -$34.6K -1,096 -1%
MC
990
MRJ Capital
New York
$2.9M
AAM
991
Auxier Asset Management
Oregon
$2.9M -$20.8K -659 -0.7%
HWM
992
Holloway Wealth Management
Florida
$2.9M
GA
993
GFS Advisors
Texas
$2.89M +$15K +475 +0.5%
WFI
994
West Family Investments
California
$2.88M
PHS
995
Pekin Hardy Strauss
Illinois
$2.88M -$53.7K -1,702 -2%
GD
996
Grandfield & Dodd
New York
$2.85M +$8.29K +263 +0.3%
TYCC
997
Texas Yale Capital Corp
Florida
$2.84M -$32.4K -1,028 -1%
OCM
998
One Capital Management
California
$2.84M -$54.1K -1,717 -2%
VHAM
999
Van Hulzen Asset Management
California
$2.82M -$198K -6,276 -7%
LWCFA
1000
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.82M -$2.65K -84 -0.1%

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.