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Pfizer
PFE

1,737 hedge funds and large institutions have $138B invested in Pfizer in 2013 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 590 increasing their positions, 754 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 62

8% more funds holding

Funds holding: 1,606 → 1,737 (+131)

4% more capital invested

Capital invested by funds: $133B → $138B (+$4.97B)

4% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $1.23B

0.48% less ownership

Funds ownership: 73.66% → 73.18% (-0.48%)

2% less funds holding in top 10

Funds holding in top 10: 254 → 250 (-4)

22% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 754

Holders
1,737
Holders Change
+131
Holders Change %
+8.16%
% of All Funds
50.39%
Holding in Top 10
250
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.57%
% of All Funds
7.25%
New
210
Increased
590
Reduced
754
Closed
62
Calls
$1.28B
Puts
$1.23B
Net Calls
+$44.3M
Net Calls Change
-$16M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$230M
2
Capital International Investors
Capital International Investors
California
+$224M
3
Citadel Advisors
Citadel Advisors
Florida
+$206M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$100M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$91.9M

Top Sellers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$642M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$463M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$417M
4
Franklin Resources
Franklin Resources
California
-$357M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$281M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
1001
First Financial Corp
Indiana
$2.14M +$462K +15,863 +27%
CCM
1002
Cohen Capital Management
California
$2.13M – – –
MCM
1003
MAI Capital Management
Ohio
$2.12M -$52.4K -1,800 -2%
OA
1004
Oxbow Advisors
Texas
$2.11M +$69.6K +2,393 +3%
Fuller & Thaler Asset Management
1005
Fuller & Thaler Asset Management
California
$2.11M – – –
PVWM
1006
Point View Wealth Management
New Jersey
$2.1M +$2.11M +72,440 New
DIA
1007
Dana Investment Advisors
Wisconsin
$2.1M +$2.11M +72,335 New
WI
1008
WHV Investments
California
$2.09M -$5M -171,916 -70%
MFW
1009
Meristem Family Wealth
Minnesota
$2.08M -$176K -6,052 -8%
LWCFA
1010
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08M +$303K +10,402 +17%
PCM
1011
Perkins Capital Management
Minnesota
$2.07M – – –
CAM
1012
Carret Asset Management
New York
$2.07M -$2.56K -88 -0.1%
EVC
1013
Eidelman Virant Capital
Missouri
$2.06M -$236K -8,116 -10%
TWA
1014
TCI Wealth Advisors
Arizona
$2.06M +$114K +3,904 +6%
TWA
1015
Tillar-Wenstrup Advisors
Ohio
$2.06M +$2.06M +70,760 New
NCM
1016
Noesis Capital Mangement
Florida
$2.05M -$32.3K -1,111 -2%
HA
1017
Havens Advisors
New York
$2.05M – – –
OPTFSNA
1018
Old Point Trust & Financial Services N A
Virginia
$2.05M -$101K -3,478 -5%
GA
1019
Geneva Advisors
Illinois
$2.04M -$81.2K -2,790 -4%
BHC
1020
Bowen Hanes & Co
Florida
$2.04M -$516K -17,724 -20%
CBN
1021
Cadence Bank NA
Texas
$2.03M +$10.3K +354 +0.5%
CPA
1022
Court Place Advisors
Maryland
$2.03M +$2.03M +69,712 New
FWIA
1023
Fort Washington Investment Advisors
Ohio
$2.02M -$121K -4,150 -6%
SFU
1024
Stonehage Fleming (UK)
United Kingdom
$2.02M +$2.02M +69,475 New
VCM
1025
Vigilant Capital Management
Maine
$2.02M -$50K -1,717 -2%
39 40
41
42 43

PFE Hedge Fund Activity: Q4 2013 in Review

1,737 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2013, worth a combined $138B — up 3.7% from $133B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new PFE positions and 62 closed out — a net gain of 148 holders — while 590 added to existing stakes and 754 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $230M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $642M.

  • 1,737 institutional investors held Pfizer (PFE) as of Q4 2013, up from 1,606 in Q3 2013.
  • Funds reported $138B of Pfizer stock for Q4 2013, up 3.7% quarter-over-quarter.
  • 210 funds opened new Pfizer positions in Q4 2013 and 62 closed out, a net change of +148 holders.
  • The largest Pfizer buyer in Q4 2013 was Renaissance Technologies, an estimated $230M added.
  • The largest Pfizer seller in Q4 2013 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $642M sold.

Based on aggregated 13F filings for Q4 2013.