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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
TYCC
1001
Texas Yale Capital Corp
Florida
$3.01M -$3.51K -103 -0.1%
CHC
1002
City Holding Co
West Virginia
$3M +$81.8K +2,398 +3%
SFG
1003
SevenBridge Financial Group
Pennsylvania
$2.99M +$6.55K +192 +0.2%
IHL
1004
Investment House LLC
California
$2.98M -$160K -4,706 -5%
HI
1005
Hudock Inc
Pennsylvania
$2.97M -$8.39K -246 -0.3%
DG
1006
Delek Group
Israel
$2.96M +$2.95M +86,413 New
WAM
1007
Wolverine Asset Management
Illinois
$2.96M -$482K -14,135 -14%
PAI
1008
Pittenger & Anderson Inc
Nebraska
$2.95M +$214K +6,281 +8%
FPB
1009
First PREMIER Bank
South Dakota
$2.95M -$108K -3,162 -4%
GD
1010
Grandfield & Dodd
New York
$2.95M -$18K -527 -0.6%
HW
1011
Hancock Whitney
Mississippi
$2.94M +$138K +4,047 +5%
SWMG
1012
Signature Wealth Management Group
Georgia
$2.94M +$2.92M +85,560 New
Aristotle Capital Management
1013
Aristotle Capital Management
California
$2.93M
VAM
1014
Visionary Asset Management
Texas
$2.93M +$1.3K +38 +0%
WF
1015
WoodTrust Financial
Wisconsin
$2.91M +$2.89M +84,705 New
HCM
1016
Howland Capital Management
Massachusetts
$2.9M -$3.61K -106 -0.1%
SA
1017
Strategic Advisors
New York
$2.88M -$43.7K -1,283 -2%
PCAP
1018
Pratt Collard Advisory Partners
New York
$2.88M +$2.86M +83,753 New
TCOT
1019
Trust Company of Toledo
Ohio
$2.87M -$3.1K -91 -0.1%
BG
1020
Bollard Group
Massachusetts
$2.87M +$20.4K +597 +0.7%
PPSG
1021
Princeton Portfolio Strategies Group
New Jersey
$2.87M +$275K +8,071 +11%
First Eagle Investment Management
1022
First Eagle Investment Management
New York
$2.86M +$467K +13,702 +20%
MF
1023
MHI Funds
New York
$2.85M +$2.83M +83,038 New
MIM
1024
MPI Investment Management
Illinois
$2.85M +$2.83M +82,946 New
AAM
1025
Auxier Asset Management
Oregon
$2.85M -$88.1K -2,583 -3%

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.