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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
LA
1026
LVW Advisors
New York
$2.65M -$172K -5,459 -6%
CIS
1027
Capital International Sarl
California
$2.63M +$588K +18,656 +30%
SFG
1028
SevenBridge Financial Group
Pennsylvania
$2.63M -$213K -6,762 -8%
HI
1029
Hudock Inc
Pennsylvania
$2.61M +$306K +9,717 +14%
AssetMark Inc
1030
AssetMark Inc
California
$2.6M +$1.33M +42,058 +110%
PP
1031
Pegasus Partners
Wisconsin
$2.6M -$112K -3,559 -4%
SCA
1032
Salient Capital Advisors
Texas
$2.59M -$318K -10,086 -11%
CIC
1033
Cornercap Investment Counsel
Georgia
$2.59M +$681K +21,612 +37%
CAM
1034
Cacti Asset Management
Georgia
$2.58M
PWW
1035
Pettyjohn Wood & White
Virginia
$2.58M -$10.3K -327 -0.4%
CCM
1036
Coldstream Capital Management
Washington
$2.58M +$75.5K +2,396 +3%
PAM
1037
PVG Asset Management
Colorado
$2.57M +$695K +22,052 +39%
LWM
1038
Lyell Wealth Management
California
$2.56M -$74.4K -2,361 -3%
BHC
1039
Bowen Hanes & Co
Florida
$2.56M -$17.8K -564 -0.7%
DI
1040
Diligent Investors
California
$2.56M +$98.6K +3,127 +4%
MPAM
1041
Murphy Pohlad Asset Management
Minnesota
$2.56M -$65.8K -2,086 -3%
AC
1042
AFAM Capital
Texas
$2.55M +$14.8K +468 +0.6%
BG
1043
Bollard Group
Massachusetts
$2.54M +$132K +4,178 +6%
Fuller & Thaler Asset Management
1044
Fuller & Thaler Asset Management
California
$2.54M +$877K +27,826 +55%
TCM
1045
Teza Capital Management
Illinois
$2.54M +$2.46M +78,154 New
HCM
1046
Howland Capital Management
Massachusetts
$2.54M -$169K -5,354 -6%
GP
1047
Girard Partners
Pennsylvania
$2.53M +$768K +24,354 +45%
ZIC
1048
ZWJ Investment Counsel
Georgia
$2.53M +$1.35M +42,869 +123%
LIC
1049
Lodestar Investment Counsel
Illinois
$2.52M -$59.4K -1,884 -2%
FANJ
1050
Financial Architects (New Jersey)
New Jersey
$2.52M +$802K +25,429 +49%

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.