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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
BE
1026
Bonness Enterprises
District of Columbia
$2.85M
CPA
1027
Court Place Advisors
Maryland
$2.84M -$31.9K -937 -1%
IMOV
1028
Investment Management of Virginia
Virginia
$2.84M -$2.73K -80 -0.1%
SC
1029
Searle & Co
Connecticut
$2.84M +$8.97K +263 +0.3%
YWP
1030
YorkBridge Wealth Partners
New York
$2.83M +$43.2K +1,266 +1%
1WA
1031
180 Wealth Advisors
Washington
$2.82M +$2.8M +82,092 New
BSW
1032
Buckingham Strategic Wealth
Missouri
$2.81M +$285K +8,364 +11%
ECM
1033
Evergreen Capital Management
Washington
$2.78M -$548K -16,076 -17%
LIC
1034
Lodestar Investment Counsel
Illinois
$2.77M +$2.69K +79 +0.1%
CAM
1035
Cypress Asset Management
Texas
$2.77M -$229K -6,714 -8%
AWM
1036
Altavista Wealth Management
North Carolina
$2.75M +$1.11M +32,431 +68%
FANJ
1037
Financial Architects (New Jersey)
New Jersey
$2.75M -$118K -3,460 -4%
RIA
1038
Regal Investment Advisors
Michigan
$2.74M +$611K +17,920 +29%
PCTC
1039
Perkins Coie Trust Company
Washington
$2.73M +$38.5K +1,128 +1%
HP
1040
HealthInvest Partners
Sweden
$2.72M -$3.82M -111,935 -59%
AAC
1041
Asset Advisors Corp
Georgia
$2.72M -$25.2K -738 -0.9%
SFM
1042
Signet Financial Management
New Jersey
$2.71M -$20.6K -604 -0.8%
HK
1043
Horizon Kinetics
New York
$2.71M
BWAM
1044
Boyd Watterson Asset Management
Ohio
$2.71M -$25.1K -737 -0.9%
POIA
1045
Pin Oak Investment Advisors
Texas
$2.7M +$2.68M +78,642 New
AssetMark Inc
1046
AssetMark Inc
California
$2.69M +$1.09M +31,937 +69%
FFWA
1047
FRG Family Wealth Advisors
Washington
$2.69M +$24.2K +711 +0.9%
PWW
1048
Pettyjohn Wood & White
Virginia
$2.69M -$40.9K -1,200 -2%
RWM
1049
Rench Wealth Management
Texas
$2.69M -$57.9K -1,699 -2%
NA
1050
NewEdge Advisors
Louisiana
$2.69M +$25.6K +751 +1%

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.