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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
BHC
1051
Bowen Hanes & Co
Florida
$2.69M
HFA
1052
HC Financial Advisors
California
$2.69M +$2.66M +78,134 New
MCM
1053
McRae Capital Management
New Jersey
$2.67M +$2.29M +67,144 +640%
RIM
1054
Rampart Investment Management
Connecticut
$2.65M -$306K -8,977 -10%
ZB
1055
Zions Bancorporation
Utah
$2.64M -$289K -8,467 -10%
HW
1056
Hedeker Wealth
Illinois
$2.64M +$161K +4,712 +7%
UAS
1057
United Asset Strategies
New York
$2.64M -$4.98K -146 -0.2%
HH
1058
Hilltop Holdings
Texas
$2.63M +$304K +8,920 +13%
CIA
1059
Covington Investment Advisors
Pennsylvania
$2.63M +$16.5K +485 +0.6%
SCA
1060
Sage Capital Advisors
South Dakota
$2.61M +$14.8K +433 +0.6%
BAS
1061
Brown Advisory Securities
Maryland
$2.6M +$55.9K +1,640 +2%
RMSCM
1062
R.M. Sincerbeaux Capital Management
New York
$2.6M
HCM
1063
Hengehold Capital Management
Ohio
$2.6M +$8.12K +238 +0.3%
APP
1064
Avantax Planning Partners
Iowa
$2.6M -$1.07M -31,412 -29%
GIA
1065
Gargoyle Investment Advisor
New Jersey
$2.59M
SIMM
1066
Stillwater Investment Management (Minnesota)
Minnesota
$2.59M +$36K +1,057 +1%
TWA
1067
TCI Wealth Advisors
Arizona
$2.58M +$49.4K +1,449 +2%
DLA
1068
Douglas Lane & Associates
New York
$2.58M -$141K -4,123 -5%
ST
1069
Spinnaker Trust
Maine
$2.57M +$61.5K +1,805 +2%
ST
1070
Somerset Trust
Pennsylvania
$2.56M -$113K -3,307 -4%
LWCFA
1071
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.56M +$15.9K +465 +0.6%
HIC
1072
Holderness Investments Company
North Carolina
$2.56M +$7.13K +209 +0.3%
SIA
1073
SeaBridge Investment Advisors
New Jersey
$2.55M -$10.3K -301 -0.4%
DI
1074
Diligent Investors
California
$2.55M -$12.5K -366 -0.5%
ACP
1075
Aviance Capital Partners
Florida
$2.55M -$10.4K -305 -0.4%

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.