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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1076
First Eagle Investment Management
New York
$2.36M
LCP
1077
Legacy Capital Partners
Wisconsin
$2.34M -$1.23M -38,281 -36%
IB
1078
Intrust Bank
Kansas
$2.34M +$12.5K +390 +0.6%
CCA
1079
Checchi Capital Advisers
California
$2.34M -$28.3K -879 -1%
RIM
1080
Regent Investment Management
Kentucky
$2.32M -$29.7K -923 -1%
WTB
1081
Washington Trust Bank
Washington
$2.31M +$466K +14,488 +27%
LIM
1082
Loudon Investment Management
New Hampshire
$2.31M +$494K +15,382 +29%
BHBT
1083
Burke & Herbert Bank & Trust
Virginia
$2.31M
CHJWM
1084
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.3M -$71.9K -2,238 -3%
WF
1085
WealthTrust Fairport
Ohio
$2.3M +$108K +3,360 +5%
ZIC
1086
ZWJ Investment Counsel
Georgia
$2.29M -$48K -1,493 -2%
HH
1087
Hilltop Holdings
Texas
$2.29M -$159K -4,954 -7%
HI
1088
Horizon Investments
North Carolina
$2.29M +$1.77M +55,016 +303%
PGIM
1089
Pacific Global Investment Management
California
$2.29M +$13.1K +409 +0.6%
AC
1090
Ascend Capital
California
$2.29M -$32.3M -1,006,132 -94%
HWA
1091
Heritage Wealth Advisors
Virginia
$2.28M +$158K +4,901 +8%
ACM
1092
Ativo Capital Management
Illinois
$2.27M +$74.1K +2,307 +4%
BWM
1093
BerganKDV Wealth Management
Minnesota
$2.27M +$1.67M +52,004 +348%
WIS
1094
Wright Investors Service
Connecticut
$2.26M +$30.2K +940 +1%
FIM
1095
Freedom Investment Management
Connecticut
$2.26M +$883K +27,472 +70%
MCM
1096
Murphy Capital Management
New Jersey
$2.26M +$41.7K +1,297 +2%
UBG
1097
United Bank (Georgia)
Georgia
$2.22M -$60K -1,867 -3%
BL
1098
BFSG LLC
California
$2.22M -$38.6K -1,202 -2%
MIC
1099
Meridian Investment Counsel
California
$2.21M -$12.9K -401 -0.6%
MGIA
1100
Moneta Group Investment Advisors
Missouri
$2.21M -$340K -10,592 -14%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.