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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
PGIM
1101
Pacific Global Investment Management
California
$2.2M -$90.1K -2,859 -4%
LJAC
1102
L.J. Altfest & Co
New York
$2.2M -$160K -5,074 -7%
BHBT
1103
Burke & Herbert Bank & Trust
Virginia
$2.19M -$183K -5,819 -8%
BTNA
1104
Bremer Trust National Association
Minnesota
$2.19M +$126K +3,989 +6%
BL
1105
BFSG LLC
California
$2.18M +$2.12M +67,132 New
IB
1106
Intrust Bank
Kansas
$2.18M +$67K +2,124 +3%
CBU
1107
CIBC Bank USA
Illinois
$2.18M -$21.9K -696 -1%
AIA
1108
Allegis Investment Advisors
Idaho
$2.17M +$390K +12,373 +23%
CC
1109
Courier Capital
New York
$2.16M -$441 -14 -0%
AWA
1110
ARS Wealth Advisors
Florida
$2.16M +$68.9K +2,185 +3%
RP
1111
Rowlandmiller & Partners
Georgia
$2.15M +$47.9K +1,518 +2%
EWM
1112
Evermay Wealth Management
Virginia
$2.15M +$56.6K +1,796 +3%
BFIM
1113
Beese Fulmer Investment Management
Ohio
$2.15M +$4.48K +142 +0.2%
GIM
1114
Guardian Investment Management
California
$2.13M -$66.1K -2,098 -3%
MIC
1115
Meridian Investment Counsel
California
$2.13M +$7.06K +224 +0.3%
Parallax Volatility Advisers
1116
Parallax Volatility Advisers
California
$2.13M +$1.09M +34,426 +110%
EGA
1117
E&G Advisors
Texas
$2.13M +$131K +4,153 +7%
BA
1118
Bridgewater Associates
Connecticut
$2.12M -$7.31M -231,991 -78%
ST
1119
Spinnaker Trust
Maine
$2.12M -$559K -17,718 -21%
MCM
1120
Murphy Capital Management
New Jersey
$2.11M -$68.6K -2,177 -3%
CCM
1121
CrestPoint Capital Management
Missouri
$2.11M -$921K -29,196 -31%
RMDI
1122
R.M. Davis Inc
Maine
$2.1M -$604K -19,159 -23%
Simplex Trading
1123
Simplex Trading
Illinois
$2.1M +$2.04M +64,795 New
RBA
1124
Richard Bernstein Advisors
New York
$2.09M
WF
1125
WealthTrust Fairport
Ohio
$2.09M +$13K +411 +0.6%

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.