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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
RC
1101
Roundview Capital
New Jersey
$2.19M -$143K -4,449 -6%
RBA
1102
Richard Bernstein Advisors
New York
$2.19M
OMC
1103
Overbrook Management Corp
New York
$2.18M -$16.3K -506 -0.8%
CL
1104
Choreo LLC
Illinois
$2.18M +$389K +12,110 +23%
BFIM
1105
Beese Fulmer Investment Management
Ohio
$2.17M -$12.7K -394 -0.6%
ANRIA
1106
American National Registered Investment Advisor
Texas
$2.17M -$575K -17,889 -22%
BP
1107
Ballentine Partners
Massachusetts
$2.16M -$105K -3,277 -5%
MBA
1108
McQueen Ball & Associates
Pennsylvania
$2.16M +$92.3K +2,872 +5%
RP
1109
Rowlandmiller & Partners
Georgia
$2.16M -$59.8K -1,862 -3%
SCM
1110
Schnieders Capital Management
California
$2.16M +$305K +9,486 +17%
LNC
1111
Lincoln National Corp
Pennsylvania
$2.16M +$38.9K +1,209 +2%
DDC
1112
Daniel Devine & Co
Florida
$2.15M
HAG
1113
HighPoint Advisor Group
Illinois
$2.15M +$203K +6,318 +11%
TCMG
1114
TSP Capital Management Group
New Jersey
$2.15M +$2.04M +63,479 New
LPT
1115
Legacy Private Trust
Wisconsin
$2.15M +$37.6K +1,170 +2%
BAM
1116
Brave Asset Management
New Jersey
$2.14M -$401K -12,478 -16%
BGDI
1117
BW Gestao de Investimentos
Brazil
$2.14M
SCM
1118
Segantii Capital Management
Hong Kong
$2.14M
IHM
1119
Iguana Healthcare Management
New York
$2.14M +$2.03M +63,240 New
DAM
1120
Doheny Asset Management
California
$2.13M
HCM
1121
Hall Capital Management
Rhode Island
$2.12M -$33K -1,028 -2%
WP
1122
WMS Partners
Maryland
$2.12M +$14.6K +454 +0.7%
NFG
1123
Next Financial Group
Texas
$2.12M -$479K -14,916 -20%
WDA
1124
Wendell David Associates
New Hampshire
$2.11M +$417K +12,988 +26%
GVT
1125
Genesee Valley Trust
New York
$2.1M +$249K +7,732 +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.