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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
BCP
1126
Blue Chip Partners
Michigan
$2.09M -$159K -5,039 -7%
TCMG
1127
TSP Capital Management Group
New Jersey
$2.08M
HCM
1128
Hall Capital Management
Rhode Island
$2.08M +$42.4K +1,344 +2%
FFC
1129
First Financial Corp
Indiana
$2.06M +$665K +21,090 +50%
CWM
1130
Concert Wealth Management
California
$2.06M -$211K -6,690 -9%
PL
1131
Plancorp LLC
Missouri
$2.05M -$2.08K -66 -0.1%
BAS
1132
Brown Advisory Securities
Maryland
$2.05M +$127K +4,032 +7%
GLA
1133
Great Lakes Advisors
Illinois
$2.05M -$10.2M -322,276 -84%
SCM
1134
Segantii Capital Management
Hong Kong
$2.05M
DAM
1135
Doheny Asset Management
California
$2.05M -$33.2K -1,054 -2%
WA
1136
WBH Advisory
Maryland
$2.05M -$118K -3,756 -6%
ECAM
1137
East Coast Asset Management
Massachusetts
$2.05M +$34.2K +1,085 +2%
NERM
1138
New England Research & Management
Illinois
$2.04M +$10.3K +326 +0.5%
LPIC
1139
LeJeune Puetz Investment Counsel
Michigan
$2.03M -$4.98K -158 -0.3%
FFEC
1140
First Financial Equity Corporation
Arizona
$2.02M +$1.96M +62,223 New
Mackenzie Financial
1141
Mackenzie Financial
Ontario, Canada
$2.02M -$28.4M -901,123 -94%
GP
1142
GLG Partners
United Kingdom
$2.02M
VWM
1143
Valley Wealth Managers
New Jersey
$2.01M +$78.2K +2,481 +4%
CCB
1144
Cutter & Co Brokerage
Missouri
$2.01M +$20.3K +644 +1%
MFW
1145
Meristem Family Wealth
Minnesota
$2M
GC
1146
Grimes & Company
Massachusetts
$1.99M -$7.32K -232 -0.4%
CYG
1147
Clean Yield Group
Vermont
$1.99M +$199K +6,300 +11%
BO
1148
Bank OZK
Arkansas
$1.99M -$39.7K -1,259 -2%
HWA
1149
Heritage Wealth Advisors
Virginia
$1.99M +$1.71M +54,151 +766%
GAMA
1150
Graticule Asia Macro Advisors
New York
$1.98M +$1.93M +61,132 New

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.