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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
SC
1176
Savant Capital
Illinois
$1.87M +$108K +3,416 +6%
SA
1177
Strategic Advisors
New York
$1.87M +$27.7K +877 +2%
SHCM
1178
Stokes & Hubbell Capital Management
Louisiana
$1.87M +$65.2K +2,068 +4%
SS
1179
Simplicity Solutions
Minnesota
$1.86M +$159K +5,043 +10%
PCM
1180
Perkins Capital Management
Minnesota
$1.85M -$6.65K -211 -0.4%
HCM
1181
Hutchinson Capital Management
California
$1.84M -$34.7K -1,102 -2%
IAMOG
1182
Investors Asset Management of Georgia
Georgia
$1.84M +$29.4K +933 +2%
GIM
1183
Greylin Investment Management
Virginia
$1.84M +$268K +8,485 +18%
HWA
1184
Heritage Way Advisors
Illinois
$1.84M +$59K +1,871 +3%
NL
1185
NWAM LLC
Washington
$1.84M +$89.7K +2,844 +5%
BIM
1186
Bridges Investment Management
Nebraska
$1.84M +$167K +5,298 +10%
HAG
1187
HighPoint Advisor Group
Illinois
$1.84M +$31.3K +992 +2%
AB
1188
AT Bancorp
Iowa
$1.83M +$257K +8,143 +17%
PAM
1189
Palisade Asset Management
Minnesota
$1.82M +$122K +3,857 +7%
AWM
1190
AE Wealth Management
Kansas
$1.82M +$526K +16,682 +42%
LCM
1191
Leisure Capital Management
California
$1.82M -$145K -4,610 -8%
FCMT
1192
Founders Capital Management (Texas)
Texas
$1.82M +$1.76M +55,953 New
PWS
1193
Peloton Wealth Strategists
Indiana
$1.81M +$136K +4,322 +8%
AWM
1194
Arbor Wealth Management
Florida
$1.79M +$249K +7,886 +16%
IWMPD
1195
Integrated Wealth Management (Palm Desert)
California
$1.77M -$3.94K -125 -0.2%
Marshall Wace
1196
Marshall Wace
United Kingdom
$1.77M -$65.7M -2,084,065 -97%
HWP
1197
Hefty Wealth Partners
Indiana
$1.76M +$1.71M +54,145 +27,209%
RCM
1198
Radnor Capital Management
Pennsylvania
$1.76M -$76.4K -2,424 -4%
SIC
1199
SFE Investment Counsel
California
$1.75M +$73.7K +2,339 +5%
MC
1200
Martin & Co
Tennessee
$1.74M -$2.18M -69,186 -56%

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.