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Pfizer
PFE

2,244 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,040 → 2,244 (+204)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05% → 75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177 → 163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,244
Holders Change
+204
Holders Change %
+10%
% of All Funds
50.88%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
283
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$438M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$411M
3
AAMU
Amundi Asset Management US
Massachusetts
+$308M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$271M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$590M
2
Credit Agricole
Credit Agricole
France
-$434M
3
MC
Maverick Capital
Texas
-$261M
4
Citadel Advisors
Citadel Advisors
Florida
-$242M
5
Renaissance Technologies
Renaissance Technologies
New York
-$166M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1176
Monument Capital Management
Virginia
$2.09M +$2.07M +60,843 New
VST
1177
Van Strum & Towne
California
$2.08M -$42.2K -1,238 -2%
NL
1178
NWAM LLC
Washington
$2.08M +$106K +3,109 +5%
CYG
1179
Clean Yield Group
Vermont
$2.07M -$24.3K -712 -1%
FRA
1180
Front Row Advisors
California
$2.07M +$2.05M +60,173 New
AAIM
1181
American Assets Investment Management
California
$2.06M – – –
AWM
1182
Arbor Wealth Management
Florida
$2.06M +$128K +3,746 +7%
KCM
1183
Kempner Capital Management
Texas
$2.06M -$19.4K -568 -0.9%
CB
1184
CNB Bank
Pennsylvania
$2.06M +$2.04M +59,846 New
CCM
1185
Chilton Capital Management
Texas
$2.06M -$476K -13,966 -19%
CCM
1186
Compton Capital Management
Rhode Island
$2.06M +$89.7K +2,630 +5%
MC
1187
Middleton & Co
Massachusetts
$2.05M -$31.2K -916 -2%
BCP
1188
Blue Chip Partners
Michigan
$2.04M -$30.3K -888 -1%
SC
1189
Schulhoff & Co
Ohio
$2.04M +$4.19K +123 +0.2%
Fuller & Thaler Asset Management
1190
Fuller & Thaler Asset Management
California
$2.04M – – –
IC
1191
Intersect Capital
California
$2.04M +$29.4K +861 +1%
KA
1192
Kovack Advisors
Florida
$2.03M +$1.03M +30,312 +105%
FB
1193
Fulton Bank
Pennsylvania
$2.03M +$24.8K +728 +1%
YMRC
1194
Yorktown Management & Research Company
Virginia
$2.02M +$701K +20,553 +54%
JWA
1195
JFS Wealth Advisors
Pennsylvania
$2.02M +$6.1K +179 +0.3%
CWA
1196
Cypress Wealth Advisors
California
$2.02M +$163K +4,778 +9%
NERM
1197
New England Research & Management
Illinois
$2.01M -$488K -14,300 -20%
LPIC
1198
LeJeune Puetz Investment Counsel
Michigan
$2.01M -$45.8K -1,344 -2%
FAIM
1199
Financial Advocates Investment Management
Washington
$2.01M +$1.99M +58,381 New
AFA
1200
Aurora Financial Advisors
Massachusetts
$2M +$1.98M +58,189 New
46 47
48
49 50

PFE Hedge Fund Activity: Q4 2017 in Review

2,244 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new PFE positions and 59 closed out — a net gain of 224 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,244 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 283 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +224 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.