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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
TIM
1201
Thompson Investment Management
Wisconsin
$1.75M
CPO
1202
Cerity Partners OCIO
New York
$1.74M -$136K -4,245 -8%
AB
1203
Atlas Brown
Kentucky
$1.74M +$467K +14,517 +40%
Marshall Wace
1204
Marshall Wace
United Kingdom
$1.73M -$4.77M -148,292 -75%
EWM
1205
Evermay Wealth Management
Virginia
$1.73M -$159K -4,954 -9%
Cetera Investment Advisers
1206
Cetera Investment Advisers
Illinois
$1.73M -$69.3K -2,156 -4%
RCM
1207
Radnor Capital Management
Pennsylvania
$1.73M
RMCM
1208
Reynders McVeigh Capital Management
Massachusetts
$1.72M -$63K -1,960 -4%
MC
1209
Martin & Co
Tennessee
$1.72M -$123K -3,821 -7%
BO
1210
BRR OpCo
Ohio
$1.72M +$46.9K +1,458 +3%
PAM
1211
PVG Asset Management
Colorado
$1.72M -$287K -8,937 -15%
BPM
1212
Bowling Portfolio Management
Ohio
$1.71M -$14.9K -465 -0.9%
SCA
1213
Sippican Capital Advisors
Massachusetts
$1.71M +$286K +8,890 +21%
SMC
1214
Smith, Moore & Co
Missouri
$1.7M +$181K +5,634 +13%
PIM
1215
Platinum Investment Management
Australia
$1.7M
FFA
1216
Fragasso Financial Advisors
Pennsylvania
$1.7M -$92.3K -2,871 -5%
SSWM
1217
Sheets Smith Wealth Management
North Carolina
$1.69M -$23.6K -735 -1%
IIC
1218
Integrated Investment Consultants
Michigan
$1.68M +$23.9K +745 +2%
SPC
1219
Stewart & Patten Company
California
$1.67M -$50.8K -1,581 -3%
WIC
1220
Whitegate Investment Counselors
New Hampshire
$1.67M
FAM
1221
Formidable Asset Management
Ohio
$1.67M +$15.5K +482 +1%
QCG
1222
Quadrant Capital Group
Ohio
$1.66M +$19.9K +618 +1%
MCP
1223
Mirador Capital Partners
California
$1.66M +$19.2K +598 +1%
MBT
1224
Montecito Bank & Trust
California
$1.65M -$110K -3,425 -7%
SCI
1225
Stableford Capital II
Arizona
$1.65M +$92.7K +2,885 +6%

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.