Pfizer
PFE
1,963 hedge funds and large institutions have $144B invested in Pfizer in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 887 increasing their positions, 763 reducing their positions, and 81 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 887 | Existing positions reduced: 763
0.51% less ownership
Funds ownership: 75.22% → 74.71% (-0.51%)
4% less call options, than puts
Call options by funds: $2.25B | Put options by funds: $2.33B
7% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 81
1% less funds holding
Funds holding: 1,992 → 1,963 (-29)
5% less capital invested
Capital invested by funds: $152B → $144B (-$8.2B)
18% less funds holding in top 10
Funds holding in top 10: 286 → 234 (-52)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351M |
| 2 |
State Street
Boston,
Massachusetts
|
+$340M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$281M |
| 4 |
Renaissance Technologies
New York
|
+$240M |
| 5 |
JP Morgan Chase
New York
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$777M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$570M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$283M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$274M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$259M |
PFE Hedge Fund Activity: Q3 2016 in Review
1,963 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2016, worth a combined $144B — down 5.4% from $152B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of PFE and 75 opened new positions — a net loss of 6 holders — while 763 trimmed existing stakes and 887 added.
The largest buyer was Vanguard Group, adding an estimated $351M. The largest seller was Macquarie Group, cutting an estimated $777M.
- 1,963 institutional investors held Pfizer (PFE) as of Q3 2016, down from 1,992 in Q2 2016.
- Funds reported $144B of Pfizer stock for Q3 2016, down 5.4% quarter-over-quarter.
- 75 funds opened new Pfizer positions in Q3 2016 and 81 closed out, a net change of -6 holders.
- The largest Pfizer buyer in Q3 2016 was Vanguard Group, an estimated $351M added.
- The largest Pfizer seller in Q3 2016 was Macquarie Group, an estimated $777M sold.
Based on aggregated 13F filings for Q3 2016.