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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
NC
1276
NewSquare Capital
Pennsylvania
$1.45M +$2.66M +82,734 +198%
Arrowstreet Capital
1277
Arrowstreet Capital
Massachusetts
$1.45M +$291K +9,064 +27%
GC
1278
Grace Capital
Massachusetts
$1.44M +$860K +26,761 +169%
FBC
1279
Fairfield, Bush & Co
Connecticut
$1.44M
PAM
1280
Peak Asset Management
Colorado
$1.44M -$102K -3,162 -7%
BEAM
1281
Baker Ellis Asset Management
Washington
$1.43M +$52.5K +1,634 +4%
CNAM
1282
Campbell Newman Asset Management
Wisconsin
$1.43M
KSCM
1283
Kamunting Street Capital Management
Florida
$1.43M
UFG
1284
United Fire Group
Iowa
$1.43M
BTNA
1285
Bremer Trust National Association
Minnesota
$1.43M -$689K -21,431 -34%
DAC
1286
Dividend Assets Capital
South Carolina
$1.43M -$91.1K -2,834 -6%
BDF
1287
Balasa Dinverno & Foltz
$1.42M +$116K +3,607 +9%
BDWM
1288
Brewin Dolphin Wealth Management
Ireland
$1.42M +$1.35M +41,931 New
TPWA
1289
TRUE Private Wealth Advisors
Oregon
$1.42M -$45.5K -1,417 -3%
IP
1290
Intellectus Partners
California
$1.42M +$18.8K +584 +1%
WAS
1291
Winch Advisory Services
Wisconsin
$1.42M +$49.7K +1,545 +4%
CBT
1292
Central Bank & Trust
Kentucky
$1.42M -$29.3K -911 -2%
BIM
1293
Bridgecreek Investment Management
Oklahoma
$1.42M -$100K -3,126 -7%
CC
1294
Cadinha & Co
Hawaii
$1.42M -$13.3K -415 -1%
KC
1295
Kingfisher Capital
North Carolina
$1.41M +$12.3K +384 +0.9%
EWA
1296
Exencial Wealth Advisors
Oklahoma
$1.41M -$6.46K -201 -0.5%
PRHC
1297
P.R. Herzig & Co
New York
$1.41M
PA
1298
Probity Advisors
Texas
$1.41M +$18.7K +583 +1%
QI
1299
Quotient Investors
New York
$1.4M -$281K -8,748 -17%
FM
1300
Forward Management
California
$1.4M -$60.7K -1,888 -4%

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.