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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
EI
1351
Elkhorn Investments
Illinois
$1.28M +$31.9K +992 +3%
RIG
1352
Renaissance Investment Group
Massachusetts
$1.28M -$675 -21 -0.1%
GS
1353
GAM Systematic
United Kingdom
$1.28M +$599K +18,637 +97%
CCP
1354
Corient Capital Partners
California
$1.28M -$208K -6,476 -15%
PFS
1355
Prospera Financial Services
Texas
$1.27M -$43.4K -1,351 -3%
CPIG
1356
Chicago Partners Investment Group
Illinois
$1.27M +$145K +4,519 +14%
JIC
1357
Joel Isaacson & Co
New York
$1.26M +$28.7K +892 +2%
CIM
1358
CIM Investment Management
Pennsylvania
$1.26M -$683K -21,245 -36%
AJ
1359
Ashburton (Jersey)
Jersey
$1.26M +$122K +3,794 +11%
CSM
1360
CAMG Solamere Management
North Carolina
$1.26M +$57.9K +1,803 +5%
CIAS
1361
Capital Investment Advisory Services
North Carolina
$1.26M -$15.1K -470 -1%
BLAM
1362
Bourne Lent Asset Management
New York
$1.26M
FMT
1363
First Mercantile Trust
Tennessee
$1.25M +$409K +12,727 +52%
ARMC
1364
American Research & Management Company
Massachusetts
$1.25M -$3.92K -122 -0.3%
FIM
1365
Frontier Investment Management
Texas
$1.25M +$63.3K +1,970 +6%
MWM
1366
Mission Wealth Management
California
$1.24M +$49.5K +1,541 +4%
AL
1367
Aspiriant LLC
California
$1.23M -$136K -4,231 -10%
KCPG
1368
Kavar Capital Partners Group
Kansas
$1.23M +$152K +4,743 +15%
FC
1369
Ferris Capital
Massachusetts
$1.22M -$1.03K -32 -0.1%
HIC
1370
Harvey Investment Company
Kentucky
$1.22M -$218K -6,789 -16%
HRC
1371
Hoertkorn Richard Charles
$1.21M -$12.7K -395 -1%
SFA
1372
Sequoia Financial Advisors
Ohio
$1.21M +$42.8K +1,331 +4%
GAM
1373
Gemmer Asset Management
California
$1.21M +$273K +8,489 +31%
IIM
1374
Ipswich Investment Management
Massachusetts
$1.21M -$30K -933 -3%
IWA
1375
IBEX Wealth Advisors
New Jersey
$1.2M -$427K -13,300 -28%

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.