Pfizer
PFE
1,781 hedge funds and large institutions have $145B invested in Pfizer in 2014 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 733 increasing their positions, 747 reducing their positions, and 55 closing their positions.
113% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 55
110% more call options, than puts
Call options by funds: $1.89B | Put options by funds: $900M
10% more funds holding in top 10
Funds holding in top 10: 250 → 274 (+24)
3% more funds holding
Funds holding: 1,737 → 1,781 (+44)
5% more capital invested
Capital invested by funds: $138B → $145B (+$6.46B)
0.72% more ownership
Funds ownership: 73.18% → 73.9% (+0.72%)
2% less repeat investments, than reductions
Existing positions increased: 733 | Existing positions reduced: 747
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$301M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$201M |
| 3 |
YCMGA
York Capital Management Global Advisors
New York
|
+$175M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$163M |
| 5 |
O
OppenheimerFunds
New York
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$630M |
| 2 |
State Street
Boston,
Massachusetts
|
-$596M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$508M |
| 4 |
Renaissance Technologies
New York
|
-$221M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$162M |
PFE Hedge Fund Activity: Q1 2014 in Review
1,781 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2014, worth a combined $145B — up 4.7% from $138B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new PFE positions and 55 closed out — a net gain of 62 holders — while 733 added to existing stakes and 747 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $301M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $630M.
- 1,781 institutional investors held Pfizer (PFE) as of Q1 2014, up from 1,737 in Q4 2013.
- Funds reported $145B of Pfizer stock for Q1 2014, up 4.7% quarter-over-quarter.
- 117 funds opened new Pfizer positions in Q1 2014 and 55 closed out, a net change of +62 holders.
- The largest Pfizer buyer in Q1 2014 was BlackRock Fund Advisors, an estimated $301M added.
- The largest Pfizer seller in Q1 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $630M sold.
Based on aggregated 13F filings for Q1 2014.