Pfizer
PFE
1,992 hedge funds and large institutions have $152B invested in Pfizer in 2016 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 820 increasing their positions, 837 reducing their positions, and 83 closing their positions.
51% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 83
42% more funds holding in top 10
Funds holding in top 10: 201 → 286 (+85)
13% more capital invested
Capital invested by funds: $134B → $152B (+$17.9B)
1% more funds holding
Funds holding: 1,968 → 1,992 (+24)
0% less call options, than puts
Call options by funds: $2.54B | Put options by funds: $2.54B
2% less repeat investments, than reductions
Existing positions increased: 820 | Existing positions reduced: 837
3.51% less ownership
Funds ownership: 78.73% → 75.22% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$753M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$343M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$218M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$208M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.27B |
| 2 |
Royal London Asset Management
United Kingdom
|
-$1.39B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$901M |
| 4 |
CM
Corvex Management
New York
|
-$520M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$458M |
PFE Hedge Fund Activity: Q2 2016 in Review
1,992 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2016, worth a combined $152B — up 13% from $134B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new PFE positions and 83 closed out — a net gain of 42 holders — while 820 added to existing stakes and 837 trimmed.
The largest buyer was Macquarie Group, adding an estimated $753M. The largest seller was Goldman Sachs, cutting an estimated $2.27B.
- 1,992 institutional investors held Pfizer (PFE) as of Q2 2016, up from 1,968 in Q1 2016.
- Funds reported $152B of Pfizer stock for Q2 2016, up 13% quarter-over-quarter.
- 125 funds opened new Pfizer positions in Q2 2016 and 83 closed out, a net change of +42 holders.
- The largest Pfizer buyer in Q2 2016 was Macquarie Group, an estimated $753M added.
- The largest Pfizer seller in Q2 2016 was Goldman Sachs, an estimated $2.27B sold.
Based on aggregated 13F filings for Q2 2016.