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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1401
Crossvault Capital Management
Texas
$1.12M -$3.38M -107,237 -76%
KWILP
1402
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.12M -$14.6M -461,966 -93%
BWM
1403
Baystate Wealth Management
Massachusetts
$1.12M +$94.8K +3,008 +9%
PB
1404
Pinnacle Bancorp
Nebraska
$1.12M +$1.09M +34,439 New
LF
1405
Lee Financial
Texas
$1.11M -$2.02K -64 -0.2%
NAMP
1406
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.11M
CASB
1407
Cape Ann Savings Bank
Massachusetts
$1.1M +$9.96K +316 +0.9%
FSA
1408
Franklin Street Advisors
North Carolina
$1.1M -$62K -1,965 -5%
CRC
1409
Curi RMB Capital
Illinois
$1.1M +$215K +6,834 +25%
NJBEST
1410
New Jersey Better Educational Savings Trust
New Jersey
$1.09M -$598K -18,972 -36%
BSB
1411
Bangor Savings Bank
Maine
$1.09M -$13.1K -415 -1%
BVDMP
1412
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.09M
NB
1413
Nicolet Bankshares
Wisconsin
$1.09M -$111K -3,526 -10%
OCG
1414
Opus Capital Group
Ohio
$1.09M -$58.1K -1,844 -5%
NFG
1415
Nadler Financial Group
Illinois
$1.09M -$58.7K -1,863 -5%
AAS
1416
Annex Advisory Services
Wisconsin
$1.08M +$61.3K +1,944 +6%
TW
1417
Transform Wealth
Colorado
$1.08M +$1.05M +33,291 New
BCP
1418
Berkeley Capital Partners
Georgia
$1.08M -$38.3K -1,216 -4%
FIM
1419
Frontier Investment Management
Texas
$1.08M +$7.44K +236 +0.7%
Fiera Capital (Canada)
1420
Fiera Capital (Canada)
Quebec, Canada
$1.08M -$2.43M -77,212 -70%
ACS
1421
Archford Capital Strategies
Illinois
$1.08M -$839K -26,598 -44%
TCM
1422
Traynor Capital Management
Pennsylvania
$1.08M +$12.3K +391 +1%
WPW
1423
Waldron Private Wealth
Pennsylvania
$1.07M +$390K +12,365 +59%
MVA
1424
Mount Vernon Associates
Maryland
$1.07M +$26.6K +843 +3%
CICI
1425
Capital Investment Counsel Inc
North Carolina
$1.07M +$33.9K +1,076 +3%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.