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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
TG
1401
TLP Group
Illinois
$1.13M +$1.07M +33,412 New
CGA
1402
Crescent Grove Advisors
Illinois
$1.13M -$964 -30 -0.1%
NCM
1403
Noesis Capital Mangement
Florida
$1.12M +$8.23K +256 +0.8%
CGT
1404
Capital Guardian Trust
California
$1.11M -$4.98M -155,032 -83%
SFM
1405
Signature Financial Management
Virginia
$1.11M +$112K +3,479 +11%
PIM
1406
Partner Investment Management
California
$1.11M +$1.05M +32,738 New
TCM
1407
Traynor Capital Management
Pennsylvania
$1.11M -$8.26K -257 -0.8%
ACI
1408
Alpha Cubed Investments
California
$1.1M -$8.39K -261 -0.8%
FWM
1409
Focused Wealth Management
New York
$1.1M +$14.6K +455 +1%
CIS
1410
Capital International Sarl
California
$1.1M -$2.03M -63,134 -66%
VNA
1411
Valley National Advisers
Pennsylvania
$1.09M -$6.52K -203 -0.6%
TCM
1412
Tradition Capital Management
New Jersey
$1.09M +$1.67K +52 +0.2%
WPA
1413
West Paces Advisors
Georgia
$1.09M -$5.98K -186 -0.6%
4IG
1414
440 Investment Group
Kansas
$1.08M -$129K -4,005 -11%
NAM
1415
Needelman Asset Management
California
$1.08M -$3.38K -105 -0.3%
ADL
1416
Asset Dedication LLC
California
$1.07M +$88.8K +2,764 +9%
BW
1417
Bison Wealth
Georgia
$1.07M -$84.2K -2,619 -8%
GC
1418
Garde Capital
Washington
$1.07M +$610K +18,983 +151%
NAMP
1419
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.06M -$2.19K -68 -0.2%
HL
1420
HeadInvest LLC
Maine
$1.06M -$23.6K -733 -2%
WIP
1421
Wellesley Investment Partners
Massachusetts
$1.06M +$11.2K +349 +1%
DDC
1422
DF Dent & Co
Maryland
$1.06M -$47.4K -1,476 -5%
BWP
1423
Baldwin Wealth Partners
Massachusetts
$1.05M -$111K -3,443 -10%
SAS
1424
Stelac Advisory Services
New York
$1.05M +$274K +8,538 +38%
GAM
1425
Gould Asset Management
California
$1.05M +$55.9K +1,740 +6%

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.