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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
PC
1426
Palo Capital
California
$1.07M +$399K +12,666 +62%
IIM
1427
Ipswich Investment Management
Massachusetts
$1.07M -$1.99K -63 -0.2%
SFM
1428
Soros Fund Management
New York
$1.07M +$1.04M +32,885 New
HL
1429
HeadInvest LLC
Maine
$1.06M -$6.31K -200 -0.6%
OIA
1430
Optimum Investment Advisors
Illinois
$1.06M +$40.1K +1,271 +4%
DDC
1431
DF Dent & Co
Maryland
$1.05M -$46K -1,459 -4%
DDPIC
1432
Deroy & Devereaux Private Investment Counsel
Michigan
$1.05M -$9.96K -316 -1%
PFC
1433
Phocas Financial Corp
California
$1.05M -$5.53M -175,353 -84%
NAM
1434
Needelman Asset Management
California
$1.05M -$4.16K -132 -0.4%
TCM
1435
Tradition Capital Management
New Jersey
$1.04M +$4.6K +146 +0.5%
DP
1436
Dearborn Partners
Illinois
$1.04M +$144K +4,574 +17%
FCAG
1437
First Capital Advisors Group
New Jersey
$1.04M +$65.6K +2,081 +7%
B
1438
Bellecapital
Switzerland
$1.03M
FLPIM
1439
F.L. Putnam Investment Management
Massachusetts
$1.03M +$90.1K +2,857 +10%
ID
1440
Integral Derivatives
New York
$1.03M +$477K +15,125 +91%
HJA
1441
Hugh Johnson Advisors
New York
$1.03M +$2.81K +89 +0.3%
RBC
1442
Ronald Blue & Co
Georgia
$1.02M +$56.7K +1,797 +6%
SFA
1443
Sequoia Financial Advisors
Ohio
$1.02M -$67.3K -2,133 -6%
BC
1444
Banced Corp
Illinois
$1.02M -$14.4K -457 -1%
PCMC
1445
Paragon Capital Management (Colorado)
Colorado
$1.02M +$993K +31,489 New
KCPG
1446
Kavar Capital Partners Group
Kansas
$1.02M +$190K +6,020 +24%
LC
1447
Lourd Capital
California
$1.02M -$25.9K -822 -3%
QCMC
1448
Quantum Capital Management (California)
California
$1.01M -$29.9K -947 -3%
PCMM
1449
Private Capital Management (Minnesota)
Minnesota
$1.01M
CPO
1450
Cerity Partners OCIO
New York
$1M -$76K -2,410 -7%

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.