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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
GBT
1426
Grove Bank & Trust
Florida
$1.04M +$237K +7,368 +31%
DVM
1427
Dreman Value Management
Florida
$1.04M
SFPIA
1428
Stevens First Principles Investment Advisors
California
$1.04M -$6.78K -211 -0.7%
BG
1429
Bellevue Group
Switzerland
$1.04M
FWP
1430
FAS Wealth Partners
Kansas
$1.04M +$71.5K +2,225 +8%
CBA
1431
Coastal Bridge Advisors
Connecticut
$1.04M +$3.89K +121 +0.4%
MIM
1432
Miller Investment Management
Pennsylvania
$1.03M
RWM
1433
RKL Wealth Management
Pennsylvania
$1.03M -$152K -4,717 -13%
NB
1434
Nicolet Bankshares
Wisconsin
$1.03M -$32.5K -1,010 -3%
QCMC
1435
Quantum Capital Management (California)
California
$1.03M -$17.9K -557 -2%
SCI
1436
S&CO Inc
Massachusetts
$1.03M
PMFA
1437
Plante Moran Financial Advisors
Michigan
$1.03M +$161 +5 +0%
GWCM
1438
Godshalk Welsh Capital Management
Pennsylvania
$1.03M -$50.8K -1,581 -5%
MCM
1439
Manchester Capital Management
Vermont
$1.02M
LC
1440
Lourd Capital
California
$1.02M -$61.7K -1,919 -6%
AIM
1441
Aspen Investment Management
Michigan
$1.02M
VCM
1442
Violich Capital Management
California
$1.01M -$15.6K -485 -2%
III
1443
Independent Investors Inc
New York
$999K
HA
1444
Halsey Associates
Connecticut
$991K +$27.1K +844 +3%
PCMM
1445
Private Capital Management (Minnesota)
Minnesota
$989K -$61K -1,897 -6%
ROTUOC
1446
Regents of the University of California
California
$987K
MCWS
1447
McKinley Carter Wealth Services
West Virginia
$986K +$4.82K +150 +0.5%
MC
1448
Muhlenkamp & Co
Pennsylvania
$982K -$188K -5,839 -17%
CCM
1449
Cribstone Capital Management
Maine
$979K -$22.2K -690 -2%
KA
1450
Kovack Advisors
Florida
$977K +$369K +11,481 +66%

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.