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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
OFW
1451
Omnia Family Wealth
Florida
$974K -$12.4K -387 -1%
LC
1452
LCNB Corp
Ohio
$969K -$11.4K -356 -1%
HCM
1453
Harvest Capital Management
New Hampshire
$964K -$13.4K -417 -1%
WIA
1454
Westbourne Investment Advisors
Maryland
$962K -$24.6K -764 -3%
ARTA
1455
A.R.T. Advisors
New York
$960K +$911K +28,353 New
PAS
1456
Professional Advisory Services
Florida
$957K
FCAG
1457
First Capital Advisors Group
New Jersey
$953K -$60K -1,866 -6%
RA
1458
RFG Advisory
Alabama
$951K +$15.9K +496 +2%
DAS
1459
Dynamic Advisor Solutions
Arizona
$950K -$3.9M -121,215 -81%
B
1460
Bailard
California
$950K +$88.9K +2,767 +11%
WA
1461
Waverly Advisors
Alabama
$945K -$131K -4,078 -13%
DWM
1462
Darwin Wealth Management
Florida
$944K +$174K +5,407 +24%
MHS
1463
M Holdings Securities
Oregon
$941K +$10.7K +333 +1%
VIA
1464
Virtus Investment Advisers
Connecticut
$937K -$101K -3,152 -10%
MMG
1465
Monetary Management Group
Missouri
$933K -$40.7K -1,265 -4%
FIAS
1466
FinTrust Investment Advisory Services
South Carolina
$930K +$882K +27,444 New
CICI
1467
Capital Investment Counsel Inc
North Carolina
$928K -$105K -3,277 -11%
CTA
1468
Colonial Trust Advisors
South Carolina
$928K -$62.1K -1,931 -7%
EIA
1469
Edgemoor Investment Advisors
Maryland
$928K
YP
1470
Yellowstone Partners
Idaho
$928K +$881K +27,407 New
NFG
1471
Nations Financial Group
Iowa
$919K -$39.1K -1,216 -4%
CFA
1472
Camarda Financial Advisors
Florida
$919K +$6.4K +199 +0.7%
BA
1473
Bennicas & Associates
California
$914K -$6.78K -211 -0.8%
ANB
1474
Amarillo National Bank
Texas
$913K -$4.4K -137 -0.5%
AFG
1475
Albion Financial Group
Utah
$908K -$23.5K -730 -3%

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.