Pfizer
PFE
1,747 hedge funds and large institutions have $133B invested in Pfizer in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 797 increasing their positions, 704 reducing their positions, and 87 closing their positions.
58% more call options, than puts
Call options by funds: $1.88B | Put options by funds: $1.19B
13% more repeat investments, than reductions
Existing positions increased: 797 | Existing positions reduced: 704
0.07% more ownership
Funds ownership: 73.9% → 73.97% (+0.07%)
2% less funds holding
Funds holding: 1,781 → 1,747 (-34)
8% less capital invested
Capital invested by funds: $145B → $133B (-$11.4B)
28% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 87
28% less funds holding in top 10
Funds holding in top 10: 274 → 198 (-76)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.62B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$316M |
| 3 |
Renaissance Technologies
New York
|
+$276M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$265M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$265M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIS
Ignis Investment Services
Edinburgh,
United Kingdom
|
-$684M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$641M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$538M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$457M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$310M |
PFE Hedge Fund Activity: Q2 2014 in Review
1,747 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2014, worth a combined $133B — down 7.9% from $145B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of PFE and 63 opened new positions — a net loss of 24 holders — while 704 trimmed existing stakes and 797 added.
The largest buyer was Norges Bank, adding an estimated $1.62B. The largest seller was Ignis Investment Services, exiting entirely with an estimated $684M sold.
- 1,747 institutional investors held Pfizer (PFE) as of Q2 2014, down from 1,781 in Q1 2014.
- Funds reported $133B of Pfizer stock for Q2 2014, down 7.9% quarter-over-quarter.
- 63 funds opened new Pfizer positions in Q2 2014 and 87 closed out, a net change of -24 holders.
- The largest Pfizer buyer in Q2 2014 was Norges Bank, an estimated $1.62B added.
- The largest Pfizer seller in Q2 2014 was Ignis Investment Services, an estimated $684M sold.
Based on aggregated 13F filings for Q2 2014.