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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
SBAM
126
Santa Barbara Asset Management
California
$161M +$453K +14,101 +0.3%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$154M +$1.17M +36,523 +0.8%
SCCM
128
Schafer Cullen Capital Management
New York
$152M +$26.7M +832,093 +23%
VAM
129
ValueInvest Asset Management
Luxembourg
$151M +$908K +28,247 +0.6%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$150M +$6.92M +215,190 +5%
KeyBank National Association
131
KeyBank National Association
Ohio
$149M -$1.51M -47,035 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$148M -$21.8M -677,279 -13%
HA
133
Homestead Advisers
Virginia
$147M
Korea Investment Corp
134
Korea Investment Corp
South Korea
$147M -$3.6M -112,040 -3%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$145M +$60.4K +1,880 +0%
LBA
136
Letko, Brosseau & Associates
Quebec, Canada
$145M -$1.21M -37,786 -0.9%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$144M -$7.8M -242,559 -5%
M&T Bank
138
M&T Bank
New York
$143M +$1.35M +42,048 +1%
Pzena Investment Management
139
Pzena Investment Management
New York
$143M +$56.8M +1,766,504 +72%
CI Investments Inc
140
CI Investments Inc
Ontario, Canada
$141M +$20.4M +634,358 +18%
BIP
141
Brandes Investment Partners
California
$136M -$44.5M -1,383,947 -26%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$134M -$19.9M -618,711 -14%
SO
143
STRS Ohio
Ohio
$134M +$48.8K +1,519 +0%
Swedbank
144
Swedbank
Sweden
$133M -$1.04M -32,402 -0.8%
First Trust Advisors
145
First Trust Advisors
Illinois
$126M -$9.73M -302,878 -8%
N
146
Natixis
France
$125M +$26.2M +814,466 +28%
Two Sigma Investments
147
Two Sigma Investments
New York
$124M +$52.4M +1,631,266 +80%
SB
148
Suntrust Banks
Georgia
$123M -$611K -19,000 -0.5%
EAM
149
Eagle Asset Management
Florida
$123M -$2.55M -79,345 -2%
AG
150
Aperio Group
California
$123M +$8.13M +253,035 +8%

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.