We are live on ! Find out more

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
MSAM
1476
Moloney Securities Asset Management
Missouri
$940K +$85.3K +2,706 +10%
WA
1477
Waverly Advisors
Alabama
$939K +$548K +17,383 +151%
CFMC
1478
Curbstone Financial Management Corp
New Hampshire
$938K -$36.5K -1,159 -4%
HCM
1479
Harvest Capital Management
New Hampshire
$937K -$6.65K -211 -0.7%
CCM
1480
Cribstone Capital Management
Maine
$937K +$326K +10,354 +56%
AW
1481
ACG Wealth
Georgia
$935K +$180K +5,696 +25%
PFS
1482
Physicians Financial Services
North Carolina
$927K -$35.6K -1,129 -4%
WIA
1483
Westbourne Investment Advisors
Maryland
$926K -$44K -1,396 -5%
FWP
1484
FAS Wealth Partners
Kansas
$926K +$30.8K +977 +4%
ADL
1485
Asset Dedication LLC
California
$924K +$9.96K +316 +1%
AFG
1486
Albion Financial Group
Utah
$919K -$8.8K -279 -1%
PAS
1487
Professional Advisory Services
Florida
$917K
LWM
1488
LBA Wealth Management
Florida
$903K -$7K -222 -0.8%
EIA
1489
Edgemoor Investment Advisors
Maryland
$889K -$195K -6,176 -18%
BA
1490
Bennicas & Associates
California
$888K -$13.3K -421 -2%
FWM
1491
Focused Wealth Management
New York
$885K +$4.41K +140 +0.5%
Hudson Bay Capital Management
1492
Hudson Bay Capital Management
Connecticut
$883K +$857K +27,193 New
TC
1493
Telemus Capital
Michigan
$879K +$232K +7,365 +37%
RA
1494
RFG Advisory
Alabama
$879K +$294K +9,312 +52%
FI
1495
FCM Investments
Texas
$873K -$166K -5,270 -16%
ANB
1496
Amarillo National Bank
Texas
$870K -$311K -9,863 -27%
IAS
1497
IMA Advisory Services
Colorado
$869K +$59.2K +1,878 +8%
MFBTD
1498
MB Financial Bank - Trust Department
Illinois
$866K -$105K -3,343 -11%
FLI
1499
Family Legacy Inc
South Carolina
$862K +$837K +26,553 New
WP
1500
WealthSource Partners
California
$861K +$142K +4,508 +20%

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.