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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
NGA
1476
Naples Global Advisors
Florida
$907K +$46.3K +1,440 +6%
FRM
1477
Fox Run Management
Connecticut
$907K +$322K +10,013 +60%
PFS
1478
Physicians Financial Services
North Carolina
$904K -$6.78K -211 -0.8%
BC
1479
Banced Corp
Illinois
$903K -$70K -2,177 -8%
SIM
1480
SSI Investment Management
California
$902K +$46.5K +1,447 +6%
AAM
1481
American Asset Management
Florida
$901K +$1.54K +48 +0.2%
BPCE
1482
Bank Pictet & Cie (Europe)
Germany
$899K +$287K +8,938 +51%
ACM
1483
Advent Capital Management
New York
$893K +$847K +26,350 New
PIM
1484
Profit Investment Management
Maryland
$890K
DP
1485
Dearborn Partners
Illinois
$887K -$49K -1,526 -6%
BBI
1486
Baxter Bros Inc
Connecticut
$884K +$225 +7 +0%
SA
1487
Sicart Associates
New York
$881K +$9.48K +295 +1%
BHIA
1488
Birch Hill Investment Advisors
Massachusetts
$880K
DT
1489
Diversified Trust
Tennessee
$880K +$11.2K +348 +1%
CT
1490
Clearstead Trust
Maine
$878K -$94.9K -2,954 -10%
MCA
1491
Mercer Capital Advisers
New Jersey
$877K -$1.7K -53 -0.2%
CWM
1492
Concentric Wealth Management
California
$872K +$868 +27 +0.1%
CG
1493
Cutler Group
California
$872K +$828K +25,754 New
SIA
1494
Starfire Investment Advisers
Michigan
$869K +$93.6K +2,912 +13%
REMPR
1495
Roof Eidam Maycock Peralta (REMP)
California
$868K
WOC
1496
West Oak Capital
California
$860K -$16.2K -503 -2%
RFM
1497
Royal Fund Management
Florida
$859K -$150K -4,671 -16%
NCM
1498
Neumann Capital Management
California
$854K -$226K -7,036 -22%
MWM
1499
Modera Wealth Management
New Jersey
$854K -$58.2K -1,810 -7%
AW
1500
ACG Wealth
Georgia
$848K -$415K -12,927 -34%

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.