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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
LRPA
1526
L. Roy Papp & Associates
Arizona
$805K -$53K -1,680 -6%
WOC
1527
West Oak Capital
California
$804K +$374K +11,870 +92%
Kovitz Investment Group Partners
1528
Kovitz Investment Group Partners
Illinois
$796K +$34.1K +1,083 +5%
HBT
1529
Hills Bank & Trust
Iowa
$792K -$5.33K -169 -0.7%
GLI
1530
Guardian Life Insurance
New York
$787K -$8.67K -275 -1%
FMT
1531
First Mercantile Trust
Tennessee
$787K
HTHT
1532
Hemenway Trust Hemenway Trust
New Hampshire
$784K -$3.97K -126 -0.5%
CT
1533
Clearstead Trust
Maine
$782K +$9.96K +316 +1%
EVC
1534
Eidelman Virant Capital
Missouri
$781K -$216K -6,851 -22%
PGA
1535
Portland Global Advisors
Maine
$780K -$46.5K -1,475 -6%
RA
1536
Rational Advisors
New York
$780K +$456K +14,474 +151%
AI
1537
Accredited Investors
Minnesota
$778K -$10.8K -341 -1%
ATC
1538
Adirondack Trust Company
New York
$773K +$189 +6 +0%
SSW
1539
Smith Shellnut Wilson
Mississippi
$769K +$32 +1 +0%
SAM
1540
Security Asset Management
New York
$766K -$23.3K -738 -3%
SIA
1541
Starfire Investment Advisers
Michigan
$763K
NHC
1542
Nicholas Hoffman & Company
Georgia
$761K -$23.2K -737 -3%
PFA
1543
Pure Financial Advisors
California
$756K +$2.81K +89 +0.4%
MKC
1544
M. Kraus & Co
Vermont
$755K -$36.7K -1,165 -5%
AP
1545
Atwood & Palmer
Missouri
$750K +$66.5K +2,108 +10%
HFBOT
1546
Home Federal Bank of Tennessee
Tennessee
$748K -$29.1K -923 -4%
MAM
1547
Mastrapasqua Asset Management
Tennessee
$745K +$144K +4,566 +25%
LTI
1548
Laffer Tengler Investments
Tennessee
$745K -$144K -4,583 -17%
DMIC
1549
Dixon Mitchell Investment Counsel
British Columbia, Canada
$740K -$556K -17,629 -44%
PTB
1550
Pioneer Trust Bank
Oregon
$740K

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.