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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
SBL
1551
Sargent Bickham Lagudis
Colorado
$734K +$43.1K +1,368 +6%
RPA
1552
Rock Point Advisors
Vermont
$733K -$8.48K -269 -1%
SAS
1553
Stelac Advisory Services
New York
$731K -$26.2K -832 -4%
CAAS
1554
Capital Asset Advisory Services
Michigan
$724K +$18.3K +581 +3%
AEPG
1555
American Economic Planning Group
New Jersey
$721K -$29.2K -926 -4%
BRM
1556
Boston Research & Management
Massachusetts
$717K
ITIM
1557
Indiana Trust & Investment Management
Indiana
$715K -$11.1K -352 -2%
MMH
1558
Menora Mivtachim Holdings
Israel
$712K -$21.2M -671,521 -97%
KLWA
1559
Kelly Lawrence W & Associates
California
$709K -$28.3K -897 -4%
LBC
1560
Lowe Brockenbrough & Co
Virginia
$708K +$56K +1,777 +9%
AAM
1561
American Asset Management
Florida
$708K +$191K +6,072 +39%
LP
1562
LMR Partners
United Kingdom
$705K +$357K +11,331 +109%
SCG
1563
Sonata Capital Group
Washington
$704K
FDCC
1564
Foster Dykema Cabot & Co
Massachusetts
$702K
CPIG
1565
Chicago Partners Investment Group
Illinois
$701K -$14.8K -470 -2%
GIP
1566
Granite Investment Partners
California
$698K +$28.2K +895 +4%
KFA
1567
Kelleher Financial Advisors
New York
$697K -$2.21M -70,080 -77%
WAM
1568
Winslow Asset Management
Ohio
$697K -$914 -29 -0.1%
PHAM
1569
Palisades Hudson Asset Management
Florida
$692K -$14.7K -467 -2%
SWA
1570
Sutton Wealth Advisors
Florida
$689K +$4.19K +133 +0.6%
EIM
1571
Essex Investment Management
Massachusetts
$688K +$668K +21,194 New
PAWC
1572
P.A.W. Capital
Connecticut
$684K
HT
1573
HAP Trading
New York
$683K -$612K -19,408 -48%
FAM
1574
Foresters Asset Management
Ontario, Canada
$683K +$33.2K +1,054 +7%
SAM
1575
Summit Asset Management
Tennessee
$682K -$35.6K -1,130 -5%

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.