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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
CFA
1576
CT Financial Advisors
Pennsylvania
$681K +$252 +8 +0%
LI
1577
Lafayette Investments
Maryland
$677K
BCB
1578
Brian C. Broderick
$676K -$59.8K -1,897 -8%
FCA
1579
Florence Capital Advisors
New York
$674K
PH
1580
Pinnacle Holdings
Oklahoma
$673K -$3.22K -102 -0.5%
DBIA
1581
Dumont & Blake Investment Advisors
New Jersey
$668K -$68K -2,156 -9%
IWM
1582
IHT Wealth Management
Illinois
$663K -$29.5K -936 -4%
MC
1583
Middleton & Co
Massachusetts
$662K +$19.1K +606 +3%
PIMJS
1584
PKO Investment Management Joint-Stock
Poland
$657K +$523K +16,580 +454%
KA
1585
Klingman & Associates
New York
$656K -$3K -95 -0.5%
Members Trust
1586
Members Trust
Florida
$656K +$637K +20,189 New
AI
1587
ArchPoint Investors
Florida
$654K -$18.4K -585 -3%
IPC
1588
Independent Portfolio Consultants
Florida
$652K -$163K -5,185 -21%
MAA
1589
Mraz Amerine & Associates
California
$650K +$31.7K +1,004 +5%
WCM
1590
Weik Capital Management
Pennsylvania
$649K -$39.9K -1,264 -6%
HA
1591
Harbor Advisors
Florida
$649K
MIM
1592
Montgomery Investment Management
Maryland
$649K
CIM
1593
Cetera Investment Management
California
$648K -$311K -9,861 -33%
DVM
1594
Dreman Value Management
Florida
$647K
KP
1595
Keel Point
Alabama
$644K -$7.72K -245 -1%
CMANY
1596
Capital Management Associates (New York)
New York
$643K -$44.2K -1,402 -7%
SAM
1597
SignalPoint Asset Management
Missouri
$641K +$6.27K +199 +1%
AIA
1598
AIMZ Investment Advisors
California
$640K +$126 +4 +0%
SH
1599
Svenska Handelsbanken
Sweden
$636K +$41.5K +1,317 +7%
LOAMU
1600
Lombard Odier Asset Management (USA)
New York
$633K -$415K -13,175 -40%

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.