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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
FCA
1576
Florence Capital Advisors
New York
$696K
BCB
1577
Brian C. Broderick
$691K
BA
1578
Bristol Advisors
Pennsylvania
$689K +$386K +12,015 +144%
EIM
1579
Essex Investment Management
Massachusetts
$686K +$92.1K +2,867 +16%
BRF
1580
B. Riley Financial
California
$684K +$649K +20,205 New
WAM
1581
Winslow Asset Management
Ohio
$682K
HA
1582
Harbor Advisors
Florida
$677K
MIM
1583
Montgomery Investment Management
Maryland
$677K
AAM
1584
Augustine Asset Management
Florida
$675K -$16.8K -524 -3%
TC
1585
Telemus Capital
Michigan
$674K -$230K -7,170 -26%
Members Trust
1586
Members Trust
Florida
$672K +$1.03K +32 +0.2%
FAM
1587
Foresters Asset Management
Ontario, Canada
$670K
CMANY
1588
Capital Management Associates (New York)
New York
$663K -$6.78K -211 -1%
HCM
1589
Harvey Capital Management
Florida
$662K -$186K -5,797 -23%
SAMC
1590
Spectrum Asset Management (California)
California
$661K +$12.9K +401 +2%
LBC
1591
Lowe Brockenbrough & Co
Virginia
$656K -$69.5K -2,161 -10%
AIA
1592
AIMZ Investment Advisors
California
$656K +$64 +2 +0%
MSS
1593
Mitchell Sinkler & Starr
Pennsylvania
$656K +$33.9K +1,054 +6%
VC
1594
Vicus Capital
Pennsylvania
$656K +$162K +5,029 +35%
MSR
1595
Main Street Research
Connecticut
$654K -$186K -5,800 -23%
BST
1596
Bath Savings Trust
Maine
$648K -$5.24K -163 -0.8%
WAP
1597
Wealthcare Advisory Partners
Pennsylvania
$646K +$552K +17,174 +903%
SS
1598
Simplicity Solutions
Minnesota
$643K -$1.32M -41,222 -68%
KFA
1599
Kelleher Financial Advisors
New York
$639K +$64 +2 +0%
IFAM
1600
Institutional & Family Asset Management
Colorado
$639K +$116K +3,614 +24%

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.