We are live on ! Find out more

1,742 hedge funds and large institutions have $133B invested in Pfizer in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 750 increasing their positions, 716 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.38B

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

5% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 716

0% less funds holding

Funds holding: 1,7461,742 (-4)

0% less capital invested

Capital invested by funds: $133B → $133B (-$559M)

0.91% less ownership

Funds ownership: 73.97%73.06% (-0.91%)

3% less funds holding in top 10

Funds holding in top 10: 198193 (-5)

Holders
1,742
Holders Change
-4
Holders Change %
-0.23%
% of All Funds
50.54%
Holding in Top 10
193
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.53%
% of All Funds
5.6%
New
69
Increased
750
Reduced
716
Closed
60
Calls
$1.91B
Puts
$1.38B
Net Calls
+$533M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
AHS
1601
Aspiriant Holdings S3
California
$275K -$2.86M -101,814 -91%
IFS
1602
Ifrah Financial Services
Arkansas
$274K -$160K -5,685 -37%
WPC
1603
White Pine Capital
Minnesota
$274K
CWA
1604
Constellation Wealth Advisors
New York
$274K +$46.8K +1,669 +21%
FNBSF
1605
First National Bank Sioux Falls
South Dakota
$273K -$2.02K -72 -0.7%
TC
1606
Telemus Capital
Michigan
$272K -$2.27K -81 -0.8%
SCA
1607
Sippican Capital Advisors
Massachusetts
$271K +$271K +9,651 New
TFCP
1608
Twin Focus Capital Partners
Massachusetts
$269K +$60.8K +2,168 +29%
Capital Fund Management (CFM)
1609
Capital Fund Management (CFM)
France
$266K -$58M -2,067,115 -100%
EA
1610
Elm Advisors
California
$266K -$20.3K -722 -7%
FBA
1611
Front Barnett Associates
Illinois
$266K -$2.27K -81 -0.8%
ZDA
1612
Zweig-DiMenna Associates
New York
$266K
FIM
1613
Freedom Investment Management
Connecticut
$266K +$44.3K +1,579 +20%
Manulife (Manufacturers Life Insurance)
1614
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$265K -$28.9M -1,031,366 -10%
MBE
1615
Michael B. Elefante
$265K -$14.8K -527 -5%
AAM
1616
Autus Asset Management
Arizona
$261K -$1.8K -64 -0.7%
PCMK
1617
Paragon Capital Management (Kansas)
Kansas
$260K +$20.9K +745 +9%
SRIM
1618
Saratoga Research & Investment Management
California
$259K -$148K -5,270 -36%
MWM
1619
Modera Wealth Management
New Jersey
$259K +$35.6K +1,270 +16%
CAM
1620
ClariVest Asset Management
California
$257K -$870 -31 -0.3%
BIM
1621
Barton Investment Management
Pennsylvania
$257K
RWM
1622
Rench Wealth Management
Texas
$257K +$257K +9,150 New
AF
1623
Allworth Financial
California
$255K +$337 +12 +0.1%
HF
1624
Hoxton Financial
West Virginia
$255K +$2.5K +89 +1%
CWM
1625
Cabot Wealth Management
Massachusetts
$252K

PFE Hedge Fund Activity: Q3 2014 in Review

1,742 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2014, worth a combined $133B — down 0.42% from $133B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PFE positions and 60 closed out — a net gain of 9 holders — while 750 added to existing stakes and 716 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $258M. The largest seller was Norges Bank, cutting an estimated $1.53B.

  • 1,742 institutional investors held Pfizer (PFE) as of Q3 2014, down from 1,746 in Q2 2014.
  • Funds reported $133B of Pfizer stock for Q3 2014, down 0.42% quarter-over-quarter.
  • 69 funds opened new Pfizer positions in Q3 2014 and 60 closed out, a net change of +9 holders.
  • The largest Pfizer buyer in Q3 2014 was D.E. Shaw & Co, an estimated $258M added.
  • The largest Pfizer seller in Q3 2014 was Norges Bank, an estimated $1.53B sold.

Based on aggregated 13F filings for Q3 2014.