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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
Fiera Capital (Canada)
1601
Fiera Capital (Canada)
Quebec, Canada
$637K -$188K -5,837 -24%
BMC
1602
Benin Management Corp
Connecticut
$637K +$75.1K +2,337 +14%
MMPW
1603
Mitchell McLeod Pugh & Williams
Alabama
$636K -$13.7K -425 -2%
CCWA
1604
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$635K -$58.6K -1,822 -9%
EGA
1605
Eagle Global Advisors
Texas
$634K -$214K -6,661 -26%
CCA
1606
Conestoga Capital Advisors
Pennsylvania
$630K
CAM
1607
Covenant Asset Management
New Jersey
$620K -$6.78K -211 -1%
NIA
1608
Northstar Investment Advisors
Colorado
$620K +$6.52K +203 +1%
HWA
1609
HCR Wealth Advisors
California
$616K +$193 +6 +0%
WA
1610
Winfield Associates
Ohio
$613K -$42.3K -1,316 -7%
WIM
1611
Westside Investment Management
California
$611K +$64 +2 +0%
SFSIG
1612
San Francisco Sentry Investment Group
California
$609K +$53K +1,650 +10%
KLI
1613
Kelman-Lazarov Inc
Tennessee
$605K
SOAMC
1614
Spirit of America Management Corp
New York
$603K
KIC
1615
Keating Investment Counselors
Florida
$602K -$13.6K -422 -2%
KP
1616
Keel Point
Alabama
$601K -$66.2K -2,061 -10%
KSA
1617
Ken Stern & Associates
California
$600K +$19.4K +603 +4%
PCM
1618
Perritt Capital Management
Illinois
$599K
BA
1619
Birinyi Associates
Connecticut
$598K +$76.2K +2,372 +16%
MCIA
1620
Mountain Capital Investment Advisors
Colorado
$594K +$143K +4,443 +34%
GLA
1621
Good Life Advisors
Pennsylvania
$588K -$68.2K -2,121 -11%
AAP
1622
Arax Advisory Partners
Colorado
$588K +$98.7K +3,070 +21%
ACM
1623
Advisors Capital Management
New Jersey
$585K -$56.4K -1,756 -9%
TSWM
1624
Triangle Securities Wealth Management
North Carolina
$584K +$4.6K +143 +0.8%
MTC
1625
McDaniel Terry & Co
Texas
$580K

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.