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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
NEPWA
1626
New England Private Wealth Advisors
Massachusetts
$578K -$2.57K -80 -0.5%
CA
1627
Capital Advantage
California
$573K -$285K -8,879 -34%
BAM
1628
Baring Asset Management
United Kingdom
$572K -$791K -24,620 -59%
HT
1629
HAP Trading
New York
$571K +$156K +4,862 +41%
EAM
1630
Evanson Asset Management
California
$568K +$1.67K +52 +0.3%
CPA
1631
Clear Perspective Advisors
Illinois
$562K +$533K +16,597 New
TIA
1632
Tiemann Investment Advisors
California
$561K -$7.62K -237 -1%
RWA
1633
River Wealth Advisors
Pennsylvania
$561K -$3.18K -99 -0.6%
SCP
1634
Sandhill Capital Partners
New York
$560K -$15.1K -469 -3%
IIM
1635
Ironwood Investment Management
Massachusetts
$560K
MWM
1636
Marietta Wealth Management
Georgia
$556K -$28.6K -889 -5%
NME
1637
Notis-McConarty Edward
$553K -$6.78K -211 -1%
EWA
1638
EP Wealth Advisors
California
$547K +$8.13K +253 +2%
MSU
1639
Mizuho Securities USA
New York
$546K -$11.4M -355,928 -96%
PPCM
1640
Pillar Pacific Capital Management
California
$546K -$2.54K -79 -0.5%
MWM
1641
Mascoma Wealth Management
New Hampshire
$546K +$3.31K +103 +0.6%
IWM
1642
IHT Wealth Management
Illinois
$545K -$148K -4,610 -22%
FIM
1643
Fruth Investment Management
Texas
$542K -$3.41K -106 -0.7%
MA
1644
MCF Advisors
Kentucky
$541K -$28.2K -878 -5%
AWP
1645
Ascent Wealth Partners
New York
$540K -$1.7K -53 -0.3%
NSB
1646
Norway Savings Bank
Maine
$537K +$12.7K +395 +3%
CD
1647
Carl Domino
Florida
$537K +$18.6K +580 +4%
RC
1648
Reik & Co
New York
$536K +$33.9K +1,054 +7%
SMM
1649
Stadion Money Management
Georgia
$535K -$145K -4,511 -22%
MPIA
1650
Mountain Pacific Investment Advisers
Idaho
$533K

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.