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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
CA
1651
Cambridge Advisors
Nebraska
$532K -$53.4K -1,694 -9%
IIM
1652
Ironwood Investment Management
Massachusetts
$530K
EAM
1653
Evanson Asset Management
California
$528K +$24.6K +781 +5%
RMA
1654
Roffman Miller Associates
Pennsylvania
$528K +$91.8K +2,913 +22%
KSA
1655
Ken Stern & Associates
California
$527K +$35.9K +1,138 +7%
KF
1656
Krilogy Financial
Missouri
$525K
PPCM
1657
Pillar Pacific Capital Management
California
$525K
DCM
1658
Driehaus Capital Management
Illinois
$522K +$67.2K +2,131 +15%
AWP
1659
Ascent Wealth Partners
New York
$520K +$5.49K +174 +1%
ACM
1660
Alethea Capital Management
Washington
$518K
FIM
1661
Fruth Investment Management
Texas
$517K -$16.6K -527 -3%
CPA
1662
Clear Perspective Advisors
Illinois
$516K -$216K -6,851 -30%
PSC
1663
Prentiss Smith & Co
Vermont
$511K +$8.29K +263 +2%
MPIA
1664
Mountain Pacific Investment Advisers
Idaho
$511K +$16.6K +527 +3%
BRA
1665
Bender Robert & Associates
California
$510K -$27.7K -880 -5%
CD
1666
Carl Domino
Florida
$510K -$24.6K -780 -5%
WI
1667
Wedgewood Investors
Pennsylvania
$509K -$6.65K -211 -1%
CCM
1668
Carlson Capital Management
Minnesota
$505K +$11.6K +368 +2%
VF
1669
Virtu Financial
New York
$504K -$2.46M -78,050 -83%
4IG
1670
440 Investment Group
Kansas
$504K +$490K +15,538 New
NWM
1671
Northwest Wealth Management
Iowa
$500K +$28.7K +909 +6%
BWM
1672
BerganKDV Wealth Management
Minnesota
$498K -$14.8K -468 -3%
CA
1673
Cornerstone Advisory
Maryland
$495K +$12K +382 +3%
NSB
1674
Norway Savings Bank
Maine
$495K +$79.3K +2,514 +20%
RGC
1675
Roberts, Glore & Co
Illinois
$494K -$15.5K -492 -3%

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.