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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
PJSIMP
1651
P.J. Schmidt Investment Management (PJS)
Wisconsin
$533K
PSC
1652
Prentiss Smith & Co
Vermont
$532K -$22K -686 -4%
CA
1653
Cambridge Advisors
Nebraska
$532K +$1.06K +33 +0.2%
KF
1654
Krilogy Financial
Missouri
$529K -$79.4K -2,472 -14%
WI
1655
Wedgewood Investors
Pennsylvania
$527K
JIM
1656
Jupiter Investment Management
United Kingdom
$520K -$214K -6,643 -30%
ESBC
1657
E.S. Barr & Co
Kentucky
$519K +$11.2K +349 +2%
BIG
1658
Bellwether Investment Group
Tennessee
$518K +$14.5K +450 +3%
HCM
1659
Highlander Capital Management
New Jersey
$517K -$6.78K -211 -1%
HWP
1660
Hefty Wealth Partners
Indiana
$517K +$484K +15,067 +7,571%
RTS
1661
Round Table Services
New Jersey
$511K
RMA
1662
Roffman Miller Associates
Pennsylvania
$508K -$11.1K -345 -2%
CA
1663
Cornerstone Advisory
Maryland
$506K -$35K -1,089 -7%
RGC
1664
Roberts, Glore & Co
Illinois
$505K -$10.2K -316 -2%
BOS
1665
Bingham Osborn & Scarborough
California
$504K +$23.6K +735 +5%
HS
1666
HighVista Strategies
Massachusetts
$503K +$478K +14,861 New
AIM
1667
Advantage Investment Management
Iowa
$502K -$32.2K -1,003 -6%
KA
1668
Klingman & Associates
New York
$501K -$13.6K -424 -3%
FLI
1669
Family Legacy Inc
South Carolina
$500K -$373K -11,608 -44%
FI
1670
FormulaFolio Investments
Michigan
$500K +$7.46K +232 +2%
ECM
1671
Exchange Capital Management
Michigan
$499K -$75K -2,333 -14%
BWL
1672
Bogart Wealth LLC
Virginia
$499K -$55.7K -1,732 -11%
FBA
1673
Front Barnett Associates
Illinois
$498K
ACP
1674
Arcus Capital Partners
Georgia
$492K +$467K +14,519 New
GLI
1675
Guardian Life Insurance
New York
$486K +$3.63K +113 +0.8%

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.