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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
HCA
1701
Harbour Capital Advisors
Virginia
$453K +$440K +13,969 New
KWMG
1702
King Wealth Management Group
Florida
$453K -$221 -7 -0.1%
DWM
1703
Darwin Wealth Management
Florida
$453K +$99.9K +3,167 +29%
NIA
1704
Northstar Investment Advisors
Colorado
$452K -$10.7K -340 -2%
KA
1705
Kovack Advisors
Florida
$450K +$143K +4,551 +49%
LFG
1706
LifePlan Financial Group
Ohio
$449K
CGL
1707
Clarius Group LLC
Washington
$447K -$7.19K -228 -2%
SCM
1708
Stellar Capital Management
Arizona
$446K -$9.4K -298 -2%
AWA
1709
AmeriServ Wealth Advisors
Pennsylvania
$444K -$133K -4,216 -24%
BWP
1710
BSW Wealth Partners
Colorado
$444K +$8.86K +281 +2%
PFM
1711
Parsec Financial Management
North Carolina
$443K -$54.6K -1,731 -11%
OWP
1712
Obermeyer Wealth Partners
Colorado
$442K
BMCM
1713
Bryn Mawr Capital Management
Pennsylvania
$442K +$9.27K +294 +2%
GIA
1714
GHP Investment Advisors
Colorado
$442K +$49.6K +1,573 +13%
AAM
1715
Aureus Asset Management
Massachusetts
$441K -$7.5K -238 -2%
SLT
1716
St Louis Trust
Missouri
$440K
BA
1717
Bristlecone Advisors
Washington
$439K -$14.2K -451 -3%
BWL
1718
Bogart Wealth LLC
Virginia
$439K +$74K +2,348 +21%
HHAA
1719
Henry H. Armstrong Associates
Pennsylvania
$438K -$11.4K -362 -3%
AAP
1720
Arax Advisory Partners
Colorado
$438K +$27.5K +871 +7%
VFPI
1721
Vantage Financial Partners (Illinois)
Illinois
$435K -$197K -6,264 -27%
CHA
1722
Cedar Hill Associates
Illinois
$435K
SAM
1723
Sawgrass Asset Management
Florida
$435K +$181K +5,745 +75%
MCM
1724
Millie Capital Management
California
$434K -$76.1K -2,414 -15%
TCM
1725
Texan Capital Management
Texas
$433K -$13.1K -415 -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.