We are live on ! Find out more

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
GIA
151
Gateway Investment Advisers
Ohio
$111M -$2.42M -76,628 -2%
CI
152
Cincinnati Insurance
Ohio
$111M
GT
153
Glenmede Trust
Pennsylvania
$111M -$1.76M -55,847 -2%
MIP
154
Mondrian Investment Partners
United Kingdom
$110M -$9.4M -298,137 -8%
RFC
155
Regions Financial Corp
Alabama
$110M +$3.07M +97,313 +3%
HFS
156
HL Financial Services
Kentucky
$109M +$3.58M +113,640 +4%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$108M +$935K +29,669 +0.9%
Loomis, Sayles & Company
158
Loomis, Sayles & Company
Massachusetts
$107M +$6.14M +194,667 +6%
SOMRS
159
State of Michigan Retirement System
Michigan
$105M -$980K -31,093 -1%
Canada Pension Plan Investment Board
160
Canada Pension Plan Investment Board
Ontario, Canada
$105M -$135M -4,292,116 -57%
AG
161
Aperio Group
California
$105M +$3.5M +111,000 +4%
EDRH
162
Edmond de Rothschild Holding
Switzerland
$104M +$2.55M +80,730 +3%
TG
163
TCW Group
California
$104M -$16.9M -537,195 -14%
AL
164
Appaloosa LP
New Jersey
$103M -$59.5M -1,885,606 -37%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$103M +$12.4M +392,127 +14%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$101M -$3.32M -105,245 -3%
Luther King Capital Management (LKCM)
167
Luther King Capital Management (LKCM)
Texas
$99.6M -$3.05M -96,805 -3%
Federated Hermes
168
Federated Hermes
Pennsylvania
$98.7M +$11.4M +362,167 +14%
JMPWA
169
JP Morgan Private Wealth Advisors
California
$98.4M +$2.18M +69,165 +2%
FMI
170
Factory Mutual Insurance
Massachusetts
$98.4M +$3.32M +105,400 +4%
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$98M +$1.09M +34,710 +1%
HCM
172
Highfields Capital Management
Massachusetts
$97.9M
SAM
173
Silvercrest Asset Management
New York
$97.7M +$2.14M +67,867 +2%
HCM
174
Hamlin Capital Management
New York
$97.4M +$26.4M +838,050 +39%
GC
175
Guggenheim Capital
Illinois
$97M -$5.27M -167,287 -5%

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.