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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Silvercrest Asset Management
New York
$119M +$9.77M +286,650 +9%
GC
152
Guggenheim Capital
Illinois
$118M +$5.45M +159,903 +5%
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$118M -$1.44M -42,316 -1%
CI
154
Cincinnati Insurance
Ohio
$117M
Luther King Capital Management (LKCM)
155
Luther King Capital Management (LKCM)
Texas
$117M +$15.5M +455,827 +16%
GIA
156
Gateway Investment Advisers
Ohio
$115M -$1.17M -34,292 -1%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$115M +$670K +19,648 +0.6%
MSE
158
MUFG Securities EMEA
United Kingdom
$114M +$84.5M +2,476,900 +294%
HFS
159
HL Financial Services
Kentucky
$114M -$2.02M -59,361 -2%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$114M +$2.58M +75,763 +2%
GT
161
Glenmede Trust
Pennsylvania
$114M +$31M +908,012 +38%
RFC
162
Regions Financial Corp
Alabama
$114M -$3.33M -97,564 -3%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$113M +$6.34M +185,958 +6%
KBC Group
164
KBC Group
Belgium
$112M -$7.27M -213,144 -6%
BG
165
Bahl & Gaynor
Ohio
$112M -$1.6M -47,047 -1%
FMI
166
Factory Mutual Insurance
Massachusetts
$112M
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$112M +$14.5M +424,381 +15%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$110M -$1.81M -53,216 -2%
HCM
169
Hamlin Capital Management
New York
$102M -$2.31M -67,861 -2%
TIM
170
Thornburg Investment Management
New Mexico
$101M
MIP
171
Mondrian Investment Partners
United Kingdom
$100M -$9.24M -271,042 -9%
CB
172
Commerce Bank
Missouri
$98.3M +$475K +13,923 +0.5%
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$96.5M +$11.1M +324,556 +13%
Comerica Bank
174
Comerica Bank
Texas
$95.2M -$1.77M -51,817 -2%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$94.5M +$9.09M +266,607 +11%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.