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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
SAM
1726
SignalPoint Asset Management
Missouri
$415K -$262K -8,165 -40%
ARM
1727
Adirondack Research & Management
New York
$414K
DCM
1728
Driehaus Capital Management
Illinois
$410K -$122K -3,796 -24%
BWM
1729
BigSur Wealth Management
Florida
$409K
DPI
1730
Diversified Portfolios Inc
Michigan
$409K +$176K +5,473 +83%
OIA
1731
OneDigital Investment Advisors
Kansas
$406K -$286K -8,890 -43%
TC
1732
Trust Company
Kansas
$406K -$11.7K -363 -3%
WRM
1733
Weybosset Research & Management
Rhode Island
$405K
CAL
1734
Capital Advisors Ltd
Ohio
$403K +$3.57K +111 +0.9%
HCP
1735
Holt Capital Partners
Texas
$403K +$8.45K +263 +2%
AIM
1736
Avity Investment Management
Connecticut
$402K
LCM
1737
Lucas Capital Management
New Jersey
$400K -$14.4K -448 -4%
LC
1738
Lincoln Capital
Nebraska
$397K -$16.3K -506 -4%
CI
1739
Capital International
California
$396K -$2.1M -65,348 -85%
BKA
1740
Brick & Kyle Associates
Pennsylvania
$393K +$257 +8 +0.1%
DLCIG
1741
D.L. Carlson Investment Group
New Hampshire
$391K -$50.7K -1,576 -12%
MWM
1742
Meridian Wealth Management
Kentucky
$391K -$37.5K -1,168 -9%
OAM
1743
Occidental Asset Management
California
$390K
FWSM
1744
First Wilshire Securities Management
California
$390K +$87.2K +2,714 +31%
FCFC
1745
First Commonwealth Financial Corp
Pennsylvania
$388K +$15.6K +485 +4%
TI
1746
Truepoint Inc
Ohio
$388K +$368K +11,443 New
BA
1747
Bristlecone Advisors
Washington
$387K -$42.3K -1,317 -10%
CCMG
1748
Clark Capital Management Group
Pennsylvania
$386K +$47.1K +1,467 +15%
LF
1749
Lee Financial
Texas
$385K -$679K -21,122 -65%
WCM
1750
Weik Capital Management
Pennsylvania
$375K -$256K -7,958 -42%

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.