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Pfizer
PFE

1,742 hedge funds and large institutions have $133B invested in Pfizer in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 750 increasing their positions, 716 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.38B

15% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 60

5% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 716

0% less funds holding

Funds holding: 1,746 → 1,742 (-4)

0% less capital invested

Capital invested by funds: $133B → $133B (-$559M)

0.91% less ownership

Funds ownership: 73.97% → 73.06% (-0.91%)

3% less funds holding in top 10

Funds holding in top 10: 198 → 193 (-5)

Holders
1,742
Holders Change
-4
Holders Change %
-0.23%
% of All Funds
50.54%
Holding in Top 10
193
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.53%
% of All Funds
5.6%
New
69
Increased
750
Reduced
716
Closed
60
Calls
$1.91B
Puts
$1.38B
Net Calls
+$533M
Net Calls Change
-$162M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$258M
2
Franklin Resources
Franklin Resources
California
+$199M
3
State Street
State Street
Massachusetts
+$182M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$178M
5
Capital World Investors
Capital World Investors
California
+$173M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$1.53B
2
Renaissance Technologies
Renaissance Technologies
New York
-$286M
3
EVM
Eaton Vance Management
Massachusetts
-$203M
4
MCM
Mason Capital Management
New York
-$199M
5
IC
Institutional Capital
Illinois
-$185M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACPU
1751
Arrowgrass Capital Partners (US)
Delaware
– -$21.7M -770,242 Closed
PMAM
1752
Picton Mahoney Asset Management
Ontario, Canada
– -$12.8K -453,009 Closed
AAM
1753
Archipel Asset Management
Sweden
– -$9.96M -353,743 Closed
KLC
1754
Knowledge Leaders Capital
Colorado
– -$9.67M -343,254 Closed
ARTA
1755
A.R.T. Advisors
New York
– -$8.95M -317,723 Closed
AL
1756
Airain Ltd
Guernsey
– -$8.12M -288,299 Closed
RP
1757
Raiff Partners
New York
– -$6.97M -247,690 Closed
KKRC
1758
Kohlberg Kravis Roberts & Co
New York
– -$5.36M -190,247 Closed
CCM
1759
Cortex Capital Management
Texas
– -$5.34M -189,720 Closed
AAM
1760
Augustine Asset Management
Florida
– -$5.02M -178,213 Closed
SCM
1761
Suffolk Capital Management
New York
– -$4.56M -161,894 Closed
MCM
1762
McKinley Capital Management
Alaska
– -$4.42M -157,059 Closed
CC
1763
Clearline Capital
New York
– -$4.22M -149,794 Closed
Hotchkis & Wiley Capital Management
1764
Hotchkis & Wiley Capital Management
California
– -$3.82M -135,755 Closed
SI
1765
Standard Investments
New York
– -$3.61M -128,061 Closed
SAM
1766
Shikiar Asset Management
New York
– -$3.47M -123,265 Closed
MFS
1767
Monetta Financial Services
Illinois
– -$2.52M -89,590 Closed
PG
1768
PEAK6 Group
Illinois
– -$2.31M -82,270 Closed
QIM
1769
Quantitative Investment Management
Virginia
– -$1.99M -70,618 Closed
DCM
1770
Dynamic Capital Management
Jersey
– -$1.97M -70,087 Closed
BCM
1771
Beck Capital Management
Texas
– -$1.78M -63,111 Closed
PWPCM
1772
Perella Weinberg Partners Capital Management
New York
– -$1.68M -59,730 Closed
ICM
1773
Ionic Capital Management
New York
– -$1.55M -54,913 Closed
ID
1774
Integral Derivatives
New York
– -$1.51M -53,970 Closed
WCA
1775
Waratah Capital Advisors
Ontario, Canada
– -$1.29M -45,954 Closed
69 70
71
72 73

PFE Hedge Fund Activity: Q3 2014 in Review

1,742 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2014, worth a combined $133B — down 0.42% from $133B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PFE positions and 60 closed out — a net gain of 9 holders — while 750 added to existing stakes and 716 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $258M. The largest seller was Norges Bank, cutting an estimated $1.53B.

  • 1,742 institutional investors held Pfizer (PFE) as of Q3 2014, down from 1,746 in Q2 2014.
  • Funds reported $133B of Pfizer stock for Q3 2014, down 0.42% quarter-over-quarter.
  • 69 funds opened new Pfizer positions in Q3 2014 and 60 closed out, a net change of +9 holders.
  • The largest Pfizer buyer in Q3 2014 was D.E. Shaw & Co, an estimated $258M added.
  • The largest Pfizer seller in Q3 2014 was Norges Bank, an estimated $1.53B sold.

Based on aggregated 13F filings for Q3 2014.