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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
WA
1751
Wealth Architects
California
$374K -$3.95K -123 -1%
RPAM
1752
Rhenman & Partners Asset Management
Sweden
$372K -$14.2M -442,680 -98%
GS
1753
Girard Securities
California
$372K -$87.3K -2,716 -20%
CISOA
1754
Capital Investment Services of America
Wisconsin
$371K -$53.2K -1,654 -13%
AWM
1755
AllSquare Wealth Management
New York
$371K
WC
1756
Whitnell & Co
Illinois
$371K +$32 +1 +0%
CS
1757
Cannell & Spears
New York
$370K
VFP
1758
Verus Financial Partners
Virginia
$367K +$22.2K +691 +7%
MFT
1759
Moisand Fitzgerald Tamayo
Florida
$366K +$347K +10,811 New
SIP
1760
Stoneridge Investment Partners
Pennsylvania
$365K
FC
1761
Forte Capital
New York
$363K -$26.5K -823 -7%
HFA
1762
High Falls Advisors
New York
$363K +$611 +19 +0.2%
CCM
1763
Carlson Capital Management
Minnesota
$359K -$14.8K -462 -4%
FUBT
1764
First United Bank & Trust
Maryland
$359K -$7.17K -223 -2%
WBG
1765
Wharton Business Group
Pennsylvania
$359K +$32.9K +1,025 +11%
CAM
1766
Concorde Asset Management
Michigan
$358K +$46.7K +1,453 +16%
DK
1767
Darrell & King
Virginia
$357K
PP
1768
Peconic Partners
New York
$357K
MCM
1769
McRae Capital Management
New Jersey
$356K -$15.7K -490 -4%
HCIA
1770
Hochman Cole Investment Advisors
Illinois
$356K -$3.6K -112 -1%
SXL
1771
Summit X LLC
Missouri
$354K -$121K -3,769 -26%
NA
1772
Navellier & Associates
Nevada
$352K -$13.3K -414 -4%
CAM
1773
Chesapeake Asset Management
New York
$352K
OWP
1774
Obermeyer Wealth Partners
Colorado
$351K -$78.2K -2,434 -19%
BCM
1775
Baltimore Capital Management
Maryland
$350K

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.