Pfizer
PFE
2,230 hedge funds and large institutions have $150B invested in Pfizer in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 931 increasing their positions, 971 reducing their positions, and 94 closing their positions.
17% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 94
10% more funds holding in top 10
Funds holding in top 10: 163 → 180 (+17)
0% more call options, than puts
Call options by funds: $881M | Put options by funds: $881M
0.61% less ownership
Funds ownership: 75.48% → 74.87% (-0.61%)
1% less funds holding
Funds holding: 2,244 → 2,230 (-14)
3% less capital invested
Capital invested by funds: $154B → $150B (-$4.6B)
4% less repeat investments, than reductions
Existing positions increased: 931 | Existing positions reduced: 971
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$318M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$281M |
| 3 |
BlackRock
New York
|
+$246M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$229M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$592M |
| 2 |
JP Morgan Chase
New York
|
-$492M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$399M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$231M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$198M |
PFE Hedge Fund Activity: Q1 2018 in Review
2,230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2018, worth a combined $150B — down 3% from $154B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new PFE positions and 94 closed out — a net gain of 16 holders — while 931 added to existing stakes and 971 trimmed.
The largest buyer was Eaton Vance Management, adding an estimated $318M. The largest seller was State Street, cutting an estimated $592M.
- 2,230 institutional investors held Pfizer (PFE) as of Q1 2018, down from 2,244 in Q4 2017.
- Funds reported $150B of Pfizer stock for Q1 2018, down 3% quarter-over-quarter.
- 110 funds opened new Pfizer positions in Q1 2018 and 94 closed out, a net change of +16 holders.
- The largest Pfizer buyer in Q1 2018 was Eaton Vance Management, an estimated $318M added.
- The largest Pfizer seller in Q1 2018 was State Street, an estimated $592M sold.
Based on aggregated 13F filings for Q1 2018.