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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1801
Grove Bank & Trust
Florida
$329K +$72.9K +2,311 +30%
BCM
1802
Baltimore Capital Management
Maryland
$329K +$319K +10,125 New
PFO
1803
Pathstone Family Office
New Jersey
$328K -$94.9K -3,009 -23%
GWS
1804
Glassman Wealth Services
Virginia
$328K -$977 -31 -0.3%
FAM
1805
Fenimore Asset Management
New York
$328K +$13.9K +441 +5%
BII
1806
Bainco International Investors
Massachusetts
$327K -$66.5K -2,108 -17%
RCM
1807
RB Capital Management
Nevada
$327K -$10.4K -329 -3%
BW
1808
Biegel & Waller
Maryland
$319K +$252 +8 +0.1%
I2I
1809
Insight 2811 Inc
Illinois
$319K +$10.9K +346 +4%
RGNCM
1810
R.G. Niederhoffer Capital Management
New York
$319K +$309K +9,802 New
HFS
1811
Haverford Financial Services
Pennsylvania
$317K -$1.64K -52 -0.5%
GEA
1812
Glen Eagle Advisors
New Jersey
$317K -$7.38K -234 -2%
PCM
1813
Pointe Capital Management
Michigan
$316K -$441K -13,988 -59%
WA1
1814
Wimmer Associates 1
California
$316K +$7.63K +242 +3%
AL
1815
Agran Libbie
California
$314K +$305K +9,674 New
GS
1816
Gagnon Securities
New York
$312K -$3.88K -123 -1%
ICM
1817
Ionic Capital Management
New York
$311K -$2.41M -76,521 -89%
FA
1818
FCG Advisors
New Jersey
$310K -$122K -3,859 -29%
NPF
1819
Norris Perne & French
Michigan
$310K -$96K -3,044 -24%
VAM
1820
Verity Asset Management
North Carolina
$310K +$301K +9,539 New
HF
1821
HRT Financial
New York
$310K +$301K +9,551 New
WBG
1822
Wharton Business Group
Pennsylvania
$308K +$299K +9,486 New
HPWM
1823
Highland Private Wealth Management
Washington
$307K -$11K -349 -4%
CW
1824
Cabot-Wellington
Massachusetts
$300K
MVM
1825
McClain Value Management
Connecticut
$297K -$37.2K -1,179 -11%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.