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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
LC
1801
Landaas & Company
Wisconsin
$313K +$297K +9,234 New
BIM
1802
Barton Investment Management
Pennsylvania
$311K
WA1
1803
Wimmer Associates 1
California
$309K +$10.6K +331 +4%
SFI
1804
SPC Financial Inc
Maryland
$307K +$33.1K +1,029 +13%
FLAM
1805
First Light Asset Management
Minnesota
$306K
MCM
1806
Marathon Capital Management
Maryland
$306K +$34.8K +1,084 +14%
WCF
1807
West Coast Financial
California
$306K +$37.4K +1,163 +15%
DSI
1808
Daiwa SB Investments
Japan
$305K +$58.3K +1,813 +25%
CWM
1809
Cabot Wealth Management
Massachusetts
$304K +$56.7K +1,765 +25%
CF
1810
Corrigan Financial
Rhode Island
$303K +$36.5K +1,136 +15%
PCM
1811
Pointe Capital Management
Michigan
$302K +$3.54K +110 +1%
QAM
1812
Quantres Asset Management
Cayman Islands
$300K +$285K +8,854 New
HCA
1813
Horan Capital Advisors
Ohio
$299K -$10.6K -330 -4%
GIA
1814
Granite Investment Advisors
New Hampshire
$299K -$8.48K -264 -3%
CCMW
1815
Cypress Capital Management (Wyoming)
Wyoming
$299K
PNAA
1816
Pictet North America Advisors
Switzerland
$296K
BA
1817
BKS Advisors
Michigan
$296K +$6.46K +201 +2%
WCM
1818
Wallace Capital Management
Texas
$295K -$13.6K -422 -5%
RCA
1819
Rowland Carmichael Advisors
Arizona
$294K +$23.2K +721 +9%
HA
1820
Hays Advisory
Tennessee
$294K +$24K +748 +9%
SFFS
1821
Stonehage Fleming Financial Services
Jersey
$293K -$102K -3,162 -27%
TCM
1822
Tradewinds Capital Management
Washington
$292K -$11.2K -350 -4%
GAMC
1823
Garner Asset Management Corp
Texas
$291K -$5.08K -158 -2%
CCC
1824
Chelsea Counsel Company
California
$291K
IT
1825
Independence Trust
Tennessee
$290K +$19.5K +606 +8%

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.