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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
BIM
1826
Barton Investment Management
Pennsylvania
$297K
MAM
1827
Morse Asset Management
Connecticut
$297K +$289K +9,157 New
CCMW
1828
Cypress Capital Management (Wyoming)
Wyoming
$297K
TDC
1829
Thompson Davis & Co
Virginia
$296K +$29.6K +939 +11%
BFA
1830
Beaumont Financial Advisors
Massachusetts
$294K +$41.6K +1,321 +17%
NG
1831
Northstar Group
New York
$293K -$20.4K -648 -7%
FLAM
1832
First Light Asset Management
Minnesota
$293K
SWK
1833
Stephen W. Kidder
$292K -$33.2K -1,054 -11%
OA
1834
Outfitter Advisors
Virginia
$292K
FCE
1835
Fiera Capital (Europe)
Cayman Islands
$290K
CNC
1836
Citizens & Northern Corp
Pennsylvania
$287K -$1.66M -52,769 -86%
AW
1837
Alpha Windward
Massachusetts
$287K +$2.96K +94 +1%
CWM
1838
Cabot Wealth Management
Massachusetts
$287K +$19.8K +629 +8%
TI
1839
Trexquant Investment
Connecticut
$287K +$279K +8,854 New
FWSM
1840
First Wilshire Securities Management
California
$286K
GIA
1841
Granite Investment Advisors
New Hampshire
$286K +$53.2K +1,688 +24%
CCM
1842
Copeland Capital Management
Pennsylvania
$285K
HIM
1843
Harbour Investment Management
Washington
$285K +$1.67K +53 +0.6%
PV
1844
Private Vista
Illinois
$285K +$279K +8,837 New
PNAA
1845
Pictet North America Advisors
Switzerland
$284K
BA
1846
BKS Advisors
Michigan
$284K +$2.49K +79 +0.9%
TFF
1847
The Family Firm
Maryland
$284K +$3.85K +122 +1%
WG
1848
Welch Group
Alabama
$283K +$17.8K +564 +7%
RCWMU
1849
Rothschild & Co Wealth Management (UK)
United Kingdom
$280K +$272K +8,621 New
LSA
1850
L & S Advisors
California
$278K +$270K +8,558 New

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.