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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
RWM
1826
Ritholtz Wealth Management
New York
$290K +$276K +8,575 New
HHGA
1827
Halbert Hargrove Global Advisors
California
$287K -$129 -4 -0%
EA
1828
Elm Advisors
California
$287K
TIM
1829
Tortoise Investment Management
New York
$286K +$84.7K +2,635 +45%
BCM
1830
Bienville Capital Management
New York
$285K +$28.6K +889 +12%
FCIM
1831
Fairview Capital Investment Management
California
$285K +$40.1K +1,247 +17%
WA
1832
WealthTrust-Arizona
Arizona
$285K +$41.4K +1,288 +18%
PIA
1833
Peachtree Investment Advisors
Georgia
$284K -$23.7K -738 -8%
MIAN
1834
Mariner Independent Advisor Network
Kansas
$283K -$4.37M -136,024 -94%
CCM
1835
Copeland Capital Management
Pennsylvania
$282K
MGIA
1836
Matthew Goff Investment Advisor
Texas
$280K -$31K -963 -10%
CC
1837
Cedar Capital
Illinois
$279K -$17.8K -554 -6%
SMH
1838
Sanders Morris Harris
Texas
$279K
SIAS
1839
Shine Investment Advisory Services
Colorado
$279K +$162K +5,041 +158%
HFM
1840
Hartford Financial Management
Connecticut
$277K -$26.3K -817 -9%
ACM
1841
AUA Capital Management
Pennsylvania
$276K
CC
1842
Cornerstone Capital
California
$276K +$7.52K +234 +3%
AAM
1843
Aureus Asset Management
Massachusetts
$274K -$2.09K -65 -0.8%
IC
1844
InterOcean Capital
Illinois
$274K +$260K +8,087 New
SLA
1845
Silver Lake Advisory
Utah
$273K +$1.22K +38 +0.5%
VCM
1846
Vivaldi Capital Management
Illinois
$272K +$2.57K +80 +1%
WG
1847
Welch Group
Alabama
$270K -$656K -20,396 -72%
OA
1848
Outfitter Advisors
Virginia
$269K -$33.9K -1,054 -12%
CIC
1849
Cutler Investment Counsel
Oregon
$269K
IPAM
1850
ICICI Prudential Asset Management
India
$268K

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.