We are live on ! Find out more

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
PFA
1851
Paradigm Financial Advisors
Missouri
$268K +$161 +5 +0.1%
BCAM
1852
Boston Common Asset Management
Massachusetts
$268K +$255K +7,920 New
PCMK
1853
Paragon Capital Management (Kansas)
Kansas
$265K +$32 +1 +0%
CP
1854
Camelot Portfolios
Ohio
$264K -$2.22K -69 -0.9%
EWM
1855
Empirical Wealth Management
Washington
$264K +$9.19K +286 +4%
CFA
1856
Capstone Financial Advisors
Illinois
$262K -$20.4K -634 -8%
NPF
1857
Norris Perne & French
Michigan
$262K +$2.86K +89 +1%
MCM
1858
MV Capital Management
Maryland
$261K -$18.6K -580 -7%
GEA
1859
Glen Eagle Advisors
New Jersey
$261K -$71.8K -2,234 -23%
AAM
1860
Autus Asset Management
Arizona
$258K +$18.9K +589 +8%
CBB
1861
Citizens Business Bank
California
$257K
VSWA
1862
Vontobel Swiss Wealth Advisors
Switzerland
$256K -$15.9K -495 -6%
RW
1863
REDW Wealth
New Mexico
$256K -$9.03K -281 -4%
BOS
1864
Bank of Stockton
California
$256K -$1.8K -56 -0.7%
CIC
1865
Chase Investment Counsel
Virginia
$256K
CNB
1866
Camden National Bank
Maine
$255K +$5.14K +160 +2%
JWM
1867
Jacobus Wealth Management
Wisconsin
$253K
MCTIC
1868
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$253K
GC
1869
Gilbert & Cook
Iowa
$252K -$298K -9,271 -55%
CHP
1870
Cable Hill Partners
Oregon
$251K +$126K +3,927 +113%
ZAM
1871
Zevin Asset Management
Massachusetts
$250K +$20.2K +629 +9%
SRIM
1872
Saratoga Research & Investment Management
California
$249K
AC
1873
Alexandria Capital
Virginia
$248K -$3.63K -113 -2%
BOIA
1874
Bush ODonnell Investment Advisors
Missouri
$248K
DBG
1875
De Burlo Group
Massachusetts
$248K

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.