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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
CC
1876
Cornerstone Capital
California
$257K -$93K -2,951 -27%
IPAM
1877
ICICI Prudential Asset Management
India
$257K
PIA
1878
Peachtree Investment Advisors
Georgia
$257K +$3.34K +106 +1%
PFA
1879
Paradigm Financial Advisors
Missouri
$256K +$15.2K +481 +6%
WCF
1880
West Coast Financial
California
$255K -$4.57K -145 -2%
MCM
1881
Marathon Capital Management
Maryland
$254K
PS
1882
Portfolio Solutions
Michigan
$254K +$95 +3 +0%
DWM
1883
Dakota Wealth Management
Florida
$252K +$244K +7,754 New
SLA
1884
Silver Lake Advisory
Utah
$251K -$20.7K -656 -8%
PM
1885
Parametrica Management
Hong Kong
$251K +$244K +7,732 New
CCM
1886
Compass Capital Management
Minnesota
$250K -$210K -6,657 -46%
PAA
1887
Peregrine Asset Advisers
Oregon
$250K +$1.07K +34 +0.4%
AIP
1888
Almanack Investment Partners
Pennsylvania
$250K +$243K +7,693 New
EWM
1889
Empirical Wealth Management
Washington
$249K -$25.2K -800 -9%
ACM
1890
Alta Capital Management
Utah
$248K -$7.57K -240 -3%
TCM
1891
Telos Capital Management
California
$247K -$168K -5,322 -41%
FP
1892
FDO Partners
Massachusetts
$246K -$750K -23,803 -76%
BCM
1893
Bienville Capital Management
New York
$245K -$18.4K -585 -7%
SHIM
1894
Stone House Investment Management
Pennsylvania
$245K +$2.21K +70 +0.9%
AC
1895
Alexandria Capital
Virginia
$245K +$8.13K +258 +4%
CIC
1896
Chase Investment Counsel
Virginia
$245K +$26.2K +832 +12%
BLA
1897
Balter Liquid Alternatives
Massachusetts
$244K -$253K -8,034 -52%
MCTIC
1898
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$243K -$7.66K -243 -3%
HA
1899
Hays Advisory
Tennessee
$243K +$24.5K +777 +12%
JWM
1900
Jacobus Wealth Management
Wisconsin
$242K -$97.2K -3,083 -29%

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.