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
AGM
1876
Alpine Global Management
New York
$248K +$235K +7,321 New
DWM
1877
Dakota Wealth Management
Florida
$247K +$1.7K +53 +0.7%
DCM
1878
Dimension Capital Management
Florida
$245K -$11.9K -369 -5%
MC
1879
Marcus Capital
Illinois
$245K
HIM
1880
Harbour Investment Management
Washington
$244K
GA
1881
Gateway Advisory
New Jersey
$243K
LRIC
1882
Long Road Investment Counsel
Michigan
$242K
SNBOSCI
1883
Security National Bank of Sioux City Iowa
Iowa
$240K -$72.6K -2,260 -24%
GIP
1884
Greatmark Investment Partners
Georgia
$240K -$5.08K -158 -2%
PAA
1885
Peregrine Asset Advisers
Oregon
$238K -$23K -716 -9%
CCM
1886
Chickasaw Capital Management
Tennessee
$238K
TIM
1887
Total Investment Management
Arizona
$238K +$129 +4 +0.1%
WCM
1888
Wedge Capital Management
North Carolina
$238K +$10.2K +318 +5%
SWA
1889
SFMG Wealth Advisors
Texas
$237K -$6.78K -211 -3%
PAMG
1890
Patton Albertson Miller Group
Tennessee
$237K -$4.34K -135 -2%
EDRIA
1891
Edmonds Duncan Registered Investment Advisors
Kansas
$237K
AIM
1892
Acropolis Investment Management
Missouri
$236K +$34.4K +1,069 +18%
SAM
1893
Solaris Asset Management
New York
$236K +$214K +6,651 +2,105%
SG
1894
StoneX Group
New York
$232K -$1.68M -52,247 -88%
CW
1895
Cobiz Wealth
Colorado
$232K -$104K -3,235 -32%
SWK
1896
Stephen W. Kidder
$232K -$67.8K -2,108 -23%
FSCM
1897
Front Street Capital Management
Montana
$232K -$46.7K -1,453 -18%
CM
1898
Castleark Management
Illinois
$232K
JFA
1899
JNBA Financial Advisors
Minnesota
$232K
VCM
1900
Versant Capital Management
Arizona
$232K +$3.08K +96 +1%

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.