Pfizer
PFE
1,887 hedge funds and large institutions have $146B invested in Pfizer in 2015 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 694 increasing their positions, 841 reducing their positions, and 72 closing their positions.
43% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 72
39% more call options, than puts
Call options by funds: $1.89B | Put options by funds: $1.36B
1% more funds holding
Funds holding: 1,875 → 1,887 (+12)
1.49% less ownership
Funds ownership: 76.34% → 74.86% (-1.5%)
6% less capital invested
Capital invested by funds: $155B → $146B (-$8.75B)
12% less funds holding in top 10
Funds holding in top 10: 310 → 272 (-38)
17% less repeat investments, than reductions
Existing positions increased: 694 | Existing positions reduced: 841
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$635M |
| 2 |
JP Morgan Chase
New York
|
+$510M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$461M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$267M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$205M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$895M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$552M |
| 3 |
Bank of New York Mellon
New York
|
-$435M |
| 4 |
State Street
Boston,
Massachusetts
|
-$405M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$371M |
PFE Hedge Fund Activity: Q2 2015 in Review
1,887 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2015, worth a combined $146B — down 5.7% from $155B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new PFE positions and 72 closed out — a net gain of 31 holders — while 694 added to existing stakes and 841 trimmed.
The largest buyer was AJO LP, adding an estimated $635M. The largest seller was Goldman Sachs, cutting an estimated $895M.
- 1,887 institutional investors held Pfizer (PFE) as of Q2 2015, up from 1,875 in Q1 2015.
- Funds reported $146B of Pfizer stock for Q2 2015, down 5.7% quarter-over-quarter.
- 103 funds opened new Pfizer positions in Q2 2015 and 72 closed out, a net change of +31 holders.
- The largest Pfizer buyer in Q2 2015 was AJO LP, an estimated $635M added.
- The largest Pfizer seller in Q2 2015 was Goldman Sachs, an estimated $895M sold.
Based on aggregated 13F filings for Q2 2015.