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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
SAM
1926
Shamrock Asset Management
Texas
$223K -$13.2K -418 -6%
PCMK
1927
Paragon Capital Management (Kansas)
Kansas
$222K -$7.98K -253 -4%
CM
1928
Castleark Management
Illinois
$222K
CSA
1929
Cottage Street Advisors
Massachusetts
$220K -$9.18K -291 -4%
BWFA
1930
Baltimore-Washington Financial Advisors
Maryland
$220K +$214K +6,780 New
Tudor Investment Corp
1931
Tudor Investment Corp
Connecticut
$219K -$150K -4,743 -41%
ZAM
1932
Zevin Asset Management
Massachusetts
$219K -$134K -4,249 -39%
ERIM
1933
Eagle Ridge Investment Management
Connecticut
$218K -$119K -3,777 -36%
BCM
1934
Blume Capital Management
California
$218K
PAMG
1935
Patton Albertson Miller Group
Tennessee
$218K +$217K +6,890 New
CC
1936
Cedar Capital
Illinois
$217K +$211K +6,688 New
SQA
1937
Simon Quick Advisors
New Jersey
$216K +$193K +6,124 +1,162%
EBSAM
1938
Eubel Brady & Suttman Asset Management
Ohio
$215K +$1.77K +56 +0.9%
DPI
1939
Diversified Portfolios Inc
Michigan
$214K -$2.65K -84 -1%
FSA
1940
Financial Sense Advisors
California
$212K -$43.1K -1,367 -17%
RVM
1941
Robinson Value Management
Texas
$212K
VNA
1942
VNBTrust National Association
Virginia
$211K +$205K +6,511 New
SWA
1943
SFMG Wealth Advisors
Texas
$210K -$5.61K -178 -3%
NQWM
1944
Northwest Quadrant Wealth Management
Oregon
$210K -$2.81K -89 -1%
CC
1945
Capital Counsel
New York
$209K -$42.5K -1,348 -17%
CG
1946
CFO4Life Group
Texas
$209K +$203K +6,454 New
SFSIG
1947
San Francisco Sentry Investment Group
California
$208K -$2.65K -84 -1%
LIA
1948
LBMC Investment Advisors
Tennessee
$208K +$202K +6,396 New
ATIA
1949
American Trust Investment Advisors
New Hampshire
$206K -$40.2K -1,276 -17%
IAM
1950
Integre Asset Management
New York
$206K +$200K +6,337 New

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.