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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
SM
1926
Salzhauer Michael
$214K
ACM
1927
Alta Capital Management
Utah
$213K -$25.2K -785 -11%
DP
1928
Denver PWM
Colorado
$213K +$204K +6,351 New
PCFFS
1929
Pacific Center for Financial Services
California
$209K
CIA
1930
CCM Investment Advisers
South Carolina
$208K -$42.7K -1,328 -18%
SEIA
1931
Signature Estate & Investment Advisors
California
$208K -$20.5K -637 -9%
SQA
1932
Simon Quick Advisors
New Jersey
$206K
ANTB
1933
AMG National Trust Bank
Colorado
$205K +$195K +6,064 New
AIP
1934
Ahrens Investment Partners
Louisiana
$204K +$193K +6,009 New
PCP
1935
Proficio Capital Partners
Massachusetts
$203K -$567K -17,646 -75%
SNB
1936
Security National Bank
Nebraska
$203K +$193K +5,999 New
IIA
1937
IPG Investment Advisors
California
$202K +$192K +5,977 New
VI
1938
Versor Investments
New York
$202K -$40.7K -1,265 -17%
ACM
1939
AlphaStar Capital Management
North Carolina
$202K +$191K +5,951 New
HCM
1940
Hodges Capital Management
Texas
$202K +$191K +5,954 New
DOA
1941
D'Orazio & Associates
Virginia
$200K -$22.8K -708 -11%
ACM
1942
Armbruster Capital Management
New York
$199K -$30.4K -946 -14%
SAM
1943
Shamrock Asset Management
Texas
$191K -$13.3K -415 -7%
SC
1944
SRB Corp
Massachusetts
$191K +$181K +5,643 New
PA
1945
Perennial Advisors
New York
$183K
FWC
1946
First Washington Corp
Washington
$179K
CWM
1947
Cranbrook Wealth Management
Michigan
$178K
PG
1948
Patten Group
Tennessee
$173K
ABA
1949
American Beacon Advisors
Texas
$172K +$98.3K +3,057 +151%
CWM
1950
Catamount Wealth Management
Connecticut
$171K -$13.6K -422 -8%

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.