We are live on ! Find out more

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
SM
1951
Salzhauer Michael
$205K
PGCM
1952
Prescott Group Capital Management
Oklahoma
$205K +$199K +6,324 New
KB
1953
Kimelman & Baird
New York
$203K +$197K +6,253 New
PFA
1954
Pinnacle Family Advisors
Missouri
$202K +$197K +6,238 New
IC
1955
InterOcean Capital
Illinois
$201K -$121K -3,848 -38%
LBC
1956
Lawrence B. Cohen
$201K +$196K +6,207 New
TIM
1957
Tortoise Investment Management
New York
$200K +$2.33K +74 +1%
BL
1958
Balentine LLC
Georgia
$199K +$30.3K +962 +19%
CAM
1959
ClariVest Asset Management
California
$197K -$5.3K -168 -3%
PCFFS
1960
Pacific Center for Financial Services
California
$196K
PHK
1961
Point72 Hong Kong
Hong Kong
$194K +$189K +5,991 New
VIM
1962
Veritas Investment Management
United Kingdom
$193K
ACM
1963
Armbruster Capital Management
New York
$191K
Capstone Investment Advisors
1964
Capstone Investment Advisors
New York
$181K -$979K -31,040 -85%
DOA
1965
D'Orazio & Associates
Virginia
$180K +$946 +30 +0.5%
AIM
1966
Acropolis Investment Management
Missouri
$180K +$3.34K +106 +2%
CWM
1967
Catamount Wealth Management
Connecticut
$178K -$1.53M -48,531 -90%
PG
1968
Patten Group
Tennessee
$177K +$8.39K +266 +5%
CWM
1969
Cranbrook Wealth Management
Michigan
$171K -$2.3K -73 -1%
FWC
1970
First Washington Corp
Washington
$171K
TI
1971
Turner Investments
Pennsylvania
$170K -$1.47M -46,629 -90%
HCA
1972
Heck Capital Advisors
Wisconsin
$163K -$7.32K -232 -4%
PA
1973
Perennial Advisors
New York
$163K -$55.6K -1,763 -26%
CHP
1974
Cable Hill Partners
Oregon
$160K +$8.8K +279 +6%
SIAP
1975
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$159K +$29.7K +941 +24%

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.