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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
CB
176
Commerce Bank
Missouri
$96.4M +$4.39M +136,618 +5%
Loomis, Sayles & Company
177
Loomis, Sayles & Company
Massachusetts
$96M -$9.7M -301,889 -10%
EDRH
178
Edmond de Rothschild Holding
Switzerland
$95.7M -$4.05M -126,102 -4%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$95.7M +$3.01M +93,747 +3%
SCM
180
Shapiro Capital Management
Georgia
$92.5M -$1.95M -60,538 -2%
Comerica Bank
181
Comerica Bank
Texas
$92.4M +$16.9M +524,887 +23%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$89.7M +$1.46M +45,291 +2%
CCMH
183
Cornerstone Capital Management Holdings
New York
$88.5M +$9.94M +309,128 +13%
O
184
OrbiMed
New York
$87.8M
Millennium Management
185
Millennium Management
New York
$87.7M +$58M +1,804,893 +230%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$87.1M +$1.33M +41,279 +2%
SOMRS
187
State of Michigan Retirement System
Michigan
$86.4M -$22.2M -690,897 -21%
Toronto Dominion Bank
188
Toronto Dominion Bank
Ontario, Canada
$84.1M +$8.33M +259,086 +12%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$84.1M +$3.67M +114,139 +5%
MHI
190
Miller Howard Investments
New York
$83.6M +$11.9M +369,962 +18%
CIM
191
Confluence Investment Management
Missouri
$83.3M +$3.27M +101,769 +4%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$82.5M -$894K -27,821 -1%
SDIC
193
South Dakota Investment Council
South Dakota
$81.5M +$2.82M +87,640 +4%
GT
194
Glenmede Trust
Pennsylvania
$81.3M -$32.3M -1,004,364 -29%
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$80.7M +$3.1M +96,335 +4%
RCAMU
196
Rothschild & Co Asset Management US
Connecticut
$80.5M -$3.66M -113,846 -5%
ACI
197
AMP Capital Investors
Australia
$78.3M -$2.3M -71,447 -3%
SEI Investments
198
SEI Investments
Pennsylvania
$75.9M +$11.2M +349,604 +18%
JFL
199
Jarislowsky, Fraser Ltd
Quebec, Canada
$75.8M -$5.63M -175,199 -7%
BTS
200
BB&T Securities
Virginia
$73.9M -$685K -21,307 -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.