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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$93.1M +$2.08M +60,968 +2%
SCM
177
Shapiro Capital Management
Georgia
$91.1M -$2.74M -80,335 -3%
SEI Investments
178
SEI Investments
Pennsylvania
$91M +$13.9M +406,917 +18%
SI
179
Sentry Investments
Ontario, Canada
$90.7M -$10.3M -302,866 -10%
CIM
180
Confluence Investment Management
Missouri
$87.1M +$2.58M +75,628 +3%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$87M -$1.34M -39,371 -2%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$86.9M +$3.15M +92,504 +4%
SOMRS
183
State of Michigan Retirement System
Michigan
$85.4M -$2.29M -67,035 -3%
RCAMU
184
Rothschild & Co Asset Management US
Connecticut
$79.2M -$2.39M -70,137 -3%
MHI
185
Miller Howard Investments
New York
$78.6M -$6.18M -181,177 -7%
CCMH
186
Cornerstone Capital Management Holdings
New York
$78.2M -$11.4M -335,478 -13%
BTS
187
BB&T Securities
Virginia
$77.8M +$2.78M +81,603 +4%
PAMP
188
Polar Asset Management Partners
Ontario, Canada
$77.3M +$76.7M +2,249,236 New
JFL
189
Jarislowsky, Fraser Ltd
Quebec, Canada
$76.7M -$237K -6,960 -0.3%
ACI
190
AMP Capital Investors
Australia
$75.9M -$3.55M -103,984 -4%
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$74.6M +$17.1M +500,868 +30%
PAM
192
Panagora Asset Management
Massachusetts
$74.5M -$46M -1,348,306 -38%
EDRH
193
Edmond de Rothschild Holding
Switzerland
$74.2M -$22.8M -667,710 -24%
SCM
194
Sterling Capital Management
North Carolina
$73.2M -$1.24M -36,299 -2%
ZIM
195
Zacks Investment Management
Illinois
$72.7M +$1.33M +38,879 +2%
Calamos Advisors
196
Calamos Advisors
Illinois
$71.9M -$1.64M -47,979 -2%
BCM
197
Bridgeway Capital Management
Texas
$70.2M +$838K +24,579 +1%
HNB
198
Huntington National Bank
Ohio
$70.1M +$952K +27,923 +1%
SLAM
199
Swiss Life Asset Management
$70M +$17.9M +525,043 +35%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$69.6M +$2.67M +78,272 +4%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.