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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
NCM
1976
Nelson Capital Management
California
$157K -$19.1K -606 -11%
ACPU
1977
Arrowgrass Capital Partners (US)
Delaware
$156K -$2.61M -82,740 -95%
FMP
1978
Financial Management Professionals
Texas
$154K
CAW
1979
Cornerstone Advisors (Washington)
Washington
$153K -$2.43K -77 -2%
LD
1980
Lipe & Dalton
New York
$148K +$32 +1 +0%
QAM
1981
QCI Asset Management
New York
$146K +$69.6K +2,208 +97%
LYV
1982
Live Your Vision
Pennsylvania
$143K +$126 +4 +0.1%
DBG
1983
De Burlo Group
Massachusetts
$143K +$140K +4,434 New
VIMU
1984
Veritas Investment Management (UK)
United Kingdom
$140K
GBBWRPM
1985
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$138K -$193K -6,130 -59%
RBC
1986
Roble Belko & Company
Pennsylvania
$137K +$473 +15 +0.4%
MIC
1987
MU Investments Company
Japan
$135K -$11.9K -379 -8%
PIM
1988
Parasol Investment Management
Illinois
$133K -$167K -5,281 -56%
FPTW
1989
Franklin, Parlapiano, Turner & Welch
Texas
$121K
CPP
1990
Crow Point Partners
Massachusetts
$121K +$83K +2,631 +242%
FCT
1991
Family Capital Trust
Massachusetts
$119K
LA
1992
Legacy Advisors
Pennsylvania
$116K
OFS
1993
Orrstown Financial Services
Pennsylvania
$112K +$20.3K +645 +23%
AA
1994
AlphaMark Advisors
Kentucky
$110K +$29.1K +923 +37%
IDBONY
1995
Israel Discount Bank of New York
New York
$109K -$547K -17,354 -84%
RFWA
1996
RPg Family Wealth Advisory
Massachusetts
$106K +$34.4K +1,091 +50%
ACM
1997
AUA Capital Management
Pennsylvania
$103K -$173K -5,481 -63%
CG
1998
Cutler Group
California
$102K -$4.05M -128,330 -98%
APSP
1999
Asset Planning Services (Pennsylvania)
Pennsylvania
$101K +$4.57K +145 +5%
PCM
2000
Prelude Capital Management
New York
$100K -$1.03M -32,549 -91%

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.