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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
TWMP
1976
Taylor Wealth Management Partners
Massachusetts
$97K
RIA
1977
RPG Investment Advisory
California
$92K +$64K +1,990 +277%
RBC
1978
Roble Belko & Company
Pennsylvania
$82K -$27.8K -865 -26%
RAM
1979
Riggs Asset Management
Pennsylvania
$81K
MIC
1980
MU Investments Company
Japan
$77K -$20.3K -633 -22%
BC
1981
Barnett & Company
Tennessee
$70K
T2I
1982
Turim 21 Investimentos
Brazil
$70K +$66.4K +2,066 New
DPA
1983
Delphi Private Advisors
California
$68K
LWM
1984
Lenox Wealth Management
Ohio
$60K +$18.6K +580 +49%
HS
1985
Horan Securities
United States
$57K +$289 +9 +0.5%
EMG
1986
ETF Managers Group
New Jersey
$56K +$4.66K +145 +10%
KAS
1987
Kemnay Advisory Services
New York
$54K
MCC
1988
Malaga Cove Capital
California
$54K +$50.8K +1,581 New
MWM
1989
MinichMacGregor Wealth Management
New York
$53K -$9.42K -293 -16%
VC
1990
Vestor Capital
Illinois
$53K +$9.03K +281 +22%
IP
1991
Isthmus Partners
Wisconsin
$52K
FFW
1992
Fusion Family Wealth
New York
$47K -$41.3K -1,285 -48%
SHJ
1993
Sharkey, Howes & Javer
Colorado
$45K
LIM
1994
Lagoda Investment Management
New York
$44K
GWA
1995
Guidant Wealth Advisors
Illinois
$41K
WAM
1996
Watermark Asset Management
California
$41K +$289 +9 +0.8%
CIM
1997
Contravisory Investment Management
Massachusetts
$40K +$38.2K +1,190 New
BIMC
1998
Benson Investment Management Company
Virginia
$36K
LGWM
1999
Litman Gregory Wealth Management
California
$36K
CFN
2000
Cordasco Financial Network
Florida
$35K -$10.2K -316 -23%

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.