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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
TWMP
2001
Taylor Wealth Management Partners
Massachusetts
$99K
WP
2002
WealthPLAN Partners
Nebraska
$96.4K +$93.7K +2,971 New
RPG
2003
Risk Paradigm Group
Texas
$96.1K -$56.3K -1,785 -38%
MIHAS
2004
Maj Invest Holding A/S
Denmark
$95K +$92.1K +2,921 New
BRC
2005
Bell Rock Capital
Delaware
$92K -$44.5K -1,410 -33%
FFW
2006
Fusion Family Wealth
New York
$89K -$24.8K -786 -22%
DSN
2007
D. Scott Neal
Kentucky
$89K
CIA
2008
Cascade Investment Advisors
Oregon
$84.5K +$6.62K +210 +9%
RWML
2009
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$84.3K -$4.45K -141 -5%
RAM
2010
Riggs Asset Management
Pennsylvania
$84K -$24K -762 -23%
HCC
2011
Hirtle Callaghan & Co
Pennsylvania
$82K
AIM
2012
Acrospire Investment Management
Illinois
$72K -$33.2K -1,054 -32%
VC
2013
Vestor Capital
Illinois
$72K
FPA
2014
Fieldpoint Private Advisors
New York
$68K -$3.21M -101,969 -98%
TJHA
2015
Thomas J. Herzfeld Advisors
Florida
$68K +$221 +7 +0.3%
LGWM
2016
Litman Gregory Wealth Management
California
$68K +$33.2K +1,054 +100%
ABA
2017
American Beacon Advisors
Texas
$65.5K +$63.6K +2,018 New
DPA
2018
Delphi Private Advisors
California
$65K -$29.1K -924 -32%
MWM
2019
MinichMacGregor Wealth Management
New York
$62K -$4.82K -153 -7%
LWM
2020
Lenox Wealth Management
Ohio
$55K -$30.3K -961 -36%
HS
2021
Horan Securities
United States
$53K +$51.8K +1,643 New
KAS
2022
Kemnay Advisory Services
New York
$51K
HIM
2023
Hillsdale Investment Management
Ontario, Canada
$50K -$299K -9,476 -86%
CFS
2024
Commonwealth Financial Services
West Virginia
$50K
IP
2025
Isthmus Partners
Wisconsin
$50K

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.