We are live on ! Find out more

2,049 hedge funds and large institutions have $141B invested in Pfizer in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 814 increasing their positions, 911 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% less ownership

Funds ownership: 74.86%73.89% (-0.97%)

3% less capital invested

Capital invested by funds: $145B → $141B (-$4.15B)

3% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 86

1% less funds holding

Funds holding: 2,0742,049 (-25)

9% less funds holding in top 10

Funds holding in top 10: 180164 (-16)

11% less repeat investments, than reductions

Existing positions increased: 814 | Existing positions reduced: 911

12% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.24B

Holders
2,049
Holders Change
-25
Holders Change %
-1.21%
% of All Funds
51.08%
Holding in Top 10
164
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.89%
% of All Funds
4.09%
New
83
Increased
814
Reduced
911
Closed
86
Calls
$1.09B
Puts
$1.24B
Net Calls
-$144M
Net Calls Change
+$358M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
2001
Kemnay Advisory Services
New York
$50K
HIM
2002
Hillsdale Investment Management
Ontario, Canada
$50K +$347 +11 +0.7%
IP
2003
Isthmus Partners
Wisconsin
$49K
CPP
2004
Crow Point Partners
Massachusetts
$48K -$69.4K -2,202 -59%
EMG
2005
ETF Managers Group
New Jersey
$48K +$47.3K +1,501 New
CFN
2006
Cordasco Financial Network
Florida
$43K -$1.48K -47 -3%
SHJ
2007
Sharkey, Howes & Javer
Colorado
$42K -$820 -26 -2%
VC
2008
Vestor Capital
Illinois
$41K -$29.2K -925 -42%
LIM
2009
Lagoda Investment Management
New York
$41K
LWM
2010
Lenox Wealth Management
Ohio
$38K -$15.4K -488 -29%
WAM
2011
Watermark Asset Management
California
$38K +$347 +11 +0.9%
GWA
2012
Guidant Wealth Advisors
Illinois
$38K +$21.4K +677 +128%
LGWM
2013
Litman Gregory Wealth Management
California
$34K -$33.2K -1,054 -50%
BIMC
2014
Benson Investment Management Company
Virginia
$34K
TJHA
2015
Thomas J. Herzfeld Advisors
Florida
$33K -$33.8K -1,071 -51%
OFS
2016
Orrstown Financial Services
Pennsylvania
$31K -$78.1K -2,477 -72%
CFD
2017
Creative Financial Designs
Indiana
$30K -$2.9K -92 -9%
GI
2018
GS Investments
Minnesota
$27.5K +$27.2K +862 New
MAM
2019
Magellan Asset Management
Australia
$27K
LWA
2020
Lenox Wealth Advisors
New York
$27K +$252 +8 +1%
IF
2021
Ironwood Financial
Arizona
$25K
RIA
2022
RPG Investment Advisory
California
$23K +$22.6K +718 New
WCM
2023
Wealthcare Capital Management
Virginia
$22K -$946 -30 -4%
CWM
2024
Cedar Wealth Management
California
$22K
BCI
2025
Brinker Capital Investments
Pennsylvania
$17K -$8.58K -272 -34%