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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
TJHA
2001
Thomas J. Herzfeld Advisors
Florida
$35K +$225 +7 +0.7%
PS
2002
Portfolio Solutions
Michigan
$33K -$220K -6,848 -88%
MUS
2003
Mitsubishi UFJ Securities
Japan
$33K -$40.7K -1,265 -56%
OFS
2004
Orrstown Financial Services
Pennsylvania
$33K
PFO
2005
Pathstone Family Office
New Jersey
$29K -$279K -8,695 -91%
MAM
2006
Magellan Asset Management
Australia
$29K
LWA
2007
Lenox Wealth Advisors
New York
$29K +$514 +16 +2%
IF
2008
Ironwood Financial
Arizona
$27K
BCI
2009
Brinker Capital Investments
Pennsylvania
$27K +$8.87K +276 +52%
Capstone Investment Advisors
2010
Capstone Investment Advisors
New York
$24K -$211K -6,550 -90%
WCM
2011
Wealthcare Capital Management
Virginia
$24K
CWM
2012
Cedar Wealth Management
California
$23K
IR
2013
Invictus RG
Bermuda
$21K +$7.78K +242 +62%
Walleye Trading
2014
Walleye Trading
New York
$15.2K +$1.71M +53,081 +13%
LBG
2015
Lloyds Banking Group
United Kingdom
$15K
CFG
2016
CKW Financial Group
Hawaii
$14K
TCM
2017
TD Capital Management
Tennessee
$13K +$6.17K +192 +98%
AWMS
2018
Advocacy Wealth Management Services
Georgia
$12K +$11.6K +360 New
KIG
2019
Kessler Investment Group
Indiana
$12K +$11.9K +369 New
LWA
2020
Lowe Wealth Advisors
Maryland
$11K -$2.8K -87 -22%
GI
2021
GS Investments
Minnesota
$10.7K -$17.5K -546 -63%
SCA
2022
Stuart Chaussee & Associates
California
$10K
MIM
2023
Macroview Investment Management
Maryland
$9K +$32 +1 +0.4%
SC
2024
SouthState Corp
Florida
$8.27K +$91.7K +2,853 +1%
ACM
2025
Aviance Capital Management
Florida
$7K -$6.52M -202,928 -100%

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.