We are live on ! Find out more

2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2001
MV Capital Management
Maryland
$262K -$2.46K -72 -0.9%
WLIM
2002
White Lighthouse Investment Management
Massachusetts
$262K +$260K +7,629 New
GKIM
2003
GW&K Investment Management
Massachusetts
$261K -$9.98M -292,765 -97%
AAM
2004
Autus Asset Management
Arizona
$261K -$1.26K -37 -0.5%
FCT
2005
Family Capital Trust
Massachusetts
$261K +$133K +3,900 +106%
VSWA
2006
Vontobel Swiss Wealth Advisors
Switzerland
$260K
ICM
2007
IMS Capital Management
Oregon
$260K +$29.9K +878 +13%
CFA
2008
Capstone Financial Advisors
Illinois
$259K -$6.34K -186 -2%
BOS
2009
Bank of Stockton
California
$259K
CIC
2010
Chase Investment Counsel
Virginia
$259K
BII
2011
Bainco International Investors
Massachusetts
$259K +$38.7K +1,136 +17%
CF
2012
Corrigan Financial
Rhode Island
$257K -$50K -1,465 -16%
AAM
2013
Aureus Asset Management
Massachusetts
$257K -$21.4K -627 -8%
EWM
2014
Empirical Wealth Management
Washington
$257K -$10.7K -315 -4%
MCTIC
2015
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$257K
GC
2016
Gilbert & Cook
Iowa
$254K -$2.42K -71 -1%
ZAM
2017
Zevin Asset Management
Massachusetts
$254K
VCM
2018
Versant Capital Management
Arizona
$254K +$18.3K +537 +8%
BCM
2019
BlueCrest Capital Management
Jersey
$254K +$252K +7,385 New
RPC
2020
Rossmore Private Capital
Connecticut
$254K +$252K +7,387 New
PM
2021
Parametrica Management
Hong Kong
$252K -$173K -5,062 -41%
BOIA
2022
Bush ODonnell Investment Advisors
Missouri
$252K
SRIM
2023
Saratoga Research & Investment Management
California
$252K
MC
2024
Marcus Capital
Illinois
$249K
RFO
2025
RiverGlades Family Offices
Florida
$247K +$245K +7,188 New

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.