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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
WAP
2026
Wealthcare Advisory Partners
Pennsylvania
$48K
CFN
2027
Cordasco Financial Network
Florida
$46K +$662 +21 +2%
BC
2028
Barnett & Company
Tennessee
$43K -$32.2K -1,022 -43%
SHJ
2029
Sharkey, Howes & Javer
Colorado
$43K +$820 +26 +2%
LIM
2030
Lagoda Investment Management
New York
$42K
IUHSA
2031
Itau Unibanco Holding S.A.
Brazil
$39K +$37.9K +1,202 New
WAM
2032
Watermark Asset Management
California
$38K +$37.1K +1,177 New
BIMC
2033
Benson Investment Management Company
Virginia
$34K
CFD
2034
Creative Financial Designs
Indiana
$34K +$12.9K +410 +66%
WAS
2035
Winch Advisory Services
Wisconsin
$28K +$4.98K +158 +23%
LWA
2036
Lenox Wealth Advisors
New York
$27K -$32.9K -1,045 -55%
BCI
2037
Brinker Capital Investments
Pennsylvania
$26K
IF
2038
Ironwood Financial
Arizona
$26K
UWPG
2039
Ullmann Wealth Partners Group
Florida
$25K +$24.7K +782 New
NYLT
2040
New York Life Trust
New York
$24K -$272K -8,618 -92%
WCM
2041
Wealthcare Capital Management
Virginia
$24K +$9.96K +316 +77%
AAF
2042
Andra AP-fonden
Sweden
$22.7K -$315K -9,987 -1%
CWM
2043
Cedar Wealth Management
California
$22K
GWA
2044
Guidant Wealth Advisors
Illinois
$17K
LWA
2045
Lowe Wealth Advisors
Maryland
$17K +$4.1K +130 +32%
FPF
2046
FNY Partners Fund
New York
$17K +$16.6K +527 New
FMA
2047
FNY Managed Accounts
New York
$16K +$16.2K +514 New
LBG
2048
Lloyds Banking Group
United Kingdom
$15K
IR
2049
Invictus RG
Bermuda
$15K +$883 +28 +6%
BCFS
2050
Butensky & Cohen Financial Security
Florida
$13K

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.