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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
BCM
2026
Breiter Capital Management
Florida
$247K +$245K +7,197 New
LRIC
2027
Long Road Investment Counsel
Michigan
$246K
WCM
2028
Wedge Capital Management
North Carolina
$246K +$4.84K +142 +2%
RW
2029
REDW Wealth
New Mexico
$245K -$13.7K -403 -5%
DOA
2030
D'Orazio & Associates
Virginia
$245K +$41.4K +1,214 +21%
BIA
2031
Bigelow Investment Advisors
Maine
$245K +$243K +7,135 New
JT
2032
Jump Trading
Illinois
$244K +$242K +7,086 New
RCM
2033
RB Capital Management
Nevada
$243K -$546 -16 -0.2%
SNBOSCI
2034
Security National Bank of Sioux City Iowa
Iowa
$243K
PAA
2035
Peregrine Asset Advisers
Oregon
$243K +$921 +27 +0.4%
CAM
2036
Concorde Asset Management
Michigan
$242K -$119K -3,501 -33%
CCM
2037
Chickasaw Capital Management
Tennessee
$242K
EDRIA
2038
Edmonds Duncan Registered Investment Advisors
Kansas
$242K
TIM
2039
Total Investment Management
Arizona
$241K +$102 +3 +0%
PV
2040
Private Vista
Illinois
$240K -$223K -6,539 -48%
MCM
2041
Mitchell Capital Management
Kansas
$240K +$238K +6,973 New
CF
2042
Centaurus Financial
California
$240K +$238K +6,993 New
LWA
2043
Lenox Wealth Advisors
New York
$239K +$207K +6,084 +706%
CWM
2044
Confluence Wealth Management
Oregon
$239K +$237K +6,941 New
OAM
2045
Oak Asset Management
California
$237K +$235K +6,883 New
CW
2046
Cobiz Wealth
Colorado
$236K
SHIM
2047
Stone House Investment Management
Pennsylvania
$236K +$2.05K +60 +0.9%
TCM
2048
Tufton Capital Management
Maryland
$236K +$2.69K +79 +1%
AC
2049
Avestar Capital
New York
$236K +$240K +7,032 New
CM
2050
Castleark Management
Illinois
$235K

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.