We are live on ! Find out more

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
CFG
2051
CKW Financial Group
Hawaii
$13K
Walleye Trading
2052
Walleye Trading
New York
$11.5K +$976K +30,942 +10%
HA
2053
Harfst & Associates
Wyoming
$11K +$11.4K +362 New
MUS
2054
Mitsubishi UFJ Securities
Japan
$10K -$7.66K -243 -45%
SAM
2055
Solaris Asset Management
New York
$10K +$9.96K +316 New
SLF
2056
Sun Life Financial
Ontario, Canada
$9.65K +$2.27K +72 +26%
MIM
2057
Macroview Investment Management
Maryland
$8K +$32 +1 +0.4%
PO
2058
Private Ocean
California
$7K
SGAM
2059
Smith Group Asset Management
Texas
$7K +$4K +127 +155%
MAS
2060
Madden Advisory Services
Florida
$7K +$7.19K +228 New
TCM
2061
TD Capital Management
Tennessee
$6K
HCM
2062
Horrell Capital Management
Arkansas
$5K
SCA
2063
Stuart Chaussee & Associates
California
$5K +$4.67K +148 New
AUB
2064
Atlantic Union Bankshares
Virginia
$4.05K +$331K +10,513 +9%
CIM
2065
Contravisory Investment Management
Massachusetts
$4K
SA
2066
SRH Advisors
Kansas
$4K
AFIA
2067
America First Investment Advisors
Nebraska
$3K
CT
2068
Chicago Trust
Illinois
$2.32K -$51.6K -1,637 -2%
SEC
2069
Seven Eight Capital
New York
$2K +$1.48K +47 New
MBA
2070
McQueen Ball & Associates
Pennsylvania
$1.96K -$8.13K -258 -0.4%
GVT
2071
Genesee Valley Trust
New York
$1.94K +$280K +8,871 +17%
NDSI
2072
Newman Dignan & Sheerar Inc
Rhode Island
$1.45K +$99.4K +3,153 +8%
PRS
2073
Pinkerton Retirement Specialists
Idaho
$1K -$152K -4,833 -100%
SA
2074
SpiderRock Advisors
Delaware
$1K
USGIU
2075
U.S. Global Investors (USGI)
Texas
$650 +$89.7K +2,846 +17%

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.