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
FSCM
2051
Front Street Capital Management
Montana
$235K
JFA
2052
JNBA Financial Advisors
Minnesota
$235K
CAC
2053
Certified Advisory Corp
Florida
$235K +$234K +6,864 New
CSA
2054
Cottage Street Advisors
Massachusetts
$233K
TW
2055
Towerpoint Wealth
California
$232K +$230K +6,745 New
PP
2056
PDS Planning
Ohio
$232K +$231K +6,766 New
BCM
2057
Blume Capital Management
California
$231K
PP
2058
PrairieView Partners
Minnesota
$230K +$228K +6,690 New
HIM
2059
Harbour Investment Management
Washington
$229K -$18K -527 -7%
SG
2060
StoneX Group
New York
$229K -$6.96K -204 -3%
PWAG
2061
Polaris Wealth Advisory Group
California
$229K +$227K +6,670 New
AL
2062
Aspiriant LLC
California
$228K -$1.01M -29,624 -82%
PFA
2063
Paradigm Financial Advisors
Missouri
$228K -$43.9K -1,287 -16%
EBSAM
2064
Eubel Brady & Suttman Asset Management
Ohio
$228K -$784 -23 -0.3%
CRWM
2065
Castle Rock Wealth Management
California
$228K +$226K +6,629 New
ATIA
2066
American Trust Investment Advisors
New Hampshire
$227K
FHB
2067
First Hawaiian Bank
Hawaii
$226K +$3K +88 +1%
LFA
2068
Legacy Financial Advisors
Kentucky
$226K +$225K +6,591 New
NG
2069
NatWest Group
United Kingdom
$225K -$115K -3,373 -34%
CG
2070
CFO4Life Group
Texas
$225K +$6.82K +200 +3%
CHP
2071
Cable Hill Partners
Oregon
$224K -$33.8K -991 -13%
PFA
2072
Pinnacle Family Advisors
Missouri
$224K -$4.23K -124 -2%
IIA
2073
IPG Investment Advisors
California
$224K +$18K +527 +9%
FMB
2074
Field & Main Bank
Kentucky
$223K +$222K +6,498 New
SEIA
2075
Signature Estate & Investment Advisors
California
$221K +$9.75K +286 +5%

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.