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
SWK
2076
Stephen W. Kidder
$220K -$15.7K -460 -7%
NQWM
2077
Northwest Quadrant Wealth Management
Oregon
$220K -$1.47K -43 -0.6%
DP
2078
Denver PWM
Colorado
$219K +$1.77K +52 +0.8%
HI
2079
Harrington Investments
California
$219K +$218K +6,384 New
AIA
2080
Allied Investment Advisors
Montana
$218K +$216K +6,338 New
UF
2081
Univest Financial
Pennsylvania
$217K -$1.91K -56 -0.9%
HCMT
2082
Highland Capital Management (Texas)
Texas
$217K
PGCM
2083
Prescott Group Capital Management
Oklahoma
$217K
RVPG
2084
Relative Value Partners Group
$217K
SM
2085
Salzhauer Michael
$217K
SAM
2086
Shikiar Asset Management
New York
$217K
CIA
2087
CCM Investment Advisers
South Carolina
$217K +$5.93K +174 +3%
ODCM
2088
Old Dominion Capital Management
Virginia
$217K +$215K +6,303 New
ACM
2089
Alta Capital Management
Utah
$216K
PFC
2090
Phocas Financial Corp
California
$216K
PWM
2091
Perigon Wealth Management
California
$214K -$494K -14,475 -70%
VWA
2092
V Wealth Advisors
Kansas
$214K +$208K +6,111 New
XS
2093
XML Securities
Maryland
$214K +$213K +6,240 New
DBG
2094
De Burlo Group
Massachusetts
$213K -$37.7K -1,107 -15%
DCM
2095
Dimension Capital Management
Florida
$212K -$36.6K -1,073 -15%
PCFFS
2096
Pacific Center for Financial Services
California
$212K
PCP
2097
Proficio Capital Partners
Massachusetts
$211K +$4.09K +120 +2%
TI
2098
Truepoint Inc
Ohio
$210K -$182K -5,329 -47%
MCM
2099
Mainstay Capital Management
Michigan
$210K +$208K +6,104 New
KA
2100
Kaizen Advisory
Illinois
$209K +$207K +6,081 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.