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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
EWM
2101
Elite Wealth Management
Washington
$209K +$208K +6,088 New
SIAS
2102
Shine Investment Advisory Services
Colorado
$208K -$74.9K -2,197 -27%
AC
2103
Allstate Corporation
Illinois
$208K +$206K +6,056 New
OKSA
2104
O'Keefe Stevens Advisory
New York
$207K +$206K +6,034 New
HC
2105
Hamilton Capital
Ohio
$207K +$206K +6,035 New
SNB
2106
Security National Bank
Nebraska
$206K
TIA
2107
Tandem Investment Advisors
South Carolina
$206K +$204K +5,996 New
BFG
2108
Barber Financial Group
Kansas
$205K +$203K +5,967 New
CCA
2109
Conservest Capital Advisors
Pennsylvania
$205K +$204K +5,971 New
CCC
2110
Chelsea Counsel Company
California
$204K -$89.8K -2,635 -31%
GIP
2111
Greatmark Investment Partners
Georgia
$204K -$39.4K -1,155 -16%
JA
2112
JOYN Advisors
Georgia
$204K +$202K +5,937 New
CB
2113
Cooke & Bieler
Pennsylvania
$203K -$25.9K -759 -11%
ACM
2114
Armbruster Capital Management
New York
$202K
JCM
2115
Jag Capital Management
Missouri
$201K +$199K +5,842 New
OIWM
2116
OptiFour Integrated Wealth Management
Virginia
$201K +$200K +5,863 New
PA
2117
Perennial Advisors
New York
$199K +$13.5K +396 +7%
WWMSC
2118
Wagner Wealth Management (South Carolina)
South Carolina
$197K +$194K +5,686 New
MCMT
2119
Moon Capital Management (Tennessee)
Tennessee
$196K +$195K +5,710 New
ABA
2120
American Beacon Advisors
Texas
$195K +$20.5K +602 +12%
PWM
2121
Paulson Wealth Management
Illinois
$195K +$194K +5,678 New
SC
2122
SRB Corp
Massachusetts
$194K
SAM
2123
Shamrock Asset Management
Texas
$194K +$102 +3 +0.1%
PWPS
2124
Pinnacle Wealth Planning Services
Ohio
$194K +$192K +5,630 New
CIA
2125
Cascade Investment Advisors
Oregon
$193K +$24.1K +707 +14%

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.