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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
CP
2126
Coho Partners
Pennsylvania
-$294K -9,550 Closed
ML
2127
McAdam LLC
Pennsylvania
-$289K -9,366 Closed
MIP
2128
Marietta Investment Partners
Wisconsin
-$281K -9,132 Closed
JFGLC
2129
Johnson Financial Group LLC (Colorado)
Colorado
-$276K -8,957 Closed
WCM
2130
Wallace Capital Management
Texas
-$264K -8,563 Closed
WCM
2131
Weatherstone Capital Management
Colorado
-$254K -8,229 Closed
TNAM
2132
Terra Nova Asset Management
New York
-$234K -7,589 Closed
GC
2133
Gratry & Company
Ohio
-$229K -7,420 Closed
CG
2134
Colony Group
Massachusetts
-$228K -7,405 Closed
CCA
2135
Clearwater Capital Advisors
Illinois
-$222K -7,104 Closed
MCMT
2136
Moon Capital Management (Tennessee)
Tennessee
-$219K -7,101 Closed
SSG
2137
Summit Securities Group
New York
-$218K -7,062 Closed
FNBOH
2138
First National Bank of Hutchinson
Kansas
-$215K -6,998 Closed
FPCP
2139
Fort Point Capital Partners
California
-$205K -6,862 Closed
ACM
2140
Alpha Capital Management
Texas
-$204K -6,626 Closed
CCT
2141
Capital City Trust
Florida
-$201K -6,534 Closed
HCM
2142
Hodges Capital Management
Texas
-$201K -6,523 Closed
TG
2143
TLP Group
Illinois
-$188K -6,095 Closed
ECM
2144
Elgethun Capital Management
South Dakota
-$148K -4,803 Closed
SIG
2145
Stanford Investment Group
California
-$141K -4,563 Closed
BA
2146
BCM Advisors
Louisiana
-$133K -4,313 Closed
ACM
2147
Americafirst Capital Management
California
-$99.3K -3,221 Closed
EARNEST Partners
2148
EARNEST Partners
Georgia
-$94K -3,045 Closed
EF
2149
Empirical Finance
Pennsylvania
-$92K -2,968 Closed
CI
2150
Cowen Inc
New York
-$65K -2,108 Closed

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.