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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
ME
2126
McIlrath & Eck
Washington
$189K +$187K +5,491 New
CWM
2127
Cranbrook Wealth Management
Michigan
$181K
FWC
2128
First Washington Corp
Washington
$181K
QAM
2129
QCI Asset Management
New York
$181K +$69.3K +2,032 +63%
CC
2130
Claybrook Capital
Massachusetts
$180K +$178K +5,233 New
PG
2131
Patten Group
Tennessee
$176K
SIAP
2132
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$173K +$409 +12 +0.2%
BWL
2133
Bogart Wealth LLC
Virginia
$169K -$328K -9,623 -66%
HCA
2134
Heck Capital Advisors
Wisconsin
$168K +$887 +26 +0.5%
C
2135
Cerebellum
California
$166K +$165K +4,835 New
OPWM
2136
Oak Point Wealth Management
Michigan
$165K +$164K +4,812 New
FMP
2137
Financial Management Professionals
Texas
$163K
LA
2138
Legacy Advisors
Pennsylvania
$149K -$6.24K -183 -4%
VIMU
2139
Veritas Investment Management (UK)
United Kingdom
$149K
SMG
2140
Spectrum Management Group
Indiana
$148K -$1.43M -41,958 -91%
BBA
2141
Braun-Bostich & Associates
Pennsylvania
$142K +$141K +4,131 New
FAM
2142
Foresters Asset Management
Ontario, Canada
$136K -$431K -12,648 -80%
CCMW
2143
Cypress Capital Management (Wyoming)
Wyoming
$135K -$167K -4,901 -56%
CWM
2144
Catamount Wealth Management
Connecticut
$134K -$39.5K -1,159 -23%
CAW
2145
Cornerstone Advisors (Washington)
Washington
$131K
LYV
2146
Live Your Vision
Pennsylvania
$131K +$102 +3 +0.1%
SQA
2147
Simon Quick Advisors
New Jersey
$128K -$82.4K -2,416 -40%
DPA
2148
Delphi Private Advisors
California
$127K +$57.5K +1,686 +84%
DCM
2149
Delpha Capital Management
New York
$126K +$125K +3,656 New
LD
2150
Lipe & Dalton
New York
$119K -$48K -1,409 -29%

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.