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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
GRQ
2176
Gardner Russo & Quinn
Pennsylvania
$69K +$68.3K +2,003 New
EMG
2177
ETF Managers Group
New Jersey
$66K +$9.34K +274 +17%
KTM
2178
Keeler Thomas Management
Utah
$65K +$64.7K +1,897 New
AWM
2179
Avondale Wealth Management
Texas
$62K +$61.9K +1,815 New
PAM
2180
Paradigm Asset Management
New York
$59.8K +$59.3K +1,739 New
BGC
2181
Beutel, Goodman & Co
Ontario, Canada
$59K +$73K +2,140 New
HS
2182
Horan Securities
United States
$58K +$307 +9 +0.5%
NCM
2183
Northstar Capital Management
New York
$57K +$56.6K +1,660 New
PO
2184
Private Ocean
California
$56K +$48.7K +1,427 +676%
LF
2185
Lee Financial
Texas
$55K -$333K -9,776 -86%
BC
2186
Barnett & Company
Tennessee
$55K -$16.2K -474 -23%
KAS
2187
Kemnay Advisory Services
New York
$54K
MWM
2188
MinichMacGregor Wealth Management
New York
$54K +$341 +10 +0.6%
IP
2189
Isthmus Partners
Wisconsin
$53K
TVWM
2190
Tower View Wealth Management
Wisconsin
$53K +$52.3K +1,534 New
OFS
2191
Orrstown Financial Services
Pennsylvania
$52K +$18K +527 +54%
PW
2192
Price Wealth
Texas
$51K +$50.9K +1,494 New
TDC
2193
Thompson Davis & Co
Virginia
$49K -$87.1K -2,553 -64%
LWM
2194
Lenox Wealth Management
Ohio
$49K -$11.4K -333 -19%
RCC
2195
Red Cedar Capital
Nebraska
$47K +$46.7K +1,370 New
SHJ
2196
Sharkey, Howes & Javer
Colorado
$45K
LIM
2197
Lagoda Investment Management
New York
$44K
WAM
2198
Watermark Asset Management
California
$41K +$307 +9 +0.8%
VEA
2199
Virtus ETF Advisers
New York
$37K +$36.7K +1,076 New
CIM
2200
Contravisory Investment Management
Massachusetts
$36K -$4.64K -136 -11%

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.