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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
CFN
2201
Cordasco Financial Network
Florida
$36K
PS
2202
Portfolio Solutions
Michigan
$33K +$68 +2 +0.2%
PFO
2203
Pathstone Family Office
New Jersey
$28K -$750 -22 -3%
WCM
2204
Wealthcare Capital Management
Virginia
$28K +$3.58K +105 +15%
GF
2205
Goodman Financial
Texas
$28K +$28K +820 New
FFG
2206
Ford Financial Group
California
$28K +$28.1K +824 New
IF
2207
Ironwood Financial
Arizona
$27K
BCI
2208
Brinker Capital Investments
Pennsylvania
$26K -$1.43K -42 -5%
CWM
2209
Cedar Wealth Management
California
$24K
CTA
2210
Carillon Tower Advisers
Florida
$21.6K +$21.4M +628,736 New
GWA
2211
Guidant Wealth Advisors
Illinois
$18K -$23.1K -677 -56%
LBG
2212
Lloyds Banking Group
United Kingdom
$16K
AWMS
2213
Advocacy Wealth Management Services
Georgia
$15K +$2.49K +73 +20%
CFG
2214
CKW Financial Group
Hawaii
$14K
KIG
2215
Kessler Investment Group
Indiana
$13K
TCM
2216
TD Capital Management
Tennessee
$13K
Financial Engines Advisors
2217
Financial Engines Advisors
California
$13K +$12.8K +375 New
LWA
2218
Lowe Wealth Advisors
Maryland
$11K
GI
2219
GS Investments
Minnesota
$10.9K
TJHA
2220
Thomas J. Herzfeld Advisors
Florida
$10K -$26K -763 -73%
SCA
2221
Stuart Chaussee & Associates
California
$10K
MIM
2222
Macroview Investment Management
Maryland
$9K
HWP
2223
Hefty Wealth Partners
Indiana
$7K -$514K -15,067 -99%
CAM
2224
ClariVest Asset Management
California
$7K -$68 -2 -1%
FA
2225
Fortis Advisors
Pennsylvania
$7K +$68 +2 +1%

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.