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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
PIM
201
Perkins Investment Management
Illinois
$74M +$10.5M +332,227 +17%
Calamos Advisors
202
Calamos Advisors
Illinois
$73.5M -$22.9M -726,420 -24%
TAM
203
Tocqueville Asset Management
New York
$71M -$7.66M -242,864 -10%
CIM
204
Confluence Investment Management
Missouri
$71M +$6.85M +217,387 +11%
MHI
205
Miller Howard Investments
New York
$70.6M -$24.8M -785,764 -27%
Comerica Bank
206
Comerica Bank
Texas
$70.5M -$3.64M -115,504 -5%
ZIM
207
Zacks Investment Management
Illinois
$68.2M +$4.29M +136,212 +7%
CC
208
Carlson Capital
Texas
$67.8M +$15.3M +484,207 +30%
SCM
209
Smead Capital Management
Arizona
$67.6M -$1.07M -34,026 -2%
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$66.2M +$49.2M +1,560,192 +326%
CCM
211
Cullen Capital Management
New York
$66M -$16M -506,721 -20%
SEI Investments
212
SEI Investments
Pennsylvania
$65.5M -$7.73M -245,161 -11%
GIBU
213
Gulf International Bank (UK)
United Kingdom
$64.6M +$967K +30,671 +2%
N
214
Nuveen
North Carolina
$64.5M -$18M -570,230 -22%
FIM
215
Foresters Investment Management
New York
$63.7M -$98.9K -3,136 -0.2%
HNB
216
Huntington National Bank
Ohio
$62.9M +$3.56M +112,869 +6%
MIS
217
Morningstar Investment Services
Illinois
$62.6M +$1.43M +45,200 +2%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$61.6M +$6.17M +195,681 +11%
MHC
219
Meyer Handelman Company
New York
$61.4M +$146K +4,638 +0.2%
AAM
220
Advisors Asset Management
Colorado
$60.2M +$1.13M +35,948 +2%
CEI
221
Clark Estates Inc
New York
$59.9M +$2.55M +81,000 +5%
TPSF
222
Texas Permanent School Fund
Texas
$59.5M -$2.62M -83,078 -4%
MWNA
223
Marshall Wace North America
New York
$59.2M +$57.9M +1,835,946 New
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$58.2M +$18.5M +587,023 +49%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$55.8M +$263K +8,341 +0.5%

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.