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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
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$68.9M -$12.8M -376,208 -16%
GIBU
202
Gulf International Bank (UK)
United Kingdom
$68.5M
SDIC
203
South Dakota Investment Council
South Dakota
$68M -$14.5M -426,332 -18%
FIM
204
Foresters Investment Management
New York
$67.5M -$279K -8,168 -0.4%
CCM
205
Cullen Capital Management
New York
$67.5M -$721K -21,154 -1%
HighTower Advisors
206
HighTower Advisors
Illinois
$67M +$1.13M +33,281 +2%
MIM
207
MetLife Investment Management
New Jersey
$66.8M +$66.3M +1,943,884 New
PC
208
Polar Capital
United Kingdom
$66.1M -$3.39M -99,358 -5%
SCM
209
Smead Capital Management
Arizona
$66M -$2.99M -87,821 -4%
N
210
Nuveen
North Carolina
$65.9M +$4.37M +128,028 +7%
Loomis, Sayles & Company
211
Loomis, Sayles & Company
Massachusetts
$64.8M -$32.4M -949,412 -33%
EPFB
212
Employees Provident Fund Board
Malaysia
$64.6M -$43.5M -1,274,962 -40%
AAM
213
Advisors Asset Management
Colorado
$64.3M -$1.47M -43,204 -2%
ORIO
214
Old Republic International (ORI)
Illinois
$64.3M +$10.2M +299,336 +19%
TAM
215
Tocqueville Asset Management
New York
$64.1M -$6.71M -196,766 -10%
AIA
216
Avalon Investment & Advisory
Texas
$63.6M +$7.5M +219,862 +13%
BS
217
Banco Santander
Spain
$62.5M +$58M +1,702,153 +1,456%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$61.8M +$2.22M +65,087 +4%
MIS
219
Morningstar Investment Services
Illinois
$61.8M -$4.1M -120,114 -6%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$61.3M +$1.42M +41,518 +2%
FAF
221
Fjarde Ap-fonden
Sweden
$61.1M +$9.3M +272,862 +18%
ASRS
222
Arizona State Retirement System
Arizona
$60.5M +$1.43M +41,929 +2%
AGDR
223
AdamCapital Gestao de Recursos
Brazil
$59.3M +$58.9M +1,726,154 New
TPSF
224
Texas Permanent School Fund
Texas
$58.9M -$958K -28,098 -2%
PIA
225
Piedmont Investment Advisors
North Carolina
$58.7M +$65.3K +1,915 +0.1%

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.