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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
AGA
2226
Accuvest Global Advisors
Utah
$6K
HCM
2227
Horrell Capital Management
Arkansas
$6K
Walleye Trading
2228
Walleye Trading
New York
$5.04K -$10.3M -302,504 -67%
WAS
2229
WESPAC Advisors SoCal
California
$5K +$5.83K +171 New
ACM
2230
Aviance Capital Management
Florida
$4K -$3.14K -92 -42%
AFIA
2231
America First Investment Advisors
Nebraska
$4K
SA
2232
SRH Advisors
Kansas
$4K
ST
2233
Sageworth Trust
Pennsylvania
$4K +$4.43K +130 New
BHB
2234
Bank Hapoalim BM
Israel
$3.57K -$473K -13,859 -12%
SGAM
2235
Smith Group Asset Management
Texas
$3K +$614 +18 +22%
PCIA
2236
Prime Capital Investment Advisors
Kansas
$3K +$2.69K +79 New
FA
2237
Fagan Associates
New York
$1.33K +$13K +382 +1%
Capstone Investment Advisors
2238
Capstone Investment Advisors
New York
$1K -$23.2K -679 -95%
PRS
2239
Pinkerton Retirement Specialists
Idaho
$1K
BCMIO
2240
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$887 +26 New
Kovitz Investment Group Partners
2241
Kovitz Investment Group Partners
Illinois
$782 -$48.4K -1,418 -6%
PCG
2242
Private Capital Group
Connecticut
$728 +$722K +21,174 New
DAM
2243
Diamant Asset Management
Connecticut
$472 +$468K +13,734 New
AMCA
2244
Arthur M. Cohen & Associates
Illinois
$322 +$266K +7,792 New
LGWM
2245
Litman Gregory Wealth Management
California
$36
MC
2246
Maverick Capital
Texas
-$261M -7,713,604 Closed
NFA
2247
Nationwide Fund Advisors
Ohio
-$116M -3,435,693 Closed
PHS
2248
PFM Health Sciences
California
-$54.6M -1,613,081 Closed
Susquehanna International Group
2249
Susquehanna International Group
Pennsylvania
-$20.2M -592,028 Closed
NM
2250
Nokota Management
New York
-$19.7M -582,994 Closed

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.