Pfizer
PFE
1,993 hedge funds and large institutions have $152B invested in Pfizer in 2016 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 821 increasing their positions, 837 reducing their positions, and 83 closing their positions.
51% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 83
43% more funds holding in top 10
Funds holding in top 10: 200 → 286 (+86)
11% more capital invested
Capital invested by funds: $136B → $152B (+$15.6B)
1% more funds holding
Funds holding: 1,969 → 1,993 (+24)
0% less call options, than puts
Call options by funds: $2.54B | Put options by funds: $2.54B
2% less repeat investments, than reductions
Existing positions increased: 821 | Existing positions reduced: 837
3.02% less ownership
Funds ownership: 74.02% → 71% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Maverick Capital
Dallas,
Texas
|
+$343M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$218M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$208M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$197M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.27B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$901M |
| 3 |
CM
Corvex Management
New York
|
-$520M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$458M |
| 5 |
SIG
Senator Investment Group
New York
|
-$445M |
PFE Hedge Fund Activity: Q2 2016 in Review
1,993 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2016, worth a combined $152B — up 11% from $136B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new PFE positions and 83 closed out — a net gain of 42 holders — while 821 added to existing stakes and 837 trimmed.
The largest buyer was Maverick Capital, adding an estimated $343M. The largest seller was Goldman Sachs, cutting an estimated $2.27B.
- 1,993 institutional investors held Pfizer (PFE) as of Q2 2016, up from 1,969 in Q1 2016.
- Funds reported $152B of Pfizer stock for Q2 2016, up 11% quarter-over-quarter.
- 125 funds opened new Pfizer positions in Q2 2016 and 83 closed out, a net change of +42 holders.
- The largest Pfizer buyer in Q2 2016 was Maverick Capital, an estimated $343M added.
- The largest Pfizer seller in Q2 2016 was Goldman Sachs, an estimated $2.27B sold.
Based on aggregated 13F filings for Q2 2016.