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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
BlackRock
1
BlackRock
New York
$15.3B +$14.3B +454,568,428 +2,822%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14B +$242M +7,684,524 +2%
State Street
3
State Street
Massachusetts
$10.9B -$35M -1,109,484 -0.3%
Bank of America
4
Bank of America
North Carolina
$4.11B +$88M +2,790,335 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.75B -$77.3M -2,451,793 -2%
Northern Trust
6
Northern Trust
Illinois
$2.7B -$45.1M -1,431,792 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.51B -$253M -8,022,937 -9%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.5B +$152M +4,814,389 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.4B -$65.6M -2,081,163 -3%
Norges Bank
10
Norges Bank
Norway
$2.06B +$58.3M +1,847,640 +3%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$2.04B
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.03B +$112M +3,536,577 +6%
Ameriprise
13
Ameriprise
Minnesota
$2.02B -$131M -4,154,942 -6%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.97B +$348M +11,023,702 +22%
Morgan Stanley
15
Morgan Stanley
New York
$1.7B +$134M +4,260,909 +9%
Franklin Resources
16
Franklin Resources
California
$1.57B +$70.7M +2,242,261 +5%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.47B -$85.3M -2,705,004 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.45B +$73.2M +2,322,534 +6%
Invesco
19
Invesco
Georgia
$1.44B -$58.9M -1,868,653 -4%
Goldman Sachs
20
Goldman Sachs
New York
$1.41B +$115M +3,633,978 +9%
Deutsche Bank
21
Deutsche Bank
Germany
$1.38B +$53.7M +1,703,379 +4%
Capital International Investors
22
Capital International Investors
California
$1.29B +$36.6M +1,159,715 +3%
Wells Fargo
23
Wells Fargo
California
$1.27B +$104M +3,310,109 +9%
LSV Asset Management
24
LSV Asset Management
Illinois
$1.13B -$42.2M -1,338,654 -4%
Fisher Asset Management
25
Fisher Asset Management
Washington
$1.12B +$18.4M +584,735 +2%

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.