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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.7B -$28.3M -881,432 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.2B +$217M +6,741,749 +2%
State Street
3
State Street
Massachusetts
$11B -$249M -7,741,756 -2%
Bank of America
4
Bank of America
North Carolina
$4.79B +$451M +14,028,578 +11%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.06B +$117M +3,641,342 +3%
Northern Trust
6
Northern Trust
Illinois
$2.89B +$113M +3,503,694 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.51B +$8.9M +276,878 +0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.26B -$41.5M -1,290,578 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.22B +$85.2M +2,650,543 +4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$2.2B +$124M +3,861,362 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.18B +$49.9M +1,551,865 +2%
Ameriprise
12
Ameriprise
Minnesota
$2.14B +$84.8M +2,637,802 +4%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.13B
Norges Bank
14
Norges Bank
Norway
$2.07B -$3.7M -115,193 -0.2%
Goldman Sachs
15
Goldman Sachs
New York
$1.77B +$61.3M +1,908,767 +4%
Morgan Stanley
16
Morgan Stanley
New York
$1.68B -$5.43M -168,887 -0.3%
Deutsche Bank
17
Deutsche Bank
Germany
$1.65B +$23.2M +722,665 +2%
Franklin Resources
18
Franklin Resources
California
$1.64B -$11.7M -363,568 -0.7%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.59B -$61.9M -1,926,504 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.54B -$42.3M -1,316,600 -3%
Invesco
21
Invesco
Georgia
$1.4B -$45.8M -1,426,527 -3%
Wells Fargo
22
Wells Fargo
California
$1.27B -$115M -3,582,609 -9%
Fisher Asset Management
23
Fisher Asset Management
Washington
$1.25B +$36.8M +1,144,050 +3%
LSV Asset Management
24
LSV Asset Management
Illinois
$1.23B +$39.5M +1,230,336 +4%
Charles Schwab
25
Charles Schwab
California
$1.21B +$16.3M +508,513 +1%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.