We are live on ! Find out more

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
BlackRock
1
BlackRock
New York
$16.4B +$438M +12,841,112 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.7B +$287M +8,403,279 +2%
State Street
3
State Street
Massachusetts
$11.2B +$28.7M +841,804 +0.3%
Bank of America
4
Bank of America
North Carolina
$4.27B -$590M -17,303,218 -12%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.19B +$52.8M +1,547,264 +1%
Northern Trust
6
Northern Trust
Illinois
$2.89B -$47.4M -1,391,134 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.56B +$271M +7,941,845 +12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.51B -$36.7M -1,076,573 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.28B +$67.6M +1,983,175 +3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$2.25B -$5.37M -157,381 -0.2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$2.2B -$29.9M -876,552 -1%
Ameriprise
12
Ameriprise
Minnesota
$2.18B +$16.8M +493,682 +0.8%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.16B
Norges Bank
14
Norges Bank
Norway
$2.08B -$15M -438,872 -0.7%
Goldman Sachs
15
Goldman Sachs
New York
$1.91B +$116M +3,410,492 +7%
Deutsche Bank
16
Deutsche Bank
Germany
$1.86B +$189M +5,536,359 +11%
Morgan Stanley
17
Morgan Stanley
New York
$1.81B +$106M +3,112,480 +6%
Franklin Resources
18
Franklin Resources
California
$1.63B -$27.3M -800,269 -2%
Wells Fargo
19
Wells Fargo
California
$1.54B +$245M +7,186,009 +19%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.53B -$80M -2,346,836 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.53B -$31M -908,434 -2%
Invesco
22
Invesco
Georgia
$1.43B +$9.24M +270,941 +0.7%
Fisher Asset Management
23
Fisher Asset Management
Washington
$1.32B +$45M +1,319,134 +4%
Charles Schwab
24
Charles Schwab
California
$1.25B +$28.4M +832,763 +2%
LSV Asset Management
25
LSV Asset Management
Illinois
$1.24B -$2.95M -86,620 -0.2%

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.