These Pfizer Institutional Investors Benefit From Goldman Break-Up Analysis

Pfizer’s (NYSE:PFE) stock is up conservatively 3.95% this year. Add the strength of the Dow component’s dividend at 4% to annual shareholders and the pharma giant yielding a solid return. Today, Goldman Sachs released their latest analyst note highlighting the increasing probability of a Pfizer break-up in order to unlock shareholder value. Investors are reacting positively to the news with shares up over 1% today. Are institutional shareholders adding to their positions in anticipation of Pfizer spinning off the Pharma and Generics businesses in the next few years?

1360 institutional firms indicated owning shares of Pfizer Inc. (NYSE:PFE) in both Q3 2011and Q4 2011. These firms reported owning a total of 5.215 billion shares on 09/30/2011 and 5.14 billion shares on 12/31/2011. The shares closed at $17.32 on 09/30/2011 and $21.42 on 12/31/2011, for an aggregate market value of $90.325 billion and $110.096 billion, respectively.

Here are the ten largest positions in Pfizer at the end of December 31st, 2011.

VANGUARD GROUP INC held 306,268,813 shares on 09/30/2011 which were worth $5,304,575,841. On 12/31/2011 the firm held 307,867,302 shares worth $6,594,517,609. This represented an increase of 1,598,489 shares or $1,289,941,768.

STATE STREET CORP held 311,478,210 shares on 09/30/2011 which were worth $5,394,802,597. On 12/31/2011 the firm held 295,099,073 shares worth $6,321,022,144. This represented a reduction of 16,379,137 shares or $926,219,546.

BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. held 194,208,577 shares on 09/30/2011 which were worth $3,363,692,554. On 12/31/2011 the firm held 205,736,798 shares worth $4,406,882,213. This represented an increase of 11,528,221 shares or $1,043,189,660.

WELLINGTON MANAGEMENT CO LLP held 183,075,746 shares on 09/30/2011 which were worth $3,170,871,921. On 12/31/2011 the firm held 183,082,381 shares worth $3,921,624,601. This represented an increase of 6,635 shares or $750,752,680.

BANK OF NEW YORK MELLON CORP held 139,361,469 shares on 09/30/2011 which were worth $2,413,740,643. On 12/31/2011 the firm held 144,976,124 shares worth $3,105,388,576. This represented an increase of 5,614,655 shares or $691,647,933.

FRANKLIN RESOURCES INC held 149,102,398 shares on 09/30/2011 which were worth $2,582,453,533. On 12/31/2011 the firm held 142,757,033 shares worth $3,057,855,647. This represented a reduction of 6,345,365 shares or $475,402,114.

FMR LLC held 124,685,193 shares on 09/30/2011 which were worth $2,159,547,543. On 12/31/2011 the firm held 128,680,430 shares worth $2,756,334,811. This represented an increase of 3,995,237 shares or $596,787,268.

PRICE T ROWE ASSOCIATES INC /MD/ held 127,249,949 shares on 09/30/2011 which were worth $2,203,969,117. On 12/31/2011 the firm held 126,315,243 shares worth $2,705,672,505. This represented a reduction of 934,706 shares or $501,703,388.

NORTHERN TRUST CORP held 97,269,886 shares on 09/30/2011 which were worth $1,684,714,426. On 12/31/2011 the firm held 95,620,994 shares worth $2,048,201,691. This represented a reduction of 1,648,892 shares or $363,487,266.

JPMORGAN CHASE & CO held 92,455,490 shares on 09/30/2011 which were worth $1,601,329,087. On 12/31/2011 the firm held 93,476,946 shares worth $2,002,276,183. This represented an increase of 1,021,456 shares or $400,947,097.

Pfizer Earnings Cheat Sheet>>

About the company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.

To contact the reporter on this story: Alex Capel at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com