Pfizer
PFE
2,875 hedge funds and large institutions have $105B invested in Pfizer in 2024 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 1,222 increasing their positions, 1,248 reducing their positions, and 217 closing their positions.
2% less repeat investments, than reductions
Existing positions increased: 1,222 | Existing positions reduced: 1,248
2% less funds holding
Funds holding: 2,936 → 2,875 (-61)
2.9% less ownership
Funds ownership: 70.14% → 67.24% (-2.9%)
8% less capital invested
Capital invested by funds: $114B → $105B (-$8.72B)
12% less first-time investments, than exits
New positions opened: 191 | Existing positions closed: 217
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
42% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $3.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$499M |
| 2 |
Two Sigma Advisers
New York
|
+$292M |
| 3 |
Barclays
London,
United Kingdom
|
+$276M |
| 4 |
D.E. Shaw & Co
New York
|
+$271M |
| 5 |
Two Sigma Investments
New York
|
+$234M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.2B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.71B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$1.69B |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$339M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$266M |
PFE Hedge Fund Activity: Q1 2024 in Review
2,875 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2024, worth a combined $105B — down 7.6% from $114B a quarter earlier.
Sellers outnumbered buyers: 217 funds closed out of PFE and 191 opened new positions — a net loss of 26 holders — while 1,248 trimmed existing stakes and 1,222 added.
The largest buyer was Charles Schwab, adding an estimated $499M. The largest seller was Morgan Stanley, cutting an estimated $2.2B.
- 2,875 institutional investors held Pfizer (PFE) as of Q1 2024, down from 2,936 in Q4 2023.
- Funds reported $105B of Pfizer stock for Q1 2024, down 7.6% quarter-over-quarter.
- 191 funds opened new Pfizer positions in Q1 2024 and 217 closed out, a net change of -26 holders.
- The largest Pfizer buyer in Q1 2024 was Charles Schwab, an estimated $499M added.
- The largest Pfizer seller in Q1 2024 was Morgan Stanley, an estimated $2.2B sold.
Based on aggregated 13F filings for Q1 2024.