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2,525 hedge funds and large institutions have $157B invested in Pfizer in 2019 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 1,008 increasing their positions, 970 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 77

32% more funds holding in top 10

Funds holding in top 10: 81107 (+26)

10% more capital invested

Capital invested by funds: $142B → $157B (+$14.4B)

9% more funds holding

Funds holding: 2,3232,525 (+202)

4% more repeat investments, than reductions

Existing positions increased: 1,008 | Existing positions reduced: 970

0.55% more ownership

Funds ownership: 75.55%76.09% (+0.55%)

16% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.41B

Holders
2,525
Holders Change
+202
Holders Change %
+8.7%
% of All Funds
49.74%
Holding in Top 10
107
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+32.1%
% of All Funds
2.11%
New
311
Increased
1,008
Reduced
970
Closed
77
Calls
$1.19B
Puts
$1.41B
Net Calls
-$224M
Net Calls Change
+$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
376
Country Trust Bank
Illinois
$18.2M -$238K -6,693 -1%
OAM
377
Oppenheimer Asset Management
New York
$18.2M +$1.47M +41,251 +9%
CSIC
378
Clifford Swan Investment Counsel
California
$18.2M -$34.3K -962 -0.2%
VAM
379
Veritas Asset Management
United Kingdom
$18.1M
KA
380
KLCM Advisors
Wisconsin
$18.1M +$535K +15,009 +3%
OSIA
381
O'Shares Investment Advisers
Massachusetts
$17.9M +$992K +27,864 +6%
PAG
382
Private Advisor Group
New Jersey
$17.7M -$1.67M -46,926 -9%
HTC
383
Haverford Trust Company
Pennsylvania
$17.6M +$32.3K +906 +0.2%
AIM
384
Achmea Investment Management
Netherlands
$17.6M -$5.44M -152,809 -24%
Wolverine Trading
385
Wolverine Trading
Illinois
$17.6M +$6.72M +188,774 +66%
GG
386
Gofen & Glossberg
Illinois
$17.5M -$596K -16,732 -3%
SMDAM
387
Sumitomo Mitsui DS Asset Management
Japan
$17.5M -$2.56M -71,780 -13%
ANI
388
American National Insurance
Texas
$17.4M -$1.63M -45,723 -9%
PNC
389
Park National Corp
Ohio
$17.2M +$1.43M +40,117 +9%
FNBT
390
FineMark National Bank & Trust
Florida
$16.9M +$359K +10,082 +2%
DADC
391
D.A. Davidson & Co
Montana
$16.9M +$1.78M +50,012 +12%
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$16.8M
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$16.7M +$5.6M +157,096 +54%
TPCW
394
TD Private Client Wealth
New York
$16.7M +$16M +449,129 New
CFC
395
Cincinnati Financial Corp
Ohio
$16.7M
BPB
396
Badgley, Phelps & Bell
Washington
$16.5M +$17.7K +497 +0.1%
Man Group
397
Man Group
United Kingdom
$16.5M +$4.83M +135,503 +44%
RGI
398
River Global Investors
United Kingdom
$16.5M +$740K +20,775 +5%
MAM
399
Madison Asset Management
Wisconsin
$16.3M +$15.6M +437,453 New
ACA
400
Anchor Capital Advisors
Massachusetts
$16.2M +$1.74M +48,895 +13%

PFE Hedge Fund Activity: Q4 2019 in Review

2,525 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2019, worth a combined $157B — up 10% from $142B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new PFE positions and 77 closed out — a net gain of 234 holders — while 1,008 added to existing stakes and 970 trimmed.

The largest buyer was Capital World Investors, adding an estimated $835M. The largest seller was JP Morgan Chase, cutting an estimated $1.43B.

  • 2,525 institutional investors held Pfizer (PFE) as of Q4 2019, up from 2,323 in Q3 2019.
  • Funds reported $157B of Pfizer stock for Q4 2019, up 10% quarter-over-quarter.
  • 311 funds opened new Pfizer positions in Q4 2019 and 77 closed out, a net change of +234 holders.
  • The largest Pfizer buyer in Q4 2019 was Capital World Investors, an estimated $835M added.
  • The largest Pfizer seller in Q4 2019 was JP Morgan Chase, an estimated $1.43B sold.

Based on aggregated 13F filings for Q4 2019.