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2,323 hedge funds and large institutions have $142B invested in Pfizer in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 989 increasing their positions, 1,011 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 989 | Existing positions reduced: 1,011

1.3% less ownership

Funds ownership: 76.85%75.55% (-1.3%)

2% less funds holding

Funds holding: 2,3782,323 (-55)

19% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.43B

19% less capital invested

Capital invested by funds: $176B → $142B (-$33.5B)

27% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 137

59% less funds holding in top 10

Funds holding in top 10: 19981 (-118)

Holders
2,323
Holders Change
-55
Holders Change %
-2.31%
% of All Funds
50.93%
Holding in Top 10
81
Holding in Top 10 Change
-118
Holding in Top 10 Change %
-59.3%
% of All Funds
1.78%
New
100
Increased
989
Reduced
1,011
Closed
137
Calls
$1.16B
Puts
$1.43B
Net Calls
-$269M
Net Calls Change
-$661M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$960M -$374M -10,293,369 -27%
Ameriprise
27
Ameriprise
Minnesota
$894M -$386M -10,613,097 -29%
AllianceBernstein
28
AllianceBernstein
Tennessee
$893M -$130M -3,566,326 -12%
American Century Companies
29
American Century Companies
Missouri
$880M +$493M +13,562,265 +111%
Sanders Capital
30
Sanders Capital
Florida
$847M +$185M +5,094,551 +26%
Macquarie Group
31
Macquarie Group
Australia
$842M +$76.4M +2,100,322 +9%
UBS Group
32
UBS Group
Switzerland
$823M -$5.39M -148,165 -0.6%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$808M +$14.2M +389,561 +2%
Boston Partners
34
Boston Partners
Massachusetts
$806M -$51.3M -1,410,660 -6%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$751M -$88.1M -2,421,844 -10%
PPA
36
Parametric Portfolio Associates
Washington
$744M -$39M -1,071,482 -5%
UBS AM
37
UBS AM
Illinois
$739M -$25.6M -704,173 -3%
Invesco
38
Invesco
Georgia
$728M -$33.1M -910,866 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$722M +$5.28M +145,138 +0.7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$675M -$87.6M -2,409,423 -11%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$649M -$39.7M -1,090,917 -5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$567M -$54.9M -1,510,065 -8%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$556M -$13.9M -383,608 -2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$510M -$23.1M -636,540 -4%
CS
45
Credit Suisse
Switzerland
$484M +$44.3M +1,217,853 +9%
Principal Financial Group
46
Principal Financial Group
Iowa
$473M -$11.5M -316,835 -2%
AQR Capital Management
47
AQR Capital Management
Connecticut
$466M -$243M -6,669,689 -33%
Barclays
48
Barclays
United Kingdom
$465M -$32.6M -897,261 -6%
ClearBridge Investments
49
ClearBridge Investments
New York
$458M +$11.9M +327,548 +2%
RJA
50
Raymond James & Associates
Florida
$452M +$75.9M +2,087,187 +19%

PFE Hedge Fund Activity: Q3 2019 in Review

2,323 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2019, worth a combined $142B — down 19% from $176B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of PFE and 100 opened new positions — a net loss of 37 holders — while 1,011 trimmed existing stakes and 989 added.

The largest buyer was Wellington Management Group, adding an estimated $1.53B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.3B.

  • 2,323 institutional investors held Pfizer (PFE) as of Q3 2019, down from 2,378 in Q2 2019.
  • Funds reported $142B of Pfizer stock for Q3 2019, down 19% quarter-over-quarter.
  • 100 funds opened new Pfizer positions in Q3 2019 and 137 closed out, a net change of -37 holders.
  • The largest Pfizer buyer in Q3 2019 was Wellington Management Group, an estimated $1.53B added.
  • The largest Pfizer seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2019.