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2,926 hedge funds and large institutions have $131B invested in Pfizer in 2023 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,188 increasing their positions, 1,382 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

0.31% less ownership

Funds ownership: 69.57%69.26% (-0.31%)

8% less call options, than puts

Call options by funds: $2.44B | Put options by funds: $2.65B

4% less funds holding

Funds holding: 3,0422,926 (-116)

10% less capital invested

Capital invested by funds: $145B → $131B (-$14.2B)

14% less repeat investments, than reductions

Existing positions increased: 1,188 | Existing positions reduced: 1,382

39% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 207

Holders
2,926
Holders Change
-116
Holders Change %
-3.81%
% of All Funds
46.43%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.83%
New
126
Increased
1,188
Reduced
1,382
Closed
207
Calls
$2.44B
Puts
$2.65B
Net Calls
-$210M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$716M +$74.4M +2,103,593 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$709M -$119M -3,353,225 -14%
Franklin Resources
28
Franklin Resources
California
$703M -$32.3M -913,302 -4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$623M +$86M +2,432,254 +17%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$610M +$3.58M +101,256 +0.6%
Swiss National Bank
31
Swiss National Bank
Switzerland
$602M -$78.8M -2,227,700 -11%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$565M +$116M +3,292,002 +24%
Capital International Investors
33
Capital International Investors
California
$562M -$414M -11,706,423 -41%
N
34
Nuveen
North Carolina
$551M -$72.2M -2,041,936 -11%
Barclays
35
Barclays
United Kingdom
$535M +$110M +3,102,892 +24%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$517M -$6.56M -185,477 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$508M -$120M -3,385,662 -18%
UBS Group
38
UBS Group
Switzerland
$488M -$61.9M -1,749,197 -11%
LSV Asset Management
39
LSV Asset Management
Illinois
$469M -$16.2M -458,300 -3%
Federated Hermes
40
Federated Hermes
Pennsylvania
$469M -$52.8M -1,494,153 -10%
Stifel Financial
41
Stifel Financial
Missouri
$456M +$16.4M +465,039 +4%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$453M +$181M +5,132,386 +63%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$436M +$236M +6,675,541 +103%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$430M +$287M +8,109,000 +167%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$414M +$2.25M +63,694 +0.5%
Ameriprise
46
Ameriprise
Minnesota
$413M -$354M -9,998,619 -44%
JIM
47
Jensen Investment Management
Oregon
$402M +$12.5M +353,202 +3%
Principal Financial Group
48
Principal Financial Group
Iowa
$393M -$2.58M -72,872 -0.6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$384M -$13.4M -379,869 -3%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$383M -$54.8M -1,549,720 -12%

PFE Hedge Fund Activity: Q3 2023 in Review

2,926 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2023, worth a combined $131B — down 9.8% from $145B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of PFE and 126 opened new positions — a net loss of 81 holders — while 1,382 trimmed existing stakes and 1,188 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $581M. The largest seller was Capital World Investors, cutting an estimated $595M.

  • 2,926 institutional investors held Pfizer (PFE) as of Q3 2023, down from 3,042 in Q2 2023.
  • Funds reported $131B of Pfizer stock for Q3 2023, down 9.8% quarter-over-quarter.
  • 126 funds opened new Pfizer positions in Q3 2023 and 207 closed out, a net change of -81 holders.
  • The largest Pfizer buyer in Q3 2023 was T. Rowe Price Associates, an estimated $581M added.
  • The largest Pfizer seller in Q3 2023 was Capital World Investors, an estimated $595M sold.

Based on aggregated 13F filings for Q3 2023.