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Pfizer
PFE

Overview Fund Activity

2,518 hedge funds and large institutions have $157B invested in Pfizer in 2019 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 1,006 increasing their positions, 968 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
+200
Holders Change %
+8.63%
% of All Funds
49.72%
Holding in Top 10
107
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+32.1%
% of All Funds
2.11%
New
309
Increased
1,006
Reduced
968
Closed
77
Calls
$1.19B
Puts
$1.41B
Net Calls
-$224M
Net Calls Change
+$45.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$744M
3
Renaissance Technologies
Renaissance Technologies
New York
+$346M
4
Deutsche Bank
Deutsche Bank
Germany
+$281M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$241M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.5B
2
Capital International Investors
Capital International Investors
California
-$397M
3
American Century Companies
American Century Companies
Missouri
-$196M
4
Bank of America
Bank of America
North Carolina
-$196M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1726
Premier Asset Management
Illinois
$777K -$762K -20,484 -50%
TWM
1727
Titus Wealth Management
California
$777K -$4.83K -130 -0.6%
CC
1728
Cypress Capital
Tennessee
$775K +$40.8K +1,098 +6%
CT
1729
Clearstead Trust
Maine
$774K -$39K -1,050 -5%
LCM
1730
Leisure Capital Management
California
$771K -$31.4K -845 -4%
SIM
1731
SSI Investment Management
California
$771K -$5.38K -145 -0.7%
APC
1732
Aspire Private Capital
North Carolina
$770K +$298K +8,028 +63%
PWM
1733
PBMares Wealth Management
Virginia
$770K +$770K +20,709 New
PG
1734
Proffitt & Goodson
Tennessee
$766K -$212K -5,711 -22%
SWA
1735
Sutton Wealth Advisors
Florida
$764K -$13.1K -352 -2%
ERIM
1736
Eagle Ridge Investment Management
Connecticut
$760K – – –
FA
1737
FCG Advisors
New Jersey
$760K +$158K +4,235 +26%
THWM
1738
Taylor Hoffman Wealth Management
Virginia
$758K – – –
IFAM
1739
Institutional & Family Asset Management
Colorado
$757K +$334 +9 +0%
AWM
1740
Aberdeen Wealth Management
Illinois
$757K +$757K +20,356 New
SAM
1741
Summit Asset Management
Tennessee
$756K -$24.6K -661 -3%
BOM
1742
Bank of Marin
California
$752K +$752K +20,225 New
MGWM
1743
Marks Group Wealth Management
Minnesota
$751K +$751K +20,195 New
MC
1744
Martin Currie
United Kingdom
$750K – – –
CPA
1745
Capital Planning Advisors
California
$749K -$91.3K -2,456 -11%
AI
1746
ArchPoint Investors
Florida
$749K – – –
CWM
1747
Chesapeake Wealth Management
Virginia
$747K -$47.6K -1,280 -6%
VAM
1748
Verity Asset Management
North Carolina
$747K +$44.9K +1,209 +6%
CA
1749
Cornerstone Advisory
Maryland
$744K +$170K +4,564 +30%
LWM
1750
Laidlaw Wealth Management
New York
$744K +$744K +20,015 New
68 69
70
71 72