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Pfizer
PFE

Overview Fund Activity

2,252 hedge funds and large institutions have $185B invested in Pfizer in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 810 increasing their positions, 1,071 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,252
Holders Change
+52
Holders Change %
+2.36%
% of All Funds
51.57%
Holding in Top 10
260
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+47.73%
% of All Funds
5.95%
New
126
Increased
810
Reduced
1,071
Closed
56
Calls
$1.32B
Puts
$1.14B
Net Calls
+$176M
Net Calls Change
+$226M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$596M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$383M
4
State Street
State Street
Massachusetts
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$292M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$499M
2
Invesco
Invesco
Georgia
-$409M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$346M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$236M
5
BlackRock
BlackRock
New York
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1801
Wedgewood Investors
Pennsylvania
$552K – – –
CA
1802
Cornerstone Advisory
Maryland
$549K -$61K -1,459 -10%
PAG
1803
Pinnacle Advisory Group
Maryland
$545K +$96.1K +2,300 +21%
NWM
1804
Northwest Wealth Management
Iowa
$541K +$42 +1 +0%
BWP
1805
BSW Wealth Partners
Colorado
$541K +$16.4K +391 +3%
ATFA
1806
All Terrain Financial Advisors
Minnesota
$536K -$3.19M -76,352 -86%
KLI
1807
Kelman-Lazarov Inc
Tennessee
$536K -$16.1K -385 -3%
LWA
1808
Lenox Wealth Advisors
New York
$536K +$202K +4,828 +60%
GWI
1809
Grace & White Inc
New York
$529K – – –
MIP
1810
Marietta Investment Partners
Wisconsin
$529K +$132K +3,162 +33%
EAM
1811
Exane Asset Management
France
$529K +$529K +12,648 New
BMCM
1812
Bryn Mawr Capital Management
Pennsylvania
$527K -$26.4K -632 -5%
WAM
1813
Winslow Asset Management
Ohio
$523K -$320K -7,640 -38%
SCM
1814
Stellar Capital Management
Arizona
$523K -$90.7K -2,169 -15%
AIP
1815
Ahrens Investment Partners
Louisiana
$522K +$31K +741 +6%
NG
1816
Northstar Group
New York
$520K +$86.5K +2,069 +20%
HBWM
1817
Hollow Brook Wealth Management
New York
$517K – – –
BCA
1818
Berman Capital Advisors
Georgia
$516K -$83.7K -2,074 -14%
CCWA
1819
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$516K -$47K -1,125 -8%
LFG
1820
LifePlan Financial Group
Ohio
$516K – – –
WIM
1821
Wittenberg Investment Management
Massachusetts
$515K -$13.3K -319 -3%
CCM
1822
Chickasaw Capital Management
Tennessee
$515K – – –
CPIA
1823
Cornell Pochily Investment Advisors
New York
$514K -$47.5K -1,137 -8%
EF
1824
Empirical Finance
Pennsylvania
$511K +$56K +1,339 +12%
MSR
1825
Main Street Research
Connecticut
$509K -$117K -2,795 -19%
71 72
73
74 75