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Pfizer
PFE

Overview Fund Activity

2,374 hedge funds and large institutions have $176B invested in Pfizer in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 923 increasing their positions, 1,101 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,374
Holders Change
-13
Holders Change %
-0.54%
% of All Funds
51.64%
Holding in Top 10
199
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1%
% of All Funds
4.33%
New
92
Increased
923
Reduced
1,101
Closed
74
Calls
$1.74B
Puts
$1.35B
Net Calls
+$392M
Net Calls Change
+$151M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.57B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.5B
3
Capital World Investors
Capital World Investors
California
+$592M
4
Bank of America
Bank of America
North Carolina
+$334M
5
N
Natixis
France
+$258M

Top Sellers

1
BlackRock
BlackRock
New York
-$858M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$641M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$593M
4
Goldman Sachs
Goldman Sachs
New York
-$554M
5
MWNA
Marshall Wace North America
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1826
ERTS Wealth Advisors
Michigan
$631K – – –
CWM
1827
CCG Wealth Management
California
$631K +$36.8K +896 +6%
VFP
1828
Verus Financial Partners
Virginia
$631K +$170K +4,135 +37%
IC
1829
InterOcean Capital
Illinois
$629K -$64K -1,559 -9%
RWA
1830
River Wealth Advisors
Pennsylvania
$629K -$10.4K -254 -2%
HEIP
1831
Hudson Edge Investment Partners
New Jersey
$628K – – –
GIP
1832
Granite Investment Partners
California
$627K -$118K -2,865 -16%
RHBC
1833
R.H. Bluestein & Co
Michigan
$627K +$18.8K +458 +3%
CMI
1834
Clare Market Investments
Texas
$626K +$1.23K +30 +0.2%
KMWM
1835
Keudell/Morrison Wealth Management
Oregon
$625K +$253K +7,298 +68%
RWM
1836
RKL Wealth Management
Pennsylvania
$622K +$91.9K +2,241 +17%
NCM
1837
Northside Capital Management
Oregon
$621K – – –
KWMG
1838
King Wealth Management Group
Florida
$619K -$4.15K -101 -0.7%
KIC
1839
Keating Investment Counselors
Florida
$616K -$47.7K -1,159 -7%
CBFP
1840
Cedar Brook Financial Partners
Ohio
$614K +$14.7K +358 +2%
AF
1841
Allworth Financial
California
$611K -$30.2K -735 -5%
WAM
1842
Winslow Asset Management
Ohio
$611K – – –
CC
1843
Cedar Capital
Illinois
$611K +$21.1K +514 +4%
SCM
1844
Smith Capital Management
Arkansas
$611K +$61.4K +1,493 +11%
CWM
1845
Circle Wealth Management
New Jersey
$611K +$199K +4,852 +48%
FA
1846
FCG Advisors
New Jersey
$607K -$6.7K -163 -1%
FEM
1847
Fulcrum Equity Management
Texas
$604K +$105K +3,059 +21%
DCM
1848
Driehaus Capital Management
Illinois
$604K +$604K +14,695 New
PWM
1849
Perigon Wealth Management
California
$603K -$45.4K -1,106 -7%
MWM
1850
Marietta Wealth Management
Georgia
$603K -$29.5K -717 -5%
72 73
74
75 76