PFE icon

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 %
BFPW
1876
BOK Financial Private Wealth
Colorado
$435K – – –
WA1
1877
Wimmer Associates 1
California
$435K +$16.7K +400 +4%
SP
1878
Successful Portfolios
Florida
$434K -$8.07K -193 -2%
AIM
1879
Acropolis Investment Management
Missouri
$432K +$62.2K +1,486 +17%
WAM
1880
Wakefield Asset Management
Colorado
$432K +$432K +10,325 New
IIA
1881
IPG Investment Advisors
California
$430K +$69.5K +1,661 +19%
PJSIMP
1882
P.J. Schmidt Investment Management (PJS)
Wisconsin
$429K -$121K -2,896 -22%
HFA
1883
High Falls Advisors
New York
$429K +$753 +18 +0.2%
HHAA
1884
Henry H. Armstrong Associates
Pennsylvania
$427K – – –
HFM
1885
Harvest Fund Management
China
$426K +$426K +10,177 New
SGK
1886
Steigerwald Gordon & Koch
Virginia
$424K +$669 +16 +0.2%
BCA
1887
Bay Colony Advisors
Massachusetts
$424K +$65.3K +1,562 +18%
BMM
1888
Buffington Mohr McNeal
Idaho
$423K +$1.21K +29 +0.3%
CS
1889
Cannell & Spears
New York
$420K -$4.22K -101 -1%
CC
1890
Centiva Capital
New York
$420K +$420K +10,055 New
IUHSA
1891
Itau Unibanco Holding S.A.
Brazil
$418K -$217K -5,179 -34%
CWM
1892
Circle Wealth Management
New Jersey
$418K +$2.05K +49 +0.5%
CAM
1893
Cidel Asset Management
Ontario, Canada
$415K – – –
VWA
1894
V Wealth Advisors
Kansas
$409K +$69.4K +1,667 +20%
HFA
1895
Huber Financial Advisors
Illinois
$408K +$42 +1 +0%
LC
1896
Landaas & Company
Wisconsin
$407K +$84 +2 +0%
OBWP
1897
O'Brien Wealth Partners
Massachusetts
$407K +$407K +9,738 New
MWM
1898
Merriman Wealth Management
Washington
$406K -$162K -3,877 -29%
ZAM
1899
Zevin Asset Management
Massachusetts
$406K – – –
MLFP
1900
MPS Loria Financial Planners
Illinois
$405K -$149K -3,572 -27%
74 75
76
77 78