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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 %
PFA
1926
Pathway Financial Advisors
Vermont
$530K +$210K +5,481 +66%
FCFC
1927
First Citizens Financial Corp
Iowa
$528K +$528K +14,217 New
BRA
1928
Bender Robert & Associates
California
$525K – – –
PP
1929
PDS Planning
Ohio
$525K +$44.1K +1,188 +9%
IFG
1930
Investors Financial Group
Minnesota
$524K +$524K +14,097 New
MAWCM
1931
Mine & Arao Wealth Creation & Management
California
$524K +$524K +14,100 New
QWM
1932
QP Wealth Management
New Jersey
$524K +$524K +14,908 New
BCA
1933
Bay Colony Advisors
Massachusetts
$523K -$449K -11,757 -46%
CWP
1934
Capital Wealth Planning
Florida
$520K +$92.7K +2,494 +22%
GEA
1935
Glen Eagle Advisors
New Jersey
$520K +$89.2K +2,399 +21%
RWM
1936
RKL Wealth Management
Pennsylvania
$519K +$6.95K +187 +1%
ESBC
1937
E.S. Barr & Co
Kentucky
$518K – – –
KWMG
1938
King Wealth Management Group
Florida
$517K -$30K -806 -5%
DIM
1939
DC Investments Management
Virginia
$517K -$9.63K -259 -2%
BWP
1940
BSW Wealth Partners
Colorado
$517K +$32K +861 +7%
EIA
1941
Edgemoor Investment Advisors
Maryland
$516K – – –
MCM
1942
MV Capital Management
Maryland
$516K +$98.9K +2,663 +24%
FIM
1943
Fruth Investment Management
Texas
$515K +$3.9K +105 +0.8%
NME
1944
Notis-McConarty Edward
$514K -$1.93K -52 -0.4%
LSPW
1945
Lake Street Private Wealth
Illinois
$513K +$64.2K +1,729 +14%
LA
1946
Legacy Advisors
Pennsylvania
$511K +$12.6K +340 +3%
AIM
1947
Avity Investment Management
Connecticut
$510K – – –
WI
1948
Wedgewood Investors
Pennsylvania
$510K +$5.91K +159 +1%
AIM
1949
Alhambra Investment Management
Florida
$510K +$510K +13,718 New
MC
1950
Mathes Company
New York
$509K -$176K -4,743 -26%
76 77
78
79 80