PFE icon

Pfizer
PFE

Overview Fund Activity

2,433 hedge funds and large institutions have $129B invested in Pfizer in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 1,061 increasing their positions, 985 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,433
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
50.01%
Holding in Top 10
89
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-36.43%
% of All Funds
1.83%
New
151
Increased
1,061
Reduced
985
Closed
124
Calls
$895M
Puts
$1.39B
Net Calls
-$494M
Net Calls Change
-$57.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
2
Capital World Investors
Capital World Investors
California
+$642M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$284M
4
Franklin Resources
Franklin Resources
California
+$213M
5
State Street
State Street
Massachusetts
+$205M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$461M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$290M
3
Bank of America
Bank of America
North Carolina
-$270M
4
Citadel Advisors
Citadel Advisors
Florida
-$229M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1926
Wedgewood Investors
Pennsylvania
$439K +$13.1K +421 +3%
CWM
1927
Circle Wealth Management
New Jersey
$439K +$15K +483 +4%
FC
1928
Ferris Capital
Massachusetts
$438K -$40K -1,287 -8%
BOS
1929
Bingham Osborn & Scarborough
California
$438K -$28.7K -924 -6%
RWMH
1930
Riverpoint Wealth Management Holdings
Illinois
$436K +$436K +14,067 New
SCM
1931
Smith Capital Management
Arkansas
$435K -$5.74K -185 -1%
AWP
1932
Ascent Wealth Partners
New York
$435K -$1.95K -63 -0.4%
ISWM
1933
Independent Solutions Wealth Management
New York
$434K -$52.3K -1,685 -11%
PGA
1934
Portland Global Advisors
Maine
$434K – – –
HIIFS
1935
Harel Insurance Investments & Financial Services
Israel
$432K +$87K +2,804 +25%
BRA
1936
Bender Robert & Associates
California
$430K -$8.16K -263 -2%
EIA
1937
Edgemoor Investment Advisors
Maryland
$430K – – –
FIM
1938
Fruth Investment Management
Texas
$429K – – –
AIM
1939
Avity Investment Management
Connecticut
$429K +$3.29K +106 +0.8%
LWA
1940
Lenox Wealth Advisors
New York
$429K +$12.2K +392 +3%
AIM
1941
AIA Investment Management
Singapore
$428K +$60.7K +1,958 +17%
FC
1942
Forte Capital
New York
$428K +$67.6K +2,212 +19%
CF
1943
Copperwynd Financial
Arizona
$427K -$29.3K -947 -6%
EBT
1944
Enterprise Bank & Trust
Massachusetts
$427K – – –
SC
1945
SRB Corp
Massachusetts
$425K -$55.6K -1,790 -12%
SIG
1946
Sargent Investment Group
Maryland
$425K – – –
MIP
1947
Marietta Investment Partners
Wisconsin
$425K +$131K +4,216 +44%
BWA
1948
Burt Wealth Advisors
Maryland
$424K +$1.21K +39 +0.3%
CWM
1949
Confluence Wealth Management
Oregon
$424K +$22.1K +713 +6%
MWPCG
1950
Measured Wealth Private Client Group
New Hampshire
$424K +$45.1K +1,452 +12%
76 77
78
79 80