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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 %
CWM
1951
Circle Wealth Management
New Jersey
$509K -$24.8K -668 -5%
SWP
1952
Strategic Wealth Partners
Ohio
$508K -$95.5K -2,567 -16%
ZAM
1953
Zevin Asset Management
Massachusetts
$507K +$162K +4,364 +47%
HWA
1954
Heritage Wealth Advisors
Virginia
$507K +$52.9K +1,424 +12%
SIG
1955
Sargent Investment Group
Maryland
$506K -$31.4K -843 -6%
WRM
1956
Weybosset Research & Management
Rhode Island
$505K +$1.93K +52 +0.4%
SCP
1957
Stamos Capital Partners
California
$503K +$503K +13,544 New
RFN
1958
RDA Financial Network
Iowa
$501K -$3.14K -88 -0.6%
PV
1959
Private Vista
Illinois
$500K -$26.2K -705 -5%
PC
1960
Port Capital
Illinois
$499K – – –
LWA
1961
Lenox Wealth Advisors
New York
$499K +$15.5K +417 +3%
GC
1962
Grace Capital
Massachusetts
$498K -$125K -3,362 -20%
MWM
1963
Mattern Wealth Management
Kansas
$498K +$498K +13,403 New
BWA
1964
Burt Wealth Advisors
Maryland
$497K -$669 -18 -0.1%
KA
1965
Klingman & Associates
New York
$497K +$15.9K +428 +3%
BI
1966
Ballast Inc
Kentucky
$497K +$38K +1,022 +8%
SGK
1967
Steigerwald Gordon & Koch
Virginia
$497K +$224K +6,021 +82%
HRC
1968
Hoertkorn Richard Charles
$494K -$83.3K -2,240 -14%
IWP
1969
Icon Wealth Partners
Texas
$494K +$56.5K +1,521 +13%
MWM
1970
Meridian Wealth Management
Kentucky
$493K +$5.8K +156 +1%
PTB
1971
Pioneer Trust Bank
Oregon
$491K -$3.12K -84 -0.6%
CCIA
1972
Campbell & Co Investment Adviser
Maryland
$490K +$490K +13,173 New
GTAM
1973
Global Trust Asset Management
Florida
$488K – – –
BMCM
1974
Bryn Mawr Capital Management
Pennsylvania
$488K +$6.43K +173 +1%
PSC
1975
Prentiss Smith & Co
Vermont
$487K -$27.6K -744 -5%
77 78
79
80 81