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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 %
PAA
2001
Peregrine Asset Advisers
Oregon
$307K +$9.45K +226 +3%
FGAM
2002
Financial Gravity Asset Management
Texas
$304K -$40.5K -987 -12%
SAS
2003
Stelac Advisory Services
New York
$304K +$6.56K +157 +2%
BCAM
2004
Boston Common Asset Management
Massachusetts
$302K – – –
DOA
2005
D'Orazio & Associates
Virginia
$302K +$1.09K +26 +0.4%
SHIM
2006
Stone House Investment Management
Pennsylvania
$302K +$2.38K +57 +0.8%
CWM
2007
Cabot Wealth Management
Massachusetts
$301K +$42 +1 +0%
LRIC
2008
Long Road Investment Counsel
Michigan
$299K – – –
TCOO
2009
Trust Company of Oklahoma
Oklahoma
$299K -$70.5K -1,686 -19%
VCM
2010
Versant Capital Management
Arizona
$296K -$417 -10 -0.1%
EDRIA
2011
Edmonds Duncan Registered Investment Advisors
Kansas
$295K – – –
SRIM
2012
Saratoga Research & Investment Management
California
$294K -$13.2K -316 -4%
TIM
2013
Total Investment Management
Arizona
$294K +$126 +3 +0%
FMB
2014
Field & Main Bank
Kentucky
$293K – – –
TW
2015
Towerpoint Wealth
California
$293K +$18.5K +441 +7%
PA
2016
PFG Advisors
Arizona
$292K -$7.27K -174 -2%
BII
2017
Bainco International Investors
Massachusetts
$291K +$31.5K +753 +12%
ACM
2018
Armbruster Capital Management
New York
$290K +$290K +6,926 New
SFG
2019
StrategIQ Financial Group
Indiana
$287K +$21.9K +525 +8%
CM
2020
Castleark Management
Illinois
$286K – – –
CAM
2021
Concorde Asset Management
Michigan
$285K +$590 +14 +0.2%
GCM
2022
Gladius Capital Management
Illinois
$283K -$654K -15,631 -70%
CSA
2023
Cottage Street Advisors
Massachusetts
$283K – – –
NQWM
2024
Northwest Quadrant Wealth Management
Oregon
$283K +$1.42K +34 +0.5%
WC
2025
Weil Company
California
$280K +$1.13K +27 +0.4%
79 80
81
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