2,399 hedge funds and large institutions have $180B invested in Pfizer in 2018 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 778 increasing their positions, 1,124 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
+147
Holders Change %
+6.53%
% of All Funds
53.54%
Holding in Top 10
327
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+25.77%
% of All Funds
7.3%
New
258
Increased
778
Reduced
1,124
Closed
86
Calls
$1.21B
Puts
$1.28B
Net Calls
-$74.9M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
2001
Pinion Investment Advisors
Kansas
$404K +$20.6K +497 +5%
LC
2002
Landaas & Company
Wisconsin
$403K +$83 +2 +0%
MLFP
2003
MPS Loria Financial Planners
Illinois
$403K +$2.03K +49 +0.5%
CAM
2004
Concorde Asset Management
Michigan
$402K +$123K +2,980 +44%
DI
2005
DFPG Investments
Utah
$402K +$402K +9,718 New
MCM
2006
MV Capital Management
Maryland
$401K +$23.7K +572 +6%
MIP
2007
Marietta Investment Partners
Wisconsin
$400K -$124K -2,990 -24%
RPC
2008
Rossmore Private Capital
Connecticut
$396K +$30.6K +738 +8%
HCA
2009
Harbour Capital Advisors
Virginia
$394K -$42.7K -1,031 -10%
CCM
2010
Carlson Capital Management
Minnesota
$394K +$16.8K +404 +4%
PFGIA
2011
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$144K +3,475 +58%
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$393K -$53K -1,278 -12%
CW
2013
Cabot-Wellington
Massachusetts
$393K
JLBC
2014
J.L. Bainbridge & Co
Florida
$393K +$290 +7 +0.1%
BA
2015
BKS Advisors
Michigan
$393K +$85.4K +2,061 +28%
ARM
2016
Adirondack Research & Management
New York
$392K
BKA
2017
Brick & Kyle Associates
Pennsylvania
$390K +$390K +9,415 New
OBWP
2018
O'Brien Wealth Partners
Massachusetts
$389K
FSC
2019
Full Sail Capital
Oklahoma
$389K +$389K +9,397 New
EA
2020
Elm Advisors
California
$388K
LWS
2021
Lucia Wealth Services
California
$387K -$340K -8,202 -47%
CPC
2022
Congress Park Capital
New York
$387K
NPF
2023
Norris Perne & French
Michigan
$387K +$16.7K +404 +5%
CAM
2024
Close Asset Management
United Kingdom
$385K -$11.1M -455,459 -97%
PD
2025
Planning Directions
Pennsylvania
$385K +$2.28K +55 +0.6%