PFE icon

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 %
CHP
2001
Cable Hill Partners
Oregon
$464K +$464K +12,495 New
MIP
2002
Marietta Investment Partners
Wisconsin
$461K – – –
CAN
2003
Claraphi Advisory Network
United States
$460K -$69.9K -1,881 -13%
FP
2004
Fiduciary Planning
Florida
$459K +$459K +12,673 New
HEIP
2005
Hudson Edge Investment Partners
New Jersey
$458K – – –
CA
2006
Cambridge Advisors
Nebraska
$456K +$707 +19 +0.2%
AFP
2007
Ausdal Financial Partners
Iowa
$455K -$79.2K -2,220 -15%
NCM
2008
Northside Capital Management
Oregon
$453K – – –
ATWA
2009
Arbor Trust Wealth Advisors
Michigan
$453K +$453K +12,187 New
KLI
2010
Kelman-Lazarov Inc
Tennessee
$452K -$15.3K -413 -3%
FBA
2011
Front Barnett Associates
Illinois
$452K – – –
FHC
2012
First Heartland Consultants
Missouri
$452K +$3.54K +95 +0.8%
HWM
2013
Howard Wealth Management
Connecticut
$452K +$452K +12,183 New
PFGIA
2014
Patriot Financial Group Insurance Agency
Massachusetts
$449K -$53.6K -1,442 -11%
SAM
2015
SignalPoint Asset Management
Missouri
$449K +$4.43K +119 +1%
BCI
2016
Brinker Capital Investments
Pennsylvania
$449K +$49.6K +1,336 +12%
WA
2017
Wheatland Advisors
Pennsylvania
$448K -$475K -12,777 -51%
PCS
2018
Personal CFO Solutions
New Jersey
$448K -$90.7K -2,436 -17%
SIP
2019
Stoneridge Investment Partners
Pennsylvania
$447K – – –
BHWM
2020
Bay Harbor Wealth Management
Maryland
$447K +$106K +2,856 +31%
PA
2021
Procyon Advisors
Connecticut
$447K +$447K +12,023 New
PPP
2022
Private Portfolio Partners
New Jersey
$445K -$22.1K -594 -5%
SWM
2023
Sugarloaf Wealth Management
Georgia
$444K +$444K +11,954 New
VCM
2024
Virtue Capital Management
Tennessee
$441K -$1.3M -35,003 -75%
ACA
2025
Affinity Capital Advisors
California
$440K +$440K +11,847 New
79 80
81
82 83