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2,392 hedge funds and large institutions have $173B invested in Pfizer in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 906 increasing their positions, 1,113 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 111

19% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.29B

1.62% more ownership

Funds ownership: 75.91%77.53% (+1.6%)

0% less funds holding

Funds holding: 2,4042,392 (-12)

4% less capital invested

Capital invested by funds: $180B → $173B (-$6.79B)

19% less repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 1,113

38% less funds holding in top 10

Funds holding in top 10: 328202 (-126)

Holders
2,392
Holders Change
-12
Holders Change %
-0.5%
% of All Funds
51.76%
Holding in Top 10
202
Holding in Top 10 Change
-126
Holding in Top 10 Change %
-38.41%
% of All Funds
4.37%
New
132
Increased
906
Reduced
1,113
Closed
111
Calls
$1.53B
Puts
$1.29B
Net Calls
+$241M
Net Calls Change
+$316M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.1B -$68M -1,697,438 -0.4%
BlackRock
2
BlackRock
New York
$18.9B -$715M -17,849,498 -4%
State Street
3
State Street
Massachusetts
$12.6B +$137M +3,409,424 +1%
Capital World Investors
4
Capital World Investors
California
$6.3B +$967M +24,149,232 +18%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.55B -$132M -3,296,491 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.43B -$212M -5,291,623 -5%
Bank of America
7
Bank of America
North Carolina
$3.99B -$246M -6,141,356 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.56B +$372M +9,277,242 +12%
Northern Trust
9
Northern Trust
Illinois
$3.26B -$51.7M -1,291,578 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$3.2B -$13M -325,118 -0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.58B -$203M -5,081,040 -7%
Norges Bank
12
Norges Bank
Norway
$2.56B +$98.2M +2,452,641 +4%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.53B
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$2.41B +$18.7M +466,580 +0.8%
Goldman Sachs
15
Goldman Sachs
New York
$2.25B +$597M +14,913,180 +36%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.15B -$60.2M -1,502,539 -3%
Morgan Stanley
17
Morgan Stanley
New York
$1.93B -$189M -4,712,104 -9%
Deutsche Bank
18
Deutsche Bank
Germany
$1.89B +$287M +7,175,081 +18%
Fisher Asset Management
19
Fisher Asset Management
Washington
$1.81B +$31.4M +783,267 +2%
Wells Fargo
20
Wells Fargo
California
$1.57B -$121M -3,024,972 -7%
Charles Schwab
21
Charles Schwab
California
$1.49B +$25M +624,819 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.48B +$224M +5,595,890 +18%
Ameriprise
23
Ameriprise
Minnesota
$1.46B -$442M -11,040,514 -23%
LSV Asset Management
24
LSV Asset Management
Illinois
$1.43B -$56.9M -1,420,476 -4%
Capital International Investors
25
Capital International Investors
California
$1.34B +$47.6M +1,188,902 +4%

PFE Hedge Fund Activity: Q1 2019 in Review

2,392 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2019, worth a combined $173B — down 3.8% from $180B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new PFE positions and 111 closed out — a net gain of 21 holders — while 906 added to existing stakes and 1,113 trimmed.

The largest buyer was Capital World Investors, adding an estimated $967M. The largest seller was BlackRock, cutting an estimated $715M.

  • 2,392 institutional investors held Pfizer (PFE) as of Q1 2019, down from 2,404 in Q4 2018.
  • Funds reported $173B of Pfizer stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 132 funds opened new Pfizer positions in Q1 2019 and 111 closed out, a net change of +21 holders.
  • The largest Pfizer buyer in Q1 2019 was Capital World Investors, an estimated $967M added.
  • The largest Pfizer seller in Q1 2019 was BlackRock, an estimated $715M sold.

Based on aggregated 13F filings for Q1 2019.