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2,378 hedge funds and large institutions have $176B invested in Pfizer in 2019 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 926 increasing their positions, 1,102 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.35B

23% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $173B → $176B (+$2.73B)

1% less funds holding

Funds holding: 2,3922,378 (-14)

0.68% less ownership

Funds ownership: 77.53%76.85% (-0.68%)

1% less funds holding in top 10

Funds holding in top 10: 202199 (-3)

16% less repeat investments, than reductions

Existing positions increased: 926 | Existing positions reduced: 1,102

Holders
2,378
Holders Change
-14
Holders Change %
-0.59%
% of All Funds
51.64%
Holding in Top 10
199
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.49%
% of All Funds
4.32%
New
92
Increased
926
Reduced
1,102
Closed
75
Calls
$1.74B
Puts
$1.35B
Net Calls
+$392M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.3B -$203M -5,106,763 -1%
BlackRock
2
BlackRock
New York
$18.5B -$829M -20,872,957 -4%
State Street
3
State Street
Massachusetts
$12.7B -$171M -4,296,789 -1%
Capital World Investors
4
Capital World Investors
California
$7.02B +$572M +14,393,917 +9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.84B +$2.49B +62,634,733 +79%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.77B +$223M +5,620,476 +5%
Bank of America
7
Bank of America
North Carolina
$4.4B +$322M +8,117,279 +8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$4.05B -$573M -14,433,533 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.68B +$44.8M +1,128,258 +1%
Northern Trust
10
Northern Trust
Illinois
$3.31B -$10.5M -265,674 -0.3%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$2.59B
Norges Bank
12
Norges Bank
Norway
$2.57B -$40.5M -1,019,734 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.56B -$70.1M -1,765,808 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$2.41B -$44.8M -1,128,075 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.09B -$96.4M -2,428,104 -5%
Morgan Stanley
16
Morgan Stanley
New York
$2.02B +$44.9M +1,129,779 +2%
Fisher Asset Management
17
Fisher Asset Management
Washington
$1.91B +$65.3M +1,643,613 +4%
Deutsche Bank
18
Deutsche Bank
Germany
$1.8B -$130M -3,262,102 -7%
Goldman Sachs
19
Goldman Sachs
New York
$1.74B -$536M -13,489,647 -24%
Wells Fargo
20
Wells Fargo
California
$1.58B -$23.2M -583,210 -1%
N
21
Nuveen
North Carolina
$1.56B +$1.45B +36,409,822 +2,240%
Charles Schwab
22
Charles Schwab
California
$1.56B +$36.4M +915,757 +2%
AAMU
23
Amundi Asset Management US
Massachusetts
$1.53B +$3.25M +81,858 +0.6%
Ameriprise
24
Ameriprise
Minnesota
$1.51B +$28.1M +706,765 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.49B -$17.4M -437,401 -1%

PFE Hedge Fund Activity: Q2 2019 in Review

2,378 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2019, worth a combined $176B — up 1.6% from $173B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PFE positions and 75 closed out — a net gain of 17 holders — while 926 added to existing stakes and 1,102 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.49B. The largest seller was BlackRock, cutting an estimated $829M.

  • 2,378 institutional investors held Pfizer (PFE) as of Q2 2019, down from 2,392 in Q1 2019.
  • Funds reported $176B of Pfizer stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 92 funds opened new Pfizer positions in Q2 2019 and 75 closed out, a net change of +17 holders.
  • The largest Pfizer buyer in Q2 2019 was Wellington Management Group, an estimated $2.49B added.
  • The largest Pfizer seller in Q2 2019 was BlackRock, an estimated $829M sold.

Based on aggregated 13F filings for Q2 2019.