Pfizer
PFE
2,883 hedge funds and large institutions have $106B invested in Pfizer in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 1,228 increasing their positions, 1,247 reducing their positions, and 216 closing their positions.
2% less repeat investments, than reductions
Existing positions increased: 1,228 | Existing positions reduced: 1,247
1.64% less ownership
Funds ownership: 68.99% → 67.35% (-1.6%)
2% less funds holding
Funds holding: 2,941 → 2,883 (-58)
6% less capital invested
Capital invested by funds: $112B → $106B (-$6.65B)
11% less first-time investments, than exits
New positions opened: 193 | Existing positions closed: 216
23% less funds holding in top 10
Funds holding in top 10: 40 → 31 (-9)
42% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $3.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$499M |
| 2 |
Two Sigma Advisers
New York
|
+$292M |
| 3 |
Barclays
London,
United Kingdom
|
+$276M |
| 4 |
D.E. Shaw & Co
New York
|
+$271M |
| 5 |
Two Sigma Investments
New York
|
+$234M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.71B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.69B |
| 3 |
Neuberger Berman Group
New York
|
-$559M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$339M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$266M |
PFE Hedge Fund Activity: Q1 2024 in Review
2,883 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2024, worth a combined $106B — down 5.9% from $112B a quarter earlier.
Sellers outnumbered buyers: 216 funds closed out of PFE and 193 opened new positions — a net loss of 23 holders — while 1,247 trimmed existing stakes and 1,228 added.
The largest buyer was Charles Schwab, adding an estimated $499M. The largest seller was Wellington Management Group, cutting an estimated $1.71B.
- 2,883 institutional investors held Pfizer (PFE) as of Q1 2024, down from 2,941 in Q4 2023.
- Funds reported $106B of Pfizer stock for Q1 2024, down 5.9% quarter-over-quarter.
- 193 funds opened new Pfizer positions in Q1 2024 and 216 closed out, a net change of -23 holders.
- The largest Pfizer buyer in Q1 2024 was Charles Schwab, an estimated $499M added.
- The largest Pfizer seller in Q1 2024 was Wellington Management Group, an estimated $1.71B sold.
Based on aggregated 13F filings for Q1 2024.