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2,438 hedge funds and large institutions have $130B invested in Pfizer in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 990 increasing their positions, 1,120 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 107140 (+33)

0.36% less ownership

Funds ownership: 76.09%75.73% (-0.36%)

3% less funds holding

Funds holding: 2,5252,438 (-87)

12% less repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 1,120

17% less capital invested

Capital invested by funds: $157B → $130B (-$26.7B)

30% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 181

33% less call options, than puts

Call options by funds: $876M | Put options by funds: $1.31B

Holders
2,438
Holders Change
-87
Holders Change %
-3.45%
% of All Funds
53.71%
Holding in Top 10
140
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+30.84%
% of All Funds
3.08%
New
126
Increased
990
Reduced
1,120
Closed
181
Calls
$876M
Puts
$1.31B
Net Calls
-$436M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
226
Waddell & Reed Financial
Kansas
$41.8M +$1.01M +29,747 +2%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$41.7M +$30.5M +895,133 +199%
SCA
228
STALEY CAPITAL ADVISERS
Pennsylvania
$41.1M +$1.89M +55,343 +4%
USAA
229
United Services Automobile Association
Texas
$40.4M -$1.57M -46,145 -3%
XK
230
Xact Kapitalforvaltning
Sweden
$40.3M +$565K +16,575 +1%
MIS
231
Morningstar Investment Services
Illinois
$40.3M +$747K +21,908 +2%
PCA
232
Personal Capital Advisors
California
$40.1M +$2.78M +81,618 +7%
SLAM
233
Swiss Life Asset Management
$40.1M -$5.08M -149,017 -10%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$40M +$21.1M +618,908 +92%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$39.6M -$7.15M -209,899 -14%
CI
236
Cambiar Investors
Colorado
$39.2M +$43.2M +1,266,734 New
MSL
237
Mackay Shields LLC
New York
$39.1M +$5.54M +162,728 +15%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$38.9M +$1.03M +30,278 +2%
PHS
239
PFM Health Sciences
California
$38.5M +$9.25M +271,439 +28%
KCM
240
Kornitzer Capital Management
Kansas
$38.2M -$66.7K -1,957 -0.2%
RRAM
241
River Road Asset Management
Kentucky
$38M +$9.73M +285,532 +30%
Nomura Asset Management
242
Nomura Asset Management
Japan
$37.6M +$1.07M +31,289 +3%
Los Angeles Capital Management
243
Los Angeles Capital Management
California
$37.6M +$3.16M +92,809 +8%
AAM
244
Advisors Asset Management
Colorado
$37.4M +$3.27M +95,884 +9%
BCM
245
Becker Capital Management
Oregon
$36.6M -$6.51M -190,951 -14%
ASRS
246
Arizona State Retirement System
Arizona
$36M -$342K -10,028 -0.9%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$35.9M
Brown Advisory
248
Brown Advisory
Maryland
$35.8M +$189K +5,552 +0.5%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$35.7M -$10M -294,380 -20%
TH
250
TCTC Holdings
Texas
$35.6M -$33.1K -970 -0.1%

PFE Hedge Fund Activity: Q1 2020 in Review

2,438 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2020, worth a combined $130B — down 17% from $157B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of PFE and 126 opened new positions — a net loss of 55 holders — while 1,120 trimmed existing stakes and 990 added.

The largest buyer was Capital World Investors, adding an estimated $1.3B. The largest seller was Fisher Asset Management, cutting an estimated $1.43B.

  • 2,438 institutional investors held Pfizer (PFE) as of Q1 2020, down from 2,525 in Q4 2019.
  • Funds reported $130B of Pfizer stock for Q1 2020, down 17% quarter-over-quarter.
  • 126 funds opened new Pfizer positions in Q1 2020 and 181 closed out, a net change of -55 holders.
  • The largest Pfizer buyer in Q1 2020 was Capital World Investors, an estimated $1.3B added.
  • The largest Pfizer seller in Q1 2020 was Fisher Asset Management, an estimated $1.43B sold.

Based on aggregated 13F filings for Q1 2020.