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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
UCMOK
2476
United Capital Management of KS
Kansas
-$1.51M -40,644 Closed
IWA
2477
IBEX Wealth Advisors
New Jersey
-$1.48M -39,843 Closed
QT
2478
Quantamental Technologies
New York
-$1.41M -37,853 Closed
GCM
2479
Gladius Capital Management
Illinois
-$1.36M -36,656 Closed
ZIG
2480
Zurich Insurance Group
Switzerland
-$1.29M -34,677 Closed
AR
2481
Advisory Research
Illinois
-$1.21M -32,657 Closed
DA
2482
Duality Advisers
Florida
-$1.21M -32,643 Closed
PCMC
2483
Paragon Capital Management (Colorado)
Colorado
-$1.2M -32,138 Closed
LP
2484
LMR Partners
United Kingdom
-$1.14K -30,621 Closed
AAM
2485
American Asset Management
Florida
-$1.08M -29,191 Closed
Qube Research & Technologies (QRT)
2486
Qube Research & Technologies (QRT)
United Kingdom
-$1.07M -28,830 Closed
MDSL
2487
M.D. Sass LLC
New York
-$1.03M -27,826 Closed
WCM
2488
Weld Capital Management
New York
-$954K -25,674 Closed
SCP
2489
Seizert Capital Partners
Michigan
-$922K -24,809 Closed
AC
2490
Athanor Capital
New York
-$893K -24,031 Closed
ER
2491
Enlightenment Research
Florida
-$885K -23,820 Closed
PAM
2492
PVG Asset Management
Colorado
-$869K -23,367 Closed
AAM
2493
Azzad Asset Management
Virginia
-$693K -22,106 Closed
ACM
2494
Ativo Capital Management
Illinois
-$820K -22,065 Closed
PCM
2495
Palisade Capital Management
New Jersey
-$820K -22,058 Closed
QCM
2496
Quantinno Capital Management
New York
-$806K -21,679 Closed
NP
2497
NS Partners
United Kingdom
-$779K -20,967 Closed
TLP
2498
Trinity Legacy Partners
Texas
-$743K -20,129 Closed
Twin Tree Management
2499
Twin Tree Management
Texas
-$677K -19,870 Closed
MFG
2500
Menard Financial Group
Texas
-$704K -18,941 Closed

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.