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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
GLI
2501
Guardian Life Insurance
New York
-$639K -17,179 Closed
JGGDR
2502
JGP Global Gestao de Recursos
Brazil
-$636K -17,102 Closed
PP
2503
Parplus Partners
New York
-$617K -16,592 Closed
HA
2504
HC Advisors
Georgia
-$611K -16,439 Closed
Jacobs Levy Equity Management
2505
Jacobs Levy Equity Management
New Jersey
-$601K -16,178 Closed
RCM
2506
Requisite Capital Management
Texas
-$71K -15,810 Closed
SCI
2507
Stableford Capital II
Arizona
-$569K -15,319 Closed
QWM
2508
QP Wealth Management
New Jersey
-$524K -14,908 Closed
LWMM
2509
Legacy Wealth Management (Mississippi)
Mississippi
-$533K -14,339 Closed
SCP
2510
Stamos Capital Partners
California
-$503K -13,544 Closed
CCIA
2511
Campbell & Co Investment Adviser
Maryland
-$490K -13,173 Closed
SEEDPG
2512
S.E.E.D. Planning Group
New York
-$479K -12,882 Closed
GAM
2513
Grandview Asset Management
Pennsylvania
-$467K -12,585 Closed
WA
2514
Wheatland Advisors
Pennsylvania
-$448K -12,047 Closed
VCM
2515
Virtue Capital Management
Tennessee
-$441K -11,858 Closed
RSCM
2516
Rock Springs Capital Management
Maryland
-$407K -10,962 Closed
RIM
2517
Redwood Investment Management
Arizona
-$405K -10,906 Closed
LC
2518
Loews Corp
New York
-$405K -10,895 Closed
DLCIG
2519
D.L. Carlson Investment Group
New Hampshire
-$357K -9,614 Closed
GQG Partners
2520
GQG Partners
Florida
-$355K -9,538 Closed
CIP
2521
Chartwell Investment Partners
Pennsylvania
-$350K -9,411 Closed
RTS
2522
Round Table Services
New Jersey
-$340K -9,156 Closed
WA
2523
Winfield Associates
Ohio
-$340K -9,140 Closed
QFA
2524
Quattro Financial Advisors
Texas
-$337K -8,854 Closed
CFW
2525
CA Family Wealth
California
-$326K -8,759 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.