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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
CCM
2526
Crabel Capital Management
California
-$321K -8,641 Closed
BSPF
2527
British Steel Pension Fund
United Kingdom
-$308K -8,296 Closed
EI
2528
Ethic Inc
New York
-$308K -8,293 Closed
EA
2529
Elm Advisors
California
-$305K -8,207 Closed
CSPIA
2530
Cary Street Partners Investment Advisory
Virginia
-$302K -8,137 Closed
BFG
2531
Barber Financial Group
Kansas
-$301K -8,111 Closed
AWM
2532
Affinity Wealth Management
Delaware
-$299K -8,034 Closed
VCM
2533
Vision Capital Management
Oregon
-$296K -7,962 Closed
MWM
2534
Maltin Wealth Management
New Jersey
-$293K -7,874 Closed
PTC
2535
Petrus Trust Company
Texas
-$287K -7,719 Closed
SEIA
2536
Signature Estate & Investment Advisors
California
-$280K -7,540 Closed
BOS
2537
Bank of Stockton
California
-$270K -7,267 Closed
WF
2538
WoodTrust Financial
Wisconsin
-$268K -7,207 Closed
GCP
2539
GSA Capital Partners
United Kingdom
-$266K -7,167 Closed
HPIA
2540
Hamilton Point Investment Advisors
North Carolina
-$264K -7,098 Closed
PAG
2541
Pinnacle Advisory Group
Maryland
-$257K -6,907 Closed
LWM
2542
Lyell Wealth Management
California
-$257K -6,906 Closed
DPI
2543
Diversified Portfolios Inc
Michigan
-$254K -6,824 Closed
CPC
2544
Consolidated Planning Corp
Georgia
-$253K -6,816 Closed
NPF
2545
Norris Perne & French
Michigan
-$250K -6,726 Closed
SHWM
2546
Smith & Howard Wealth Management
Georgia
-$249K -6,710 Closed
WAM
2547
Weiss Asset Management
Massachusetts
-$248K -6,683 Closed
CISOA
2548
Capital Investment Services of America
Wisconsin
-$248K -6,661 Closed
AFG
2549
Albion Financial Group
Utah
-$244K -6,569 Closed
HWA
2550
Heartwood Wealth Advisors
Virginia
-$244K -6,565 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.