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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
MCM
2551
Mainstay Capital Management
Michigan
-$244K -6,554 Closed
CBB
2552
Citizens Business Bank
California
-$242K -6,527 Closed
KWM
2553
Keebeck Wealth Management
Illinois
-$239K -6,452 Closed
TI
2554
Truepoint Inc
Ohio
-$239K -6,419 Closed
SEM
2555
Suncoast Equity Management
Florida
-$236K -6,362 Closed
MCMT
2556
Moon Capital Management (Tennessee)
Tennessee
-$235K -6,331 Closed
PGCM
2557
Prescott Group Capital Management
Oklahoma
-$235K -6,324 Closed
NCM
2558
Nelson Capital Management
California
-$233K -6,279 Closed
JLBC
2559
J.L. Bainbridge & Co
Florida
-$233K -6,269 Closed
RWMH
2560
Riverpoint Wealth Management Holdings
Illinois
-$232K -6,242 Closed
AIA
2561
Angeles Investment Advisors
California
-$231K -6,209 Closed
LF
2562
LifeSteps Financial
California
-$229K -6,162 Closed
LP
2563
LGL Partners
Pennsylvania
-$228K -6,147 Closed
FA
2564
Fagan Associates
New York
-$228K -6,146 Closed
LAIC
2565
Lederer & Associates Investment Counsel
California
-$228K -6,124 Closed
PDM
2566
Penn Davis McFarland
Texas
-$226K -6,072 Closed
TCM
2567
Tufton Capital Management
Maryland
-$224K -6,043 Closed
CCM
2568
Chickasaw Capital Management
Tennessee
-$222K -5,981 Closed
CWM
2569
Connecticut Wealth Management
Connecticut
-$222K -5,981 Closed
ACM
2570
Alta Capital Management
Utah
-$221K -5,958 Closed
VIM
2571
Vista Investment Management
Pennsylvania
-$221K -5,953 Closed
GIP
2572
Greatmark Investment Partners
Georgia
-$221K -5,942 Closed
FSCM
2573
Front Street Capital Management
Montana
-$221K -5,941 Closed
PFC
2574
Phocas Financial Corp
California
-$220K -5,940 Closed
BCB
2575
Brian C. Broderick
-$219K -5,902 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.