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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
SFA
2576
Stewardship Financial Advisors
Georgia
-$219K -5,896 Closed
NCM
2577
Neumann Capital Management
California
-$219K -5,890 Closed
DW
2578
Domani Wealth
Pennsylvania
-$219K -5,880 Closed
FPCP
2579
Fort Point Capital Partners
California
-$218K -5,852 Closed
LI
2580
LVZ Inc
Michigan
-$217K -5,848 Closed
AIA
2581
Armor Investment Advisors
North Carolina
-$214K -5,760 Closed
CWM
2582
Cabot Wealth Management
Massachusetts
-$214K -5,753 Closed
RWM
2583
Reston Wealth Management
Virginia
-$212K -5,714 Closed
HA
2584
HYA Advisors
Missouri
-$212K -5,704 Closed
SG
2585
Somerset Group
Minnesota
-$212K -5,692 Closed
PFA
2586
Paradigm Financial Advisors
Missouri
-$211K -5,683 Closed
AWM
2587
Apollon Wealth Management
South Carolina
-$211K -5,648 Closed
HCM
2588
Hilton Capital Management
New York
-$210K -5,640 Closed
PBF
2589
Petix & Botte Financial
California
-$212K -5,639 Closed
DA
2590
DSC Advisors
Illinois
-$209K -5,629 Closed
IDA
2591
Intelligence Driven Advisers
California
-$208K -5,593 Closed
TA
2592
TFG Advisers
Michigan
-$207K -5,578 Closed
ACM
2593
Anfield Capital Management
California
-$201K -5,557 Closed
OBWP
2594
O'Brien Wealth Partners
Massachusetts
-$203K -5,497 Closed
DBG
2595
De Burlo Group
Massachusetts
-$204K -5,486 Closed
Wealth Enhancement Advisory Services
2596
Wealth Enhancement Advisory Services
Minnesota
-$203K -5,469 Closed
AWA
2597
Alaska Wealth Advisors
Alaska
-$203K -5,466 Closed
ACM
2598
Armbruster Capital Management
New York
-$203K -5,449 Closed
SRCM
2599
Swift Run Capital Management
Virginia
-$202K -5,433 Closed
MCG
2600
McCollum Christoferson Group
New York
-$202K -5,431 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.