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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
QWM
2601
Quaker Wealth Management
New Jersey
-$202K -5,430 Closed
RCAMU
2602
Rothschild & Co Asset Management US
Connecticut
-$200K -5,374 Closed
MS
2603
Mizuho Securities
Japan
-$199K -5,344 Closed
RA
2604
Rational Advisors
New York
-$155K -4,164 Closed
LFA
2605
Lighthouse Financial Advisors
Maryland
-$132K -3,558 Closed
CWA
2606
Capital Wealth Alliance
Arizona
-$117K -3,302 Closed
BRC
2607
Bell Rock Capital
Delaware
-$111K -3,005 Closed
AWA
2608
Artemis Wealth Advisors
New York
-$110K -2,964 Closed
PWP
2609
Personal Wealth Partners
Minnesota
-$83K -2,230 Closed
BAM
2610
Baldrige Asset Management
Pennsylvania
-$78K -2,088 Closed
NO
2611
Ninety One
South Africa
-$64K -1,854 Closed
IIA
2612
ICW Investment Advisors
Arizona
-$58K -1,563 Closed
AP
2613
Arlington Partners
Alabama
-$53K -1,413 Closed
MAM
2614
Marquette Asset Management
Minnesota
-$20K -550 Closed
TFA
2615
Tobias Financial Advisors
Florida
-$18K -494 Closed
NIM
2616
NuWave Investment Management
New Jersey
-$18K -475 Closed
CI
2617
Cordant Inc
Oregon
-$15K -415 Closed
SCA
2618
Stuart Chaussee & Associates
California
-$10K -280 Closed
FIA
2619
FNY Investment Advisers
New York
-$7K -211 Closed
TJHA
2620
Thomas J. Herzfeld Advisors
Florida
-$5K -136 Closed
WLPWM
2621
Walled Lake Planning & Wealth Management
Illinois
-$3K -79 Closed
SHWM
2622
Silicon Hills Wealth Management
Texas
-$178 -7 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.