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Pfizer
PFE

2,675 hedge funds and large institutions have $137B invested in Pfizer in 2020 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 669 increasing their positions, 1,691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 314 | Existing positions closed: 110

18% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.19B

7% more funds holding

Funds holding: 2,509 → 2,675 (+166)

3% less capital invested

Capital invested by funds: $140B → $137B (-$3.59B)

5.86% less ownership

Funds ownership: 72.65% → 66.79% (-5.9%)

38% less funds holding in top 10

Funds holding in top 10: 103 → 64 (-39)

60% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 1,691

Holders
2,675
Holders Change
+166
Holders Change %
+6.62%
% of All Funds
47.33%
Holding in Top 10
64
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-37.86%
% of All Funds
1.13%
New
314
Increased
669
Reduced
1,691
Closed
110
Calls
$2.58B
Puts
$2.19B
Net Calls
+$399M
Net Calls Change
+$117M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$185M
2
Citadel Advisors
Citadel Advisors
Florida
+$171M
3
CS
Credit Suisse
Switzerland
+$148M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$141M
5
O
OrbiMed
New York
+$133M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.47B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.01B
3
State Street
State Street
Massachusetts
-$921M
4
Macquarie Group
Macquarie Group
Australia
-$694M
5
Bank of America
Bank of America
North Carolina
-$613M
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2701
Hayden Royal
North Carolina
– -$2.58M -74,210 Closed
AGM
2702
Alpine Global Management
New York
– -$2.38M -68,483 Closed
HI
2703
Horizon Investments
North Carolina
– -$2.06M -59,720 Closed
SM
2704
Senvest Management
New York
– -$1.78M -51,119 Closed
RA
2705
Ramius Advisors
New York
– -$1.77M -50,922 Closed
SIP
2706
Stoneridge Investment Partners
Pennsylvania
– -$1.73M -49,613 Closed
SGA
2707
Strategic Global Advisors
California
– -$1.52M -43,742 Closed
SCM
2708
Stevens Capital Management
Pennsylvania
– -$1.51M -43,357 Closed
SIM
2709
Sterling Investment Management
Arizona
– -$1.5M -43,044 Closed
SM
2710
SG3 Management
Puerto Rico
– -$1.47M -42,160 Closed
CMTU
2711
Capital Markets Trading (UK)
United Kingdom
– -$1.38M -37,633 Closed
RIM
2712
Rampart Investment Management
Connecticut
– -$1.27M -36,453 Closed
DF
2713
Donoghue Forlines
Massachusetts
– -$1.2M -34,436 Closed
JGC
2714
J. Goldman & Co
New York
– -$1.17M -33,553 Closed
VI
2715
Versor Investments
New York
– -$1.05M -30,250 Closed
TC
2716
Toews Corporation
New Jersey
– -$995K -28,563 Closed
TFCM
2717
Taylor Frigon Capital Management
Arizona
– -$973K -27,946 Closed
WI
2718
Wintrust Investments
Illinois
– -$886K -25,439 Closed
CAC
2719
Cowen and Company
New York
– -$734K -21,080 Closed
CC
2720
Cedar Capital
Illinois
– -$732K -21,032 Closed
NICM
2721
Neo Ivy Capital Management
New York
– -$667K -19,156 Closed
MC
2722
Maverick Capital
Texas
– -$640K -18,386 Closed
XS
2723
XR Securities
Illinois
– -$640K -17,457 Closed
IMC Chicago
2724
IMC Chicago
Illinois
– -$605K -17,371 Closed
BBL
2725
Beck Bode LLC
Massachusetts
– -$594K -17,068 Closed
107 108
109
110 111

PFE Hedge Fund Activity: Q4 2020 in Review

2,675 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2020, worth a combined $137B — down 2.6% from $140B a quarter earlier.

Buyers outnumbered sellers: 314 funds opened new PFE positions and 110 closed out — a net gain of 204 holders — while 669 added to existing stakes and 1,691 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was BlackRock, cutting an estimated $1.47B.

  • 2,675 institutional investors held Pfizer (PFE) as of Q4 2020, up from 2,509 in Q3 2020.
  • Funds reported $137B of Pfizer stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 314 funds opened new Pfizer positions in Q4 2020 and 110 closed out, a net change of +204 holders.
  • The largest Pfizer buyer in Q4 2020 was Morgan Stanley, an estimated $185M added.
  • The largest Pfizer seller in Q4 2020 was BlackRock, an estimated $1.47B sold.

Based on aggregated 13F filings for Q4 2020.