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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
EDRH
276
Edmond de Rothschild Holding
Switzerland
$29.4M -$6.83M -200,369 -17%
Nomura Holdings
277
Nomura Holdings
Japan
$29M -$17.5M -514,654 -35%
DCM
278
Donaldson Capital Management
Indiana
$28.7M +$1.21M +35,513 +4%
William Blair & Company
279
William Blair & Company
Illinois
$28.3M +$369K +10,824 +1%
WA
280
WestEnd Advisors
North Carolina
$28M +$30.8M +902,863 New
GIA
281
Guyasuta Investment Advisors
Pennsylvania
$27.5M -$253K -7,433 -0.8%
Parallax Volatility Advisers
282
Parallax Volatility Advisers
California
$27.4M +$13.4M +393,037 +80%
Creative Planning
283
Creative Planning
Kansas
$27.4M -$1.21M -35,586 -4%
MLICM
284
Metropolitan Life Insurance Company (MetLife)
New York
$27.4M -$115K -3,372 -0.4%
SF
285
Synovus Financial
Georgia
$27M +$5.45M +160,088 +22%
WF
286
Welch & Forbes
Massachusetts
$26.9M -$1.82M -53,532 -6%
QP
287
Quilter Plc
United Kingdom
$26.7M +$2.41M +70,743 +9%
PAM
288
Panagora Asset Management
Massachusetts
$26.6M -$4.85M -142,475 -14%
AB
289
Amalgamated Bank
New York
$26.5M -$1.11M -32,642 -4%
OC
290
Oppenheimer & Co
New York
$26.3M +$1.26M +37,066 +5%
ERSOT
291
Employees Retirement System of Texas
Texas
$26.3M
ProShare Advisors
292
ProShare Advisors
Maryland
$26.3M -$15.1M -441,920 -34%
ST
293
Sabal Trust
Florida
$26.2M -$398K -11,691 -1%
ZCM
294
Ziegler Capital Management
Illinois
$25.8M +$28.4M +833,698 New
MSA
295
Mason Street Advisors
Wisconsin
$25.8M
SAM
296
Shell Asset Management
Netherlands
$25.8M -$1.82M -53,354 -6%
SC
297
Samlyn Capital
New York
$25.5M +$28M +823,133 New
KBG
298
Kahn Brothers Group
New York
$25.1M -$1.42M -41,599 -5%
AIMCA
299
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M -$6.73M -197,415 -20%
TU
300
TDAM USA
Ontario, Canada
$25.1M +$3.1M +90,842 +13%

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.