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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
AIA
301
Avalon Investment & Advisory
Texas
$25M -$6.51M -191,144 -19%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$25M +$9.01M +264,339 +49%
FAF
303
Första AP-fonden
Sweden
$24.9M +$27.4M +803,359 New
MOACM
304
Mutual of America Capital Management
New York
$24.6M +$380K +11,161 +1%
JFL
305
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.2M -$3.43M -100,520 -11%
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$24M -$78.9K -2,316 -0.3%
CSS
307
Cubist Systematic Strategies
Connecticut
$24M +$16.1M +473,210 +157%
VRS
308
Virginia Retirement Systems
Virginia
$23.8M +$2.7M +79,367 +12%
NIM
309
Nexus Investment Management
Ontario, Canada
$23.3M +$1.33M +39,135 +5%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$23.1M -$574K -16,845 -2%
PA
311
Pinnacle Associates
New York
$22.9M +$1.34M +39,403 +6%
BF
312
BOK Financial
Oklahoma
$22.8M +$219K +6,415 +0.9%
GF
313
Gabelli Funds
New York
$22.7M +$287K +8,432 +1%
Connor, Clark & Lunn Investment Management (CC&L)
314
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$22.6M +$3.26M +95,667 +15%
OCM
315
Oakview Capital Management
Texas
$22.4M +$3.32M +97,527 +16%
TF
316
TIAA FSB
Florida
$22.4M -$1M -29,473 -4%
HW
317
Hancock Whitney
Mississippi
$22.2M +$3.78M +110,874 +18%
AC
318
Armistice Capital
New York
$22.1M +$24.3M +714,612 New
Fayez Sarofim & Co
319
Fayez Sarofim & Co
Texas
$22.1M -$100K -2,943 -0.4%
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$22M -$9.69M -284,305 -29%
FFA
321
First Foundation Advisors
California
$21.8M -$283K -8,312 -1%
NAM
322
Nissay Asset Management
Japan
$21.7M -$710K -20,826 -3%
RFC
323
Regions Financial Corp
Alabama
$21.7M -$2.2M -64,643 -8%
BAM
324
Berkshire Asset Management
Pennsylvania
$21.6M +$874K +25,659 +4%
Mariner
325
Mariner
Kansas
$21.2M +$1.72M +50,332 +8%

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.