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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
CPSAC
326
Chas P. Smith & Associates (CPS)
Florida
$21M +$543K +15,949 +2%
HC
327
Henshaw Capital
Massachusetts
$20.8M -$110K -3,223 -0.5%
RG
328
Rathbones Group
United Kingdom
$20.5M +$750K +22,016 +3%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$20.4M -$1.5M -43,904 -6%
OA
330
Oak Associates
Ohio
$20.1M -$1.88M -55,312 -8%
ISL
331
Ingalls & Snyder LLC
New York
$20M -$83.6K -2,453 -0.4%
CIM
332
Corda Investment Management
Texas
$20M -$266K -7,804 -1%
BCIM
333
British Columbia Investment Management
British Columbia, Canada
$19.8M -$25.1M -737,632 -54%
CS
334
Candriam SCA
Luxembourg
$19.5M
TAF
335
Tredje AP-fonden
Sweden
$19.4M +$799K +23,436 +4%
RJT
336
Raymond James Trust
Florida
$19.2M -$30K -879 -0.1%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2M +$3.48M +102,128 +20%
CWM
338
CIBC World Markets
New York
$19.2M -$22M -644,492 -51%
SI
339
Stephens Inc
Arkansas
$19M -$43.9K -1,288 -0.2%
DILIC
340
Dai-ichi Life Insurance Company
Japan
$18.9M -$5.65M -165,906 -21%
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$18.9M +$1.05M +30,724 +5%
CCMG
342
Clark Capital Management Group
Pennsylvania
$18.8M -$286K -8,403 -1%
FFIC
343
First Fiduciary Investment Counsel
Ohio
$18.8M -$73.6K -2,160 -0.4%
CIA
344
Capital Investment Advisors
Georgia
$18.7M +$2.66M +78,039 +15%
WCM
345
Windward Capital Management
California
$18.7M -$636K -18,666 -3%
FCI
346
Financial Counselors Inc
Kansas
$18.6M -$1.12M -32,918 -5%
NLGIA
347
Nippon Life Global Investors Americas
New York
$18.5M +$7.1M +208,281 +54%
B
348
BP
United Kingdom
$18.4M
CTC
349
Central Trust Company
Missouri
$18.4M +$430K +12,616 +2%
WT
350
Whittier Trust
California
$18.3M -$313K -9,196 -2%

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.