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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
II
351
IFM Investors
Australia
$18.1M -$663K -19,461 -3%
Public Sector Pension Investment Board (PSP Investments)
352
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.1M -$14.6M -428,936 -42%
SFM
353
Sphera Funds Management
Israel
$18M +$19.8M +579,700 New
VWM
354
Valley Wealth Managers
New Jersey
$17.8M +$545K +16,007 +3%
NMIMC
355
Northwestern Mutual Investment Management Company
Wisconsin
$17.7M +$11.8M +346,228 +153%
FTIOP
356
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.7M -$3.67M -107,629 -16%
SAM
357
Securian Asset Management
Minnesota
$17.7M -$337K -9,890 -2%
CM
358
Churchill Management
California
$17.7M +$19.4M +570,716 New
FT
359
Fiduciary Trust
Massachusetts
$17.7M -$555K -16,283 -3%
FMI
360
Factory Mutual Insurance
Massachusetts
$17.6M -$25.1M -735,811 -56%
UB
361
UMB Bank
Missouri
$17.6M +$433K +12,710 +2%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$1.78M +52,130 +10%
JGUA
363
John G. Ullman & Associates
New York
$17.5M +$1.75M +51,226 +10%
ACM
364
Azimuth Capital Management
Michigan
$17.4M +$177K +5,183 +0.9%
CTA
365
Carillon Tower Advisers
Florida
$17.3M -$785K -23,051 -4%
Mercer Global Advisors
366
Mercer Global Advisors
Colorado
$17.2M -$609K -17,871 -3%
BC
367
Bruce & Co
Illinois
$16.9M
PG
368
Pendal Group
Australia
$16.9M +$903K +26,497 +5%
MSU
369
Mizuho Securities USA
New York
$16.8M +$18.3M +538,309 +9,691%
DWM
370
Destination Wealth Management
California
$16.8M +$281K +8,232 +2%
OAM
371
Oppenheimer Asset Management
New York
$16.8M +$1.77M +52,022 +11%
JAFL
372
Jay A. Fishman Ltd
Michigan
$16.7M -$1.7M -49,893 -8%
ECM
373
Endurant Capital Management
California
$16.7M +$18.3M +537,698 New
NB
374
Norinchukin Bank
Japan
$16.6M -$15.9M -465,755 -47%
MNBTD
375
Moody National Bank Trust Division
Texas
$16.4M -$146K -4,272 -0.8%

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.