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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
DWM
376
Doyle Wealth Management
Florida
$16.3M -$55.9K -1,641 -0.3%
AII
377
AGF Investments Inc
Ontario, Canada
$16.3M -$542K -15,907 -3%
PR
378
Payden & Rygel
California
$15.9M -$13.3M -391,561 -43%
LCM
379
Logan Capital Management
Pennsylvania
$15.9M -$181K -5,311 -1%
FMLI
380
Fukoku Mutual Life Insurance
Japan
$15.8M -$61.1K -1,792 -0.4%
HTC
381
Haverford Trust Company
Pennsylvania
$15.7M +$1.08M +31,659 +7%
CTB
382
Country Trust Bank
Illinois
$15.5M +$378K +11,079 +2%
SW
383
SVB Wealth
Massachusetts
$15.5M -$2.1M -61,593 -11%
DIA
384
Davidson Investment Advisors
Montana
$15.4M -$590K -17,320 -3%
PNC
385
Park National Corp
Ohio
$15.4M +$1.11M +32,560 +7%
BB
386
Busey Bank
Illinois
$15.3M -$314K -9,228 -2%
KA
387
KLCM Advisors
Wisconsin
$15.3M +$230K +6,756 +1%
SMDAM
388
Sumitomo Mitsui DS Asset Management
Japan
$15.2M +$750K +22,009 +5%
JCM
389
Janney Capital Management
Pennsylvania
$15.2M -$2M -58,646 -11%
CSIC
390
Clifford Swan Investment Counsel
California
$15.2M +$51.1K +1,501 +0.3%
UCFA
391
United Capital Financial Advisors
Texas
$15.2M -$5.07M -148,666 -23%
DADC
392
D.A. Davidson & Co
Montana
$15.1M +$1.21M +35,627 +8%
SIM
393
Sentry Investment Management
Wisconsin
$15.1M +$4M +117,373 +32%
OSIA
394
O'Shares Investment Advisers
Massachusetts
$14.9M -$12.6K -371 -0.1%
RC
395
RegentAtlantic Capital
New Jersey
$14.7M -$845K -24,786 -5%
Marshall Wace
396
Marshall Wace
United Kingdom
$14.7M -$98.7M -2,895,323 -86%
CIC
397
Crawford Investment Counsel
Georgia
$14.7M +$12.2M +359,148 +312%
TPCW
398
TD Private Client Wealth
New York
$14.7M +$822K +24,136 +5%
ANI
399
American National Insurance
Texas
$14.5M
CAI
400
Capital Advisors Inc
Oklahoma
$14.4M +$1.28M +37,683 +9%

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.