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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
GG
401
Gofen & Glossberg
Illinois
$14.4M -$223K -6,539 -1%
FNBT
402
FineMark National Bank & Trust
Florida
$14.3M +$243K +7,145 +2%
BPB
403
Badgley, Phelps & Bell
Washington
$14.3M +$521K +15,283 +3%
IIM
404
Intact Investment Management
Quebec, Canada
$14M +$2.27M +66,613 +17%
PAG
405
Private Advisor Group
New Jersey
$14M -$908K -26,650 -6%
MAM
406
Madison Asset Management
Wisconsin
$13.9M +$405K +11,895 +3%
CFC
407
Cincinnati Financial Corp
Ohio
$13.9M
MML Investors Services
408
MML Investors Services
Massachusetts
$13.7M -$3.46M -101,602 -19%
PIA
409
Piedmont Investment Advisors
North Carolina
$13.5M +$455K +13,357 +3%
FRM
410
Foundation Resource Management
Arkansas
$13.4M -$3.27M -96,051 -18%
PAM
411
Private Asset Management
California
$13.3M +$25.2K +740 +0.2%
ACA
412
Anchor Capital Advisors
Massachusetts
$13.1M -$399K -11,708 -3%
RGI
413
River Global Investors
United Kingdom
$13.1M -$701K -20,564 -5%
HIMC
414
Heritage Investors Management Corp
Maryland
$13M -$299K -8,788 -2%
SPIA
415
Steward Partners Investment Advisory
New York
$13M +$945K +27,730 +7%
NAM
416
NorthCoast Asset Management
Connecticut
$12.9M -$4.59M -134,722 -24%
WPC
417
Waters Parkerson & Co
Louisiana
$12.9M -$98.6K -2,893 -0.7%
CAN
418
Cetera Advisor Networks
California
$12.7M +$481K +14,105 +4%
OCAM
419
Onex Canada Asset Management
Ontario, Canada
$12.7M +$4.92M +144,313 +54%
QIM
420
Quantitative Investment Management
Virginia
$12.4M +$13.7M +402,051 New
11A
421
10-15 Associates
New York
$12.4M +$1.11M +32,444 +9%
KRS
422
Kentucky Retirement Systems
Kentucky
$12.3M +$3.35M +98,286 +33%
RIG
423
Roosevelt Investment Group
New York
$12.3M -$60.9K -1,786 -0.4%
KFC
424
Klingenstein Fields & Co
New York
$12.1M +$1.03M +30,284 +8%
LCS
425
Levin Capital Strategies
New York
$12M -$10.7M -312,709 -45%

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.