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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
GAI
426
General American Investors
New York
$11.9M
WT
427
Washington Trust
Rhode Island
$11.9M +$657K +19,269 +5%
GFPC
428
Global Financial Private Capital
Florida
$11.9M +$2.19M +64,310 +20%
BC
429
Brinker Capital
Pennsylvania
$11.8M +$691K +20,282 +6%
Capital Fund Management (CFM)
430
Capital Fund Management (CFM)
France
$11.8M -$8.31M -243,774 -39%
ABTD
431
Arvest Bank Trust Division
Oklahoma
$11.7M -$1.4M -41,101 -10%
MHIC
432
Marble Harbor Investment Counsel
Massachusetts
$11.6M +$695K +20,402 +6%
CA
433
Commerzbank Aktiengesellschaft
Germany
$11.6M -$24.1M -706,501 -65%
BFS
434
Bradley Foster & Sargent
Connecticut
$11.6M -$502K -14,726 -4%
COPPSERS
435
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.5M -$101K -2,967 -0.8%
Mirae Asset Global Investments
436
Mirae Asset Global Investments
South Korea
$11.5M -$272K -7,992 -2%
FBP
437
Flippin Bruce & Porter
Virginia
$11.5M +$927K +27,210 +8%
GT
438
Glenview Trust
Kentucky
$11.4M +$504K +14,801 +4%
LNB
439
Ledyard National Bank
$11.4M -$954K -27,987 -7%
NMERB
440
New Mexico Educational Retirement Board
New Mexico
$11.4M -$2.88M -84,584 -19%
JIR
441
James Investment Research
Ohio
$11.4M -$4.77M -139,910 -28%
ECM
442
Estabrook Capital Management
New York
$11.3M -$475K -13,953 -4%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$11.3M +$62.8K +1,842 +0.5%
RIM
444
Redpoint Investment Management
Australia
$11.2M -$792K -23,237 -6%
LOIM
445
Liberty One Investment Management
Illinois
$11.1M +$1.12M +32,997 +10%
WB
446
WesBanco Bank
West Virginia
$11.1M -$46.1K -1,354 -0.4%
Daiwa Securities Group
447
Daiwa Securities Group
Japan
$11M +$944K +27,711 +8%
EWM
448
Evercore Wealth Management
New York
$11M -$117K -3,430 -1%
UR
449
USCA RIA
Texas
$10.9M +$1.6M +46,844 +15%
CAM
450
Close Asset Management
United Kingdom
$10.9M -$396K -11,615 -3%

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.