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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
Macquarie Group
26
Macquarie Group
Australia
$814M -$53.3M -1,565,171 -6%
Boston Partners
27
Boston Partners
Massachusetts
$811M +$76.1M +2,233,989 +9%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$809M +$63.3M +1,857,632 +8%
AllianceBernstein
29
AllianceBernstein
Tennessee
$794M -$85.8M -2,517,148 -9%
UBS AM
30
UBS AM
Illinois
$756M +$86.7M +2,543,438 +12%
Swiss National Bank
31
Swiss National Bank
Switzerland
$752M +$143M +4,200,190 +21%
Invesco
32
Invesco
Georgia
$676M +$96M +2,817,445 +15%
PPA
33
Parametric Portfolio Associates
Washington
$666M -$18.3M -536,181 -2%
Ameriprise
34
Ameriprise
Minnesota
$655M -$151M -4,431,192 -17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$616M +$43.5M +1,277,264 +7%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$593M -$22.7M -665,497 -3%
UBS Group
37
UBS Group
Switzerland
$559M -$138M -4,048,740 -18%
Federated Hermes
38
Federated Hermes
Pennsylvania
$549M -$30.6M -898,718 -5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$531M -$10.8M -317,910 -2%
CS
40
Credit Suisse
Switzerland
$495M +$30.6M +898,503 +6%
Fidelity International
41
Fidelity International
Bermuda
$488M +$285M +8,369,878 +113%
ClearBridge Investments
42
ClearBridge Investments
New York
$483M +$72.2M +2,120,052 +16%
RJA
43
Raymond James & Associates
Florida
$481M +$11.7M +344,821 +2%
Lazard Asset Management
44
Lazard Asset Management
New York
$473M +$94.1M +2,762,850 +22%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$469M -$8.04M -235,885 -2%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$436M -$53.6M -1,573,009 -10%
Principal Financial Group
47
Principal Financial Group
Iowa
$419M -$1.11M -32,581 -0.2%
American Century Companies
48
American Century Companies
Missouri
$389M -$272M -7,978,389 -39%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$383M +$299M +8,788,705 +245%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$382M +$85.8M +2,517,593 +26%

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.