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2,675 hedge funds and large institutions have $137B invested in Pfizer in 2020 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 669 increasing their positions, 1,691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 314 | Existing positions closed: 110

18% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.19B

7% more funds holding

Funds holding: 2,5092,675 (+166)

3% less capital invested

Capital invested by funds: $140B → $137B (-$3.59B)

5.86% less ownership

Funds ownership: 72.65%66.79% (-5.9%)

38% less funds holding in top 10

Funds holding in top 10: 10364 (-39)

60% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 1,691

Holders
2,675
Holders Change
+166
Holders Change %
+6.62%
% of All Funds
47.33%
Holding in Top 10
64
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-37.86%
% of All Funds
1.13%
New
314
Increased
669
Reduced
1,691
Closed
110
Calls
$2.58B
Puts
$2.19B
Net Calls
+$399M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$826M -$101M -2,740,001 -11%
UBS AM
27
UBS AM
Illinois
$767M -$30.7M -836,784 -4%
UBS Group
28
UBS Group
Switzerland
$764M +$67.4M +1,837,833 +10%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$719M -$145M -3,961,212 -17%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$718M -$16.5M -450,325 -2%
Franklin Resources
31
Franklin Resources
California
$700M -$201M -5,484,187 -22%
CS
32
Credit Suisse
Switzerland
$668M +$148M +4,038,311 +29%
Invesco
33
Invesco
Georgia
$617M -$101M -2,749,057 -14%
Goldman Sachs
34
Goldman Sachs
New York
$603M +$9.56M +260,698 +2%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$540M -$69.1M -1,882,700 -11%
Boston Partners
36
Boston Partners
Massachusetts
$537M -$259M -7,068,060 -33%
AllianceBernstein
37
AllianceBernstein
Tennessee
$475M -$239M -6,508,222 -34%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$469M -$47.7M -1,300,013 -9%
ClearBridge Investments
39
ClearBridge Investments
New York
$466M -$94.3M -2,570,627 -17%
Federated Hermes
40
Federated Hermes
Pennsylvania
$452M -$63.1M -1,719,570 -12%
KBC Group
41
KBC Group
Belgium
$443M -$15.4M -420,157 -16%
Principal Financial Group
42
Principal Financial Group
Iowa
$438M -$53.1M -1,446,387 -11%
JIM
43
Jensen Investment Management
Oregon
$413M -$20.1M -548,307 -5%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$404M -$29.6M -808,306 -7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$403M +$28M +763,978 +8%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$402M +$90.2M +2,458,567 +29%
Stifel Financial
47
Stifel Financial
Missouri
$397M -$363K -9,886 -0.1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$393M -$22.8M -621,072 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$391M +$14.3M +390,479 +4%
AAMU
50
Amundi Asset Management US
Massachusetts
$365M +$7.86M +214,349 +2%

PFE Hedge Fund Activity: Q4 2020 in Review

2,675 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2020, worth a combined $137B — down 2.6% from $140B a quarter earlier.

Buyers outnumbered sellers: 314 funds opened new PFE positions and 110 closed out — a net gain of 204 holders — while 669 added to existing stakes and 1,691 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was BlackRock, cutting an estimated $1.47B.

  • 2,675 institutional investors held Pfizer (PFE) as of Q4 2020, up from 2,509 in Q3 2020.
  • Funds reported $137B of Pfizer stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 314 funds opened new Pfizer positions in Q4 2020 and 110 closed out, a net change of +204 holders.
  • The largest Pfizer buyer in Q4 2020 was Morgan Stanley, an estimated $185M added.
  • The largest Pfizer seller in Q4 2020 was BlackRock, an estimated $1.47B sold.

Based on aggregated 13F filings for Q4 2020.