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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
GI
476
GAMCO Investors
Connecticut
$9.9M +$1.51M +44,345 +16%
CC
477
Cannell & Co
New York
$9.82M -$35.5K -1,042 -0.3%
AUB
478
Atlantic Union Bankshares
Virginia
$9.82M -$159K -4,663 -1%
BC
479
Blackhill Capital
New Jersey
$9.81M -$2.15M -63,240 -17%
PI
480
PEAK6 Investments
Illinois
$9.74M +$8.13M +238,522 +314%
CC
481
Centiva Capital
New York
$9.73M +$9.05M +265,529 +547%
ATC
482
Argent Trust Co
Tennessee
$9.68M -$233K -6,832 -2%
CCT
483
Country Club Trust
Missouri
$9.67M +$46.6K +1,368 +0.4%
HR
484
Howe & Rusling
New York
$9.64M +$9.53M +279,697 +882%
BSA
485
Braun Stacey Associates
New York
$9.63M -$2.11M -61,827 -17%
GCA
486
Greenwood Capital Associates
South Carolina
$9.55M -$261K -7,647 -2%
CGH
487
Crossmark Global Holdings
Texas
$9.52M -$129K -3,776 -1%
GJIC
488
Gamble Jones Investment Counsel
California
$9.51M -$58.4K -1,715 -0.6%
BRWM
489
B. Riley Wealth Management
Tennessee
$9.47M +$8.06M +236,610 +342%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$9.46M -$212K -6,225 -2%
HA
491
H2O AM
United Kingdom
$9.44M +$2.99M +87,849 +40%
V
492
Veritable
Delaware
$9.42M -$380K -11,144 -4%
TCOV
493
Trust Company of Vermont
Vermont
$9.37M +$455K +13,358 +5%
HCMT
494
Highland Capital Management (Tennessee)
Tennessee
$9.35M +$146K +4,281 +1%
SFS
495
Sowell Financial Services
Arkansas
$9.34M +$855K +25,084 +9%
ECM
496
ETrade Capital Management
Virginia
$9.29M -$94.9K -2,784 -0.9%
BDS
497
Banco de Sabadell
Florida
$9.27M -$432K -12,671 -4%
RBA
498
Richard Bernstein Advisors
New York
$9.25M -$883K -25,920 -8%
BAPIM
499
British Airways Pensions Investment Management
United Kingdom
$9.2M
HAI
500
Hennessy Advisors Inc
California
$9.16M +$1.02M +29,828 +11%

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.