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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
BBA
501
BLB&B Advisors
Pennsylvania
$9.12M -$594K -17,447 -6%
AWM
502
AE Wealth Management
Kansas
$9.11M +$1.06M +31,244 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
503
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.09M -$3.42M -100,432 -25%
GW
504
GW & Wade
Massachusetts
$9.06M -$49.3K -1,447 -0.5%
Group One Trading
505
Group One Trading
Illinois
$9.04M +$3.16M +92,714 +47%
PP
506
PDT Partners
New York
$9.03M -$617K -18,102 -6%
JAM
507
Jupiter Asset Management
United Kingdom
$8.89M -$780K -22,897 -7%
LKIM
508
Lawson Kroeker Investment Management
Nebraska
$8.87M +$14.7K +432 +0.2%
1IA
509
1834 Investment Advisors
Wisconsin
$8.81M +$301K +8,844 +3%
MIA
510
MainStreet Investment Advisors
Illinois
$8.71M +$991K +29,087 +12%
GH
511
GAM Holding
Switzerland
$8.69M -$1.89M -55,611 -17%
Cerity Partners
512
Cerity Partners
New York
$8.67M +$121K +3,540 +1%
SJIC
513
St. James Investment Company
Texas
$8.66M +$9.52M +279,529 New
BCM
514
Buckhead Capital Management
Georgia
$8.63M +$872K +25,588 +10%
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$8.55M +$301K +8,844 +3%
BCM
516
BTR Capital Management
California
$8.5M +$722K +21,179 +8%
CA
517
Cullinan Associates
Kentucky
$8.33M +$169K +4,971 +2%
MAM
518
Meeder Asset Management
Ohio
$8.3M -$2.58M -75,728 -22%
BPC
519
Banque Pictet & Cie
Switzerland
$8.3M -$1.24M -36,415 -12%
JPMIA
520
J.P. Marvel Investment Advisors
Massachusetts
$8.29M -$16.2K -474 -0.2%
HFS
521
Hantz Financial Services
Michigan
$8.27M +$9.09M +266,901 New
VWA
522
Visionary Wealth Advisors
Illinois
$8.23M +$495K +14,522 +6%
PFPT
523
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.15M +$1.63M +47,781 +22%
PWP
524
Private Wealth Partners
California
$8.13M -$182K -5,341 -2%
PCM
525
Portolan Capital Management
Massachusetts
$8.12M +$8.94M +262,276 New

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.