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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
SIM
526
Sonora Investment Management
Arizona
$8.12M +$965K +28,306 +12%
WTC
527
WhitTier Trust Company
Nevada
$8.1M +$38K +1,114 +0.4%
NGM
528
North Growth Management
British Columbia, Canada
$8.08M +$1.08M +31,620 +14%
SIC
529
Salem Investment Counselors
North Carolina
$8.02M -$538K -15,801 -6%
FAAS
530
First Allied Advisory Services
California
$7.98M +$390K +11,433 +5%
FM
531
Foster & Motley
Ohio
$7.97M -$349K -10,248 -4%
SB
532
Simmons Bank
Arkansas
$7.94M -$7.63K -224 -0.1%
RE
533
RBC Europe
United Kingdom
$7.85M -$522K -15,328 -6%
NC
534
Naman Capital
Brazil
$7.83M
AF
535
Ally Financial
Michigan
$7.83M +$2.15M +63,240 +33%
FG
536
Fiduciary Group
Georgia
$7.83M +$490K +14,386 +6%
VHAM
537
Van Hulzen Asset Management
California
$7.79M +$527K +15,478 +7%
KPCM
538
Kings Point Capital Management
New York
$7.76M +$890K +26,127 +12%
VFA
539
Voya Financial Advisors
Connecticut
$7.74M -$486K -14,256 -5%
CCC
540
Cincinnati Casualty Company
Ohio
$7.72M
LSERS
541
Louisiana State Employees Retirement System
Louisiana
$7.68M -$988K -28,985 -10%
WCMN
542
Westchester Capital Management (Nebraska)
Nebraska
$7.65M +$243K +7,120 +3%
SAM
543
Strategy Asset Managers
California
$7.63M -$664K -19,480 -7%
ONB
544
Old National Bancorp
Indiana
$7.6M -$118K -3,456 -1%
VAM
545
Veritas Asset Management
United Kingdom
$7.59M -$8.27M -242,841 -50%
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$7.55M +$267K +7,823 +3%
TCM
547
Twin Capital Management
Pennsylvania
$7.55M -$72.2K -2,118 -0.9%
GIM
548
Goelzer Investment Management
Indiana
$7.53M +$89.4K +2,624 +1%
PMG
549
ProVise Management Group
Florida
$7.53M -$113K -3,304 -1%
CA
550
Cornerstone Advisors
North Carolina
$7.51M -$682K -20,026 -8%

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.