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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
BHWM
551
Bar Harbor Wealth Management
New Hampshire
$7.49M -$1.37M -40,132 -14%
FNBOO
552
First National Bank of Omaha
Nebraska
$7.4M -$1.88M -55,205 -19%
DJSG
553
D.J. St. Germain
Massachusetts
$7.38M -$153K -4,504 -2%
RMC
554
Resources Management Corp
Connecticut
$7.37M -$226K -6,620 -3%
SBWIC
555
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.36M +$252K +7,410 +3%
Hudson Bay Capital Management
556
Hudson Bay Capital Management
Connecticut
$7.34M +$8.08M +237,150 New
RT
557
Rockland Trust
Massachusetts
$7.33M -$202K -5,919 -2%
VWM
558
Venturi Wealth Management
Texas
$7.32M +$2.43M +71,445 +43%
KFP
559
Keystone Financial Planning
Ohio
$7.29M +$322K +9,451 +4%
SC
560
SouthState Corp
Florida
$7.22M +$4.94M +145,008 +164%
NWM
561
Nicola Wealth Management
British Columbia, Canada
$7.21M
KCM
562
Kanawha Capital Management
Virginia
$7.21M +$263K +7,727 +3%
GT
563
Greenleaf Trust
Michigan
$7.19M -$490K -14,385 -6%
WSFS
564
Wilmington Savings Fund Society
Delaware
$7.18M +$48.6K +1,425 +0.6%
VMPIC
565
Varma Mutual Pension Insurance Co
Finland
$7.18M -$1.8M -52,700 -19%
MYAM
566
Meiji Yasuda Asset Management
Japan
$7.17M -$3.98M -116,842 -34%
RCYC
567
Richard C. Young & Co
Rhode Island
$7.12M +$768K +22,535 +11%
FTC
568
Farmers Trust Company
Ohio
$7.12M +$1.45M +42,681 +23%
FHA
569
First Horizon Advisors
Tennessee
$7.07M +$789K +23,161 +11%
B
570
Barings
North Carolina
$7.07M +$322K +9,447 +4%
CAM
571
Cresset Asset Management
Illinois
$7.03M +$3.23M +94,648 +71%
SCA
572
Snowden Capital Advisors
New York
$7.03M +$608K +17,844 +9%
BIA
573
Barry Investment Advisors
Massachusetts
$7.02M +$90.7K +2,661 +1%
LMIM
574
Lockheed Martin Investment Management
Maryland
$7M -$13.9M -409,268 -64%
PWP
575
Principle Wealth Partners
Connecticut
$6.97M -$12.1K -355 -0.2%

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.