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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
BBVA
576
Banco Bilbao Vizcaya Argentaria
Spain
$6.93M +$1.6M +46,952 +27%
CNBT
577
Canandaigua National Bank & Trust
New York
$6.91M -$327K -9,599 -4%
FCBT
578
First Citizens Bank & Trust
North Carolina
$6.75M +$1.64M +48,103 +28%
MDCM
579
Morgan Dempsey Capital Management
Wisconsin
$6.74M +$2.02M +59,302 +37%
BCWM
580
Bartlett & Co Wealth Management
Ohio
$6.68M -$127K -3,719 -2%
BC
581
Bartlett & Co
Ohio
$6.68M +$7.35M +215,745 New
LM
582
Lincluden Management
Ontario, Canada
$6.68M +$941K +27,609 +15%
Bessemer Group
583
Bessemer Group
New Jersey
$6.67M +$693K +20,352 +10%
LA
584
Lynch & Associates
Indiana
$6.62M +$110K +3,230 +2%
LDFR
585
Lehman & Derafelo Financial Resources
Pennsylvania
$6.61M -$22.1K -649 -0.3%
MI
586
Markston International
New York
$6.61M -$2.45K -72 -0%
MBTD
587
Mechanics Bank - Trust Department
California
$6.6M -$193K -5,665 -3%
CI
588
Capital International
California
$6.56M -$2.39M -70,250 -25%
SAMH
589
Shanda Asset Management Holdings
British Virgin Islands
$6.53M +$7.18M +210,800 New
CVM
590
Cheviot Value Management
California
$6.51M -$129K -3,773 -2%
CFSG
591
Community Financial Services Group
Vermont
$6.51M +$777K +22,813 +12%
TSW
592
Thompson Siegel & Walmsley
Virginia
$6.49M -$863K -25,339 -11%
RIL
593
Rothschild Investment LLC
Illinois
$6.49M -$1.26M -36,996 -15%
MC
594
Moors & Cabot
Massachusetts
$6.48M -$980K -28,767 -12%
BFA
595
Bragg Financial Advisors
North Carolina
$6.43M +$414K +12,164 +6%
AP
596
Advisor Partners
California
$6.43M -$26.2K -769 -0.4%
FPCG
597
Fort Pitt Capital Group
Pennsylvania
$6.42M +$146K +4,299 +2%
NCM
598
Narwhal Capital Management
Georgia
$6.41M +$163K +4,778 +2%
WAM
599
World Asset Management
Michigan
$6.38M -$3.99M -117,227 -36%
PVH
600
Psagot Value Holdings
Israel
$6.38M -$167K -4,901 -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.