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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
BC
601
Burney Company
Virginia
$6.34M -$230K -6,754 -3%
FFBTD
602
First Financial Bank - Trust Division
Ohio
$6.33M +$253K +7,433 +4%
WANY
603
Wealthspire Advisors (New York)
New York
$6.28M +$5.8M +170,328 +527%
RWA
604
Ropes Wealth Advisors
Massachusetts
$6.26M +$33.5K +983 +0.5%
TNB
605
TCF National Bank
South Dakota
$6.23M -$466K -13,678 -6%
AAA
606
Adams Asset Advisors
Texas
$6.22M +$636K +18,677 +10%
GC
607
Gratus Capital
Georgia
$6.2M +$5.78M +169,680 +557%
RWP
608
RWA Wealth Partners
Massachusetts
$6.15M -$219K -6,432 -3%
JIC
609
Johnson Investment Counsel
Ohio
$6.13M -$44K -1,292 -0.6%
DY
610
Dowling & Yahnke
California
$6.09M -$526K -15,431 -7%
CK
611
Cohen Klingenstein
New York
$6.07M
CAMG
612
CWA Asset Management Group
Florida
$6.04M +$1.26M +36,923 +23%
FGP
613
Foyston, Gordon, & Payne
Ontario, Canada
$6.03M -$1.63M -47,901 -20%
CTI
614
Community Trust & Investment
Kentucky
$6.01M +$80.3K +2,357 +1%
NSAM
615
North Star Asset Management
Wisconsin
$5.99M -$511K -14,997 -7%
ASN
616
Advisory Services Network
Georgia
$5.98M -$147K -4,325 -2%
BOH
617
Bank of Hawaii
Hawaii
$5.98M -$38.1K -1,118 -0.6%
CII
618
Capital International Inc
California
$5.97M +$2.33M +68,290 +55%
WWM
619
Willingdon Wealth Management
North Carolina
$5.96M +$340K +9,964 +5%
FNT
620
First National Trust
Pennsylvania
$5.95M -$70.9K -2,080 -1%
NAM
621
North American Management
Massachusetts
$5.94M +$222K +6,524 +4%
MCM
622
Maryland Capital Management
Maryland
$5.91M +$948K +27,827 +17%
NB
623
NBT Bank
New York
$5.9M +$20.7K +608 +0.3%
CTA
624
Chesley Taft & Associates
Illinois
$5.88M -$64.8K -1,903 -1%
CIC
625
Carnegie Investment Counsel
Ohio
$5.83M -$769K -22,579 -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.