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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
SWP
626
Stratos Wealth Partners
Ohio
$5.83M +$240K +7,052 +4%
MCP
627
Martin Capital Partners
Oregon
$5.82M -$167K -4,912 -3%
WC
628
Whitney & Co
New York
$5.81M +$182K +5,327 +3%
JC
629
Jacobs & Co
California
$5.8M -$174K -5,117 -3%
HC
630
Hourglass Capital
Texas
$5.75M -$124K -3,639 -2%
MERSOM
631
Municipal Employees' Retirement System of Michigan
Michigan
$5.71M +$26.9K +790 +0.4%
KIA
632
KCM Investment Advisors
California
$5.68M +$847K +24,848 +16%
SPC
633
Sigma Planning Corp
Michigan
$5.66M +$224K +6,582 +4%
SFWC
634
Strategic Family Wealth Counselors
New Jersey
$5.64M +$9.81K +288 +0.2%
ANBT
635
American National Bank & Trust
Texas
$5.62M +$3.23M +94,768 +109%
SC
636
Sepio Capital
Utah
$5.61M +$106K +3,112 +2%
LDB
637
Lee, Danner & Bass
Tennessee
$5.6M +$371K +10,879 +6%
NEPPG
638
New England Professional Planning Group
Rhode Island
$5.59M -$3.06M -89,936 -36%
XWM
639
Xcel Wealth Management
Florida
$5.58M +$579K +16,997 +10%
FMC
640
First Merchants Corp
Indiana
$5.57M +$114K +3,349 +2%
FAB
641
First American Bank
Illinois
$5.57M +$169K +4,949 +3%
SLI
642
Sumitomo Life Insurance
Japan
$5.56M +$101K +2,961 +2%
TBA
643
Tower Bridge Advisors
Pennsylvania
$5.55M -$52.7K -1,547 -0.9%
VAS
644
Vestmark Advisory Solutions
Massachusetts
$5.54M +$255K +7,473 +4%
GIM
645
Grassi Investment Management
California
$5.52M -$1.78M -52,302 -23%
SMI
646
Shelter Mutual Insurance
Missouri
$5.5M
FB
647
Fulton Bank
Pennsylvania
$5.48M +$81.6K +2,396 +1%
CAM
648
Cubic Asset Management
Massachusetts
$5.48M -$128K -3,768 -2%
KRSITF
649
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.48M +$1.32M +38,655 +28%
PCA
650
Private Capital Advisors
Connecticut
$5.46M -$82.8K -2,429 -1%

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.