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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
FAT
651
First American Trust
California
$5.45M +$15.1K +444 +0.3%
VCA
652
Verdence Capital Advisors
Maryland
$5.43M +$1.79M +52,434 +43%
CIC
653
Canal Insurance Company
South Carolina
$5.42M
RHAM
654
Round Hill Asset Management
California
$5.41M -$56.4K -1,655 -0.9%
NEAM
655
New England Asset Management
Connecticut
$5.41M +$314K +9,222 +6%
BIAS
656
Beacon Investment Advisory Services
New Jersey
$5.37M -$429K -12,578 -7%
PSP
657
Principal Street Partners
Tennessee
$5.33M -$847K -24,870 -13%
ALAM
658
Asahi Life Asset Management
Japan
$5.32M +$376K +11,025 +7%
HA
659
Heartland Advisors
Wisconsin
$5.3M -$1.18M -34,500 -17%
EM
660
Excalibur Management
Massachusetts
$5.29M +$240K +7,033 +4%
NWP
661
Northstar Wealth Partners
Connecticut
$5.26M +$23.1K +679 +0.4%
SWM
662
SVA Wealth Management
Wisconsin
$5.25M +$149K +4,387 +3%
JG
663
Jefferies Group
New York
$5.25M -$2.05M -60,176 -26%
CB
664
Cadence Bank
Mississippi
$5.24M +$1.3M +38,021 +29%
CB
665
Community Bank
New York
$5.21M +$86.2K +2,529 +2%
BII
666
Bainco International Investors
Massachusetts
$5.21M +$135K +3,962 +2%
TG
667
TCW Group
California
$5.2M -$21.9K -642 -0.4%
SFWA
668
Summit Financial Wealth Advisors
Louisiana
$5.2M -$349K -10,246 -6%
AC
669
Allstate Corporation
Illinois
$5.19M -$8.31M -243,925 -59%
CI
670
Cigna Investments
Connecticut
$5.18M +$317K +9,314 +6%
PLFAM
671
Pineno Levin & Ford Asset Management
Virginia
$5.18M +$456K +13,393 +9%
LW
672
Linscomb Wealth
Texas
$5.16M +$324K +9,522 +6%
PCM
673
Parsons Capital Management
Rhode Island
$5.15M -$120K -3,509 -2%
BOC
674
Barbara Oil Co
Illinois
$5.14M
DCM
675
Dupont Capital Management
Delaware
$5.14M +$1.27M +37,212 +29%

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.