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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
CFA
676
Carroll Financial Associates
North Carolina
$5.12M -$466K -13,683 -8%
NRS
677
Neville Rodie & Shaw
New York
$5.12M -$257K -7,541 -4%
HCM
678
Huber Capital Management
California
$5.12M
NSIM
679
North Star Investment Management
Illinois
$5.11M -$1.12M -32,913 -17%
MCM
680
MAI Capital Management
Ohio
$5.11M +$105K +3,084 +2%
ISB
681
Iowa State Bank
Iowa
$5.09M +$212K +6,230 +4%
AAF
682
Andra AP-fonden
Sweden
$5.08M +$593K +17,391 +12%
ACI
683
Alpha Cubed Investments
California
$5.08M +$4.62M +135,669 +480%
BFG
684
Beacon Financial Group
Texas
$5.06M +$419K +12,310 +8%
ANB
685
Amarillo National Bank
Texas
$5.06M -$312K -9,143 -5%
SWM
686
Segment Wealth Management
Texas
$5.05M -$39.6K -1,162 -0.7%
WS
687
Wedbush Securities
California
$5.04M +$376K +11,028 +7%
FLPIM
688
F.L. Putnam Investment Management
Massachusetts
$5.03M -$469K -13,771 -8%
ACM
689
Argyle Capital Management
Pennsylvania
$5.02M +$12K +353 +0.2%
HI
690
Horizon Investments
North Carolina
$5.01M -$690K -20,249 -11%
VAG
691
VisionPoint Advisory Group
Texas
$5M +$5.5M +161,448 New
FA
692
FDx Advisors
Illinois
$4.99M -$265K -7,781 -5%
1SB
693
1ST Source Bank
Indiana
$4.97M +$333K +9,777 +6%
YIA
694
YHB Investment Advisors
Connecticut
$4.97M -$193K -5,657 -3%
BCM
695
Birmingham Capital Management
Alabama
$4.96M -$235K -6,909 -4%
EWM
696
Endurance Wealth Management
Rhode Island
$4.94M
PDN
697
Pensionfund DSM Netherlands
Netherlands
$4.92M
SWM
698
Stockman Wealth Management
Montana
$4.91M +$90.3K +2,649 +2%
WAM
699
Wealthspire Advisors (Maryland)
Maryland
$4.91M -$652K -19,126 -11%
GHA
700
GW Henssler & Associates
Georgia
$4.9M +$5.39M +158,183 New

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.