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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
HAIM
701
Hunter Associates Investment Management
Pennsylvania
$4.9M +$26.3K +771 +0.5%
ACM
702
Advent Capital Management
New York
$4.9M +$5.39M +158,100 New
CIA
703
Choate Investment Advisors
Massachusetts
$4.89M -$72.3K -2,123 -1%
AF
704
Alerus Financial
North Dakota
$4.89M -$1.61M -47,313 -23%
HWA
705
Heritage Wealth Advisors
Virginia
$4.88M +$4.9M +143,840 +1,055%
GCM
706
Garland Capital Management
Washington
$4.87M +$24.9K +731 +0.5%
EFIC
707
Eliot Finkel Investment Counsel
California
$4.83M -$89.8K -2,635 -2%
HWM
708
Holloway Wealth Management
Florida
$4.81M
NIM
709
Northeast Investment Management
Massachusetts
$4.81M +$12.6K +371 +0.2%
LBC
710
Lowe Brockenbrough & Co
Virginia
$4.81M +$96.5K +2,832 +2%
OIM
711
Opus Investment Management
Massachusetts
$4.8M -$53.9K -1,581 -1%
SS
712
Simplicity Solutions
Minnesota
$4.79M +$1.19M +34,894 +29%
DWM
713
Dorchester Wealth Management
Quebec, Canada
$4.76M -$124K -3,642 -2%
AMG
714
Advisors Management Group
Wisconsin
$4.76M +$200K +5,876 +4%
PHK
715
Point72 Hong Kong
Hong Kong
$4.75M +$4.12M +121,042 +376%
Lido Advisors
716
Lido Advisors
California
$4.72M -$28.6K -839 -0.5%
AMI
717
Amica Mutual Insurance
Rhode Island
$4.72M -$1.48M -43,579 -22%
RMDI
718
R.M. Davis Inc
Maine
$4.71M +$970K +28,467 +23%
RMAM
719
Raab & Moskowitz Asset Management
New Jersey
$4.7M +$238K +6,979 +5%
BIC
720
Beach Investment Counsel
Pennsylvania
$4.69M -$7.19K -211 -0.1%
FAM
721
Fred Alger Management
New York
$4.68M +$2.27M +66,608 +79%
PWAG
722
Polaris Wealth Advisory Group
California
$4.67M -$12.8M -374,760 -71%
MA
723
Montag & Associates
Georgia
$4.67M -$256K -7,504 -5%
VFM
724
Viking Fund Management
North Dakota
$4.67M +$2.62M +76,942 +104%
AAM
725
AR Asset Management
California
$4.67M +$718K +21,080 +16%

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.