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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
AQR Capital Management
51
AQR Capital Management
Connecticut
$361M -$79.8M -2,343,291 -17%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$357M -$504K -14,787 -0.1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$355M -$158M -4,629,695 -29%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$344M +$40.2M +1,179,475 +12%
EIP
55
Epoch Investment Partners
New York
$340M +$11.9M +350,145 +3%
JIM
56
Jensen Investment Management
Oregon
$318M +$31.4M +920,914 +10%
Victory Capital Management
57
Victory Capital Management
Texas
$310M +$172M +5,046,825 +102%
Stifel Financial
58
Stifel Financial
Missouri
$302M +$7.45M +218,590 +2%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$288M +$2M +58,612 +0.6%
Diamond Hill Capital Management
60
Diamond Hill Capital Management
Ohio
$285M +$21.8M +638,789 +7%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$284M -$28.2M -827,912 -8%
Barclays
62
Barclays
United Kingdom
$274M -$160M -4,708,612 -35%
AIG
63
American International Group
New York
$273M -$72.6M -2,131,251 -19%
Capital International Investors
64
Capital International Investors
California
$268M -$495M -14,527,538 -63%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$267M -$6.04M -177,177 -2%
Citadel Advisors
66
Citadel Advisors
Florida
$267M +$190M +5,566,896 +183%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$261M -$25.7M -754,398 -8%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$260M -$11.6M -339,370 -4%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253M +$31.6M +927,596 +13%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$244M +$5.35M +157,124 +2%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$236M -$753K -22,087 -0.3%
AL
72
AJO LP
Pennsylvania
$233M +$14.3M +418,829 +6%
US Bancorp
73
US Bancorp
Minnesota
$229M -$8.09M -237,486 -3%
APG Asset Management
74
APG Asset Management
Netherlands
$227M +$141M +4,136,150 +129%
LCOV
75
London Company of Virginia
Virginia
$226M -$10.9M -321,075 -4%

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.