We are live on ! Find out more

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
AAS
726
Avantax Advisory Services
Texas
$4.66M -$576K -16,898 -10%
MIAN
727
Mariner Independent Advisor Network
Kansas
$4.63M +$654K +19,200 +14%
AA
728
Ancora Advisors
Ohio
$4.63M -$481K -14,118 -9%
DWT
729
Dorsey & Whitney Trust
South Dakota
$4.63M -$322K -9,455 -6%
CM
730
Capula Management
Cayman Islands
$4.63M +$5.1M +149,545 New
WSTAM
731
Wilbanks Smith & Thomas Asset Management
Virginia
$4.62M +$865K +25,384 +21%
HVIA
732
Hudson Valley Investment Advisors
New York
$4.62M -$12.1K -354 -0.2%
Kovitz Investment Group Partners
733
Kovitz Investment Group Partners
Illinois
$4.61M -$1.71M -50,251 -25%
SCM
734
Salem Capital Management
Massachusetts
$4.59M -$463K -13,596 -8%
SW
735
SteelPeak Wealth
California
$4.57M +$176K +5,160 +4%
M
736
MOTCO
Texas
$4.57M +$407K +11,947 +9%
MYLI
737
Meiji Yasuda Life Insurance
Japan
$4.56M -$589K -17,289 -11%
VFA
738
Valeo Financial Advisors
Indiana
$4.55M +$128K +3,752 +3%
DHFB
739
Dixon Hubard Feinour & Brown
Virginia
$4.55M -$31.9K -935 -0.6%
BWM
740
Buckley Wealth Management
Nevada
$4.53M -$370K -10,871 -7%
IRF
741
IBM Retirement Fund
New York
$4.52M +$1.78M +52,351 +56%
BCM
742
Beddow Capital Management
Wyoming
$4.5M +$1.26K +37 +0%
AOWM
743
Alpha Omega Wealth Management
Virginia
$4.49M +$121K +3,551 +3%
RG
744
Rikoon Group
New Mexico
$4.48M +$14.7K +431 +0.3%
HB
745
Horizon Bancorp
Indiana
$4.48M -$1.22M -35,934 -20%
EB
746
Eastern Bank
Massachusetts
$4.46M -$120K -3,529 -2%
MJRIC
747
Mogy Joel R Investment Counsel
California
$4.45M -$18.4K -540 -0.4%
WC
748
Woodstock Corp
Massachusetts
$4.45M +$28.7K +843 +0.6%
BSW
749
Buckingham Strategic Wealth
Missouri
$4.44M +$1.07M +31,437 +28%
PWLP
750
Prio Wealth Limited Partnership
Massachusetts
$4.44M -$1.05M -30,937 -18%

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.