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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
WPIC
751
White Pine Investment Company
Michigan
$4.44M -$275K -8,074 -5%
HW
752
Hamilton Wealth
California
$4.43M +$1.44M +42,136 +42%
PI
753
Pettee Investors
Connecticut
$4.42M
BP
754
Ballentine Partners
Massachusetts
$4.4M -$1.03M -30,120 -17%
AF
755
Arrow Financial
New York
$4.39M +$57.3K +1,683 +1%
BHA
756
Beech Hill Advisors
New York
$4.39M +$99.5K +2,919 +2%
CG
757
Colony Group
Massachusetts
$4.37M -$5.1M -149,791 -51%
HDIM
758
Hanson & Doremus Investment Management
Vermont
$4.36M +$526K +15,451 +12%
CC
759
Courier Capital
New York
$4.35M -$620K -18,193 -12%
FPFS
760
First Personal Financial Services
North Carolina
$4.35M -$112K -3,274 -2%
HC
761
HNP Capital
New York
$4.35M +$3.83M +112,343 +685%
SA
762
Sicart Associates
New York
$4.35M +$4.11M +120,667 +611%
DMK
763
David M. Knott
$4.31M
FWCM
764
Ferguson Wellman Capital Management
Oregon
$4.3M -$204K -5,985 -4%
IEFM
765
IQ EQ Fund Management
Ireland
$4.28M -$171K -5,032 -4%
FMWA
766
Forvis Mazars Wealth Advisors
Missouri
$4.26M +$1.08M +31,732 +30%
PCA
767
Providence Capital Advisors
North Carolina
$4.24M +$1.33M +39,148 +40%
SHGA
768
Sand Hill Global Advisors
California
$4.24M +$5.01K +147 +0.1%
AWM
769
Altavista Wealth Management
North Carolina
$4.23M +$404K +11,849 +10%
BFEC
770
Benjamin F. Edwards & Company
Missouri
$4.21M +$263K +7,720 +6%
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.19M -$41.4K -1,216 -0.9%
EWM
772
Executive Wealth Management
Michigan
$4.18M +$220K +6,466 +5%
AAIM
773
American Assets Investment Management
California
$4.18M
PA
774
Profund Advisors
Maryland
$4.18M -$1.99M -58,544 -30%
APSI
775
Asset Planning Services Inc
Louisiana
$4.17M +$7.19K +211 +0.2%

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.