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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
NA
776
NewEdge Advisors
Louisiana
$4.17M -$1.64M -48,240 -26%
BRWA
777
B. Riley Wealth Advisors
Florida
$4.14M -$403K -11,830 -8%
CAM
778
Columbia Asset Management
Michigan
$4.13M +$765K +22,437 +20%
OCM
779
Oakwood Capital Management
California
$4.13M +$31.2K +917 +0.7%
CDH
780
Charles D. Hyman
$4.12M -$100K -2,936 -2%
SC
781
Stralem & Co
New York
$4.11M -$228K -6,693 -5%
JAM
782
Jolley Asset Management
North Carolina
$4.11M -$12.5K -368 -0.3%
HT
783
Heritage Trust
Oklahoma
$4.1M -$157K -4,606 -3%
WFMPM
784
Woodley Farra Manion Portfolio Management
Indiana
$4.08M -$139K -4,076 -3%
FNBOMD
785
First National Bank of Mount Dora
Florida
$4.08M +$216K +6,336 +5%
GFA
786
Gifford Fong Associates
California
$4.07M
IWC
787
Integrated Wealth Concepts
Massachusetts
$4.06M +$1.26M +37,106 +40%
AIM
788
Anchor Investment Management
South Carolina
$4.05M +$244K +7,156 +6%
WIA
789
Wealthstreet Investment Advisors
Texas
$4.04M +$5.21K +153 +0.1%
CP
790
Corbenic Partners
Pennsylvania
$4.04M +$637K +18,688 +17%
MCM
791
Monarch Capital Management
Indiana
$4.02M -$19.3K -565 -0.4%
LPT
792
Legacy Private Trust
Wisconsin
$4.01M +$621K +18,231 +16%
BOTW
793
Bank of the West
California
$4.01M -$832K -24,406 -16%
OA
794
Oxbow Advisors
Texas
$3.99M -$39.3K -1,154 -0.9%
RCAG
795
Rehmann Capital Advisory Group
Michigan
$3.98M +$4.38M +128,660 New
WIC
796
Wilkins Investment Counsel
Massachusetts
$3.98M -$76.1K -2,233 -2%
OWD
797
Osborn Williams & Donohoe
Ohio
$3.98M -$319K -9,367 -7%
CCM
798
Cutler Capital Management
Massachusetts
$3.97M +$126K +3,689 +3%
TC
799
TownSquare Capital
Utah
$3.95M +$735K +21,583 +24%
OSNBOA
800
Old Second National Bank of Aurora
Illinois
$3.95M +$138K +4,055 +3%

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.