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Pfizer
PFE

2,675 hedge funds and large institutions have $137B invested in Pfizer in 2020 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 669 increasing their positions, 1,691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 314 | Existing positions closed: 110

18% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.19B

7% more funds holding

Funds holding: 2,509 → 2,675 (+166)

3% less capital invested

Capital invested by funds: $140B → $137B (-$3.59B)

5.86% less ownership

Funds ownership: 72.65% → 66.79% (-5.9%)

38% less funds holding in top 10

Funds holding in top 10: 103 → 64 (-39)

60% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 1,691

Holders
2,675
Holders Change
+166
Holders Change %
+6.62%
% of All Funds
47.33%
Holding in Top 10
64
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-37.86%
% of All Funds
1.13%
New
314
Increased
669
Reduced
1,691
Closed
110
Calls
$2.58B
Puts
$2.19B
Net Calls
+$399M
Net Calls Change
+$117M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$185M
2
Citadel Advisors
Citadel Advisors
Florida
+$171M
3
CS
Credit Suisse
Switzerland
+$148M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$141M
5
O
OrbiMed
New York
+$133M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.47B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.01B
3
State Street
State Street
Massachusetts
-$921M
4
Macquarie Group
Macquarie Group
Australia
-$694M
5
Bank of America
Bank of America
North Carolina
-$613M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
776
Arrow Financial
New York
$4.73M -$271K -7,401 -5%
CCM
777
Campbell Capital Management
Florida
$4.73M -$366K -9,982 -7%
PCIA
778
Prime Capital Investment Advisors
Kansas
$4.73M +$2.32M +63,134 +97%
HSA
779
HBK Sorce Advisory
Pennsylvania
$4.72M +$154K +4,209 +3%
MIM
780
Marco Investment Management
Georgia
$4.72M -$87.5K -2,386 -2%
AM
781
Atwater Malick
Pennsylvania
$4.67M -$140K -3,823 -3%
HIIFS
782
Harel Insurance Investments & Financial Services
Israel
$4.66M -$47.8K -1,304 -3%
CC
783
Courier Capital
New York
$4.65M -$202K -5,495 -4%
BSW
784
Buckingham Strategic Wealth
Missouri
$4.64M +$604K +16,477 +15%
SIM
785
Stratos Investment Management
Ohio
$4.63M +$196K +5,333 +4%
APP
786
Avantax Planning Partners
Iowa
$4.63M -$581K -15,841 -11%
CA
787
Clearstead Advisors
Ohio
$4.62M +$150K +4,092 +3%
CA
788
Commerzbank Aktiengesellschaft
Germany
$4.61M -$100K -2,738 -2%
CCM
789
Cutler Capital Management
Massachusetts
$4.61M -$272K -7,418 -6%
CP
790
Corbenic Partners
Pennsylvania
$4.6M -$190K -5,174 -4%
CCM
791
Coldstream Capital Management
Washington
$4.6M +$481K +13,108 +12%
AHC
792
Adell Harriman & Carpenter
Texas
$4.59M +$410K +11,184 +10%
CAM
793
Carret Asset Management
New York
$4.59M -$220K -5,999 -5%
GFA
794
Gifford Fong Associates
California
$4.59M -$247K -6,735 -5%
FWCM
795
Ferguson Wellman Capital Management
Oregon
$4.58M -$397K -10,820 -8%
GHAM
796
Gilman Hill Asset Management
Connecticut
$4.56M -$219K -5,960 -5%
FBT
797
First Bankers Trust
Kentucky
$4.55M -$99.1K -2,703 -2%
FNT
798
First Nebraska Trust
Nebraska
$4.54M -$8.55K -233 -0.2%
VVP
799
Venture Visionary Partners
Ohio
$4.54M +$2.71M +74,002 +150%
RF
800
Robbins Farley
New Hampshire
$4.51M +$4.5M +122,645 New
30 31
32
33 34

PFE Hedge Fund Activity: Q4 2020 in Review

2,675 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2020, worth a combined $137B — down 2.6% from $140B a quarter earlier.

Buyers outnumbered sellers: 314 funds opened new PFE positions and 110 closed out — a net gain of 204 holders — while 669 added to existing stakes and 1,691 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was BlackRock, cutting an estimated $1.47B.

  • 2,675 institutional investors held Pfizer (PFE) as of Q4 2020, up from 2,509 in Q3 2020.
  • Funds reported $137B of Pfizer stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 314 funds opened new Pfizer positions in Q4 2020 and 110 closed out, a net change of +204 holders.
  • The largest Pfizer buyer in Q4 2020 was Morgan Stanley, an estimated $185M added.
  • The largest Pfizer seller in Q4 2020 was BlackRock, an estimated $1.47B sold.

Based on aggregated 13F filings for Q4 2020.