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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
BAM
801
Barrett Asset Management
New York
$3.94M -$62.3K -1,827 -1%
APP
802
Avantax Planning Partners
Iowa
$3.94M +$713K +20,915 +20%
FBT
803
First Bankers Trust
Kentucky
$3.93M -$23.6K -692 -0.5%
MPM
804
Meritage Portfolio Management
Kansas
$3.92M -$45.5K -1,334 -1%
LNWWM
805
Laird Norton Wetherby Wealth Management
California
$3.92M -$313K -9,182 -7%
IMPI
806
Ilmarinen Mutual Pension Insurance
Finland
$3.92M
CAM
807
Carret Asset Management
New York
$3.9M -$134K -3,932 -3%
AA
808
Apriem Advisors
California
$3.9M -$2.71M -79,483 -39%
TAM
809
Taurus Asset Management
New York
$3.88M -$8.07M -236,809 -65%
ECM
810
Evergreen Capital Management
Washington
$3.88M +$2.01M +58,872 +89%
AAIM
811
Asset Advisors Investment Management
Georgia
$3.87M +$1.13M +33,186 +36%
AM
812
Atwater Malick
Pennsylvania
$3.85M +$56.5K +1,657 +1%
LCM
813
LVM Capital Management
Michigan
$3.84M +$342K +10,049 +9%
WA
814
Wasatch Advisors
Utah
$3.82M -$2.23M -65,569 -35%
LIM
815
Leavell Investment Management
Alabama
$3.8M -$646K -18,951 -13%
MIM
816
Marco Investment Management
Georgia
$3.8M -$86.8K -2,547 -2%
BAC
817
Boys Arnold & Co
North Carolina
$3.78M -$86.7K -2,544 -2%
FNT
818
First Nebraska Trust
Nebraska
$3.76M +$177K +5,189 +4%
IIC
819
Ironwood Investment Counsel
Arizona
$3.74M +$595K +17,462 +17%
GHAM
820
Gilman Hill Asset Management
Connecticut
$3.74M +$202K +5,932 +5%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$3.73M -$174K -5,093 -4%
PL
822
Parthenon LLC
Kentucky
$3.71M -$305K -8,959 -7%
BB
823
Bell Bank
North Dakota
$3.71M +$658K +19,313 +19%
BCM
824
Brookstone Capital Management
Illinois
$3.69M -$760K -22,301 -16%
EFS
825
Essex Financial Services
Connecticut
$3.65M -$48.1K -1,412 -1%

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.