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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
CBTWT
826
Community Bank & Trust (Waco, Texas)
Texas
$3.65M +$42.2K +1,239 +1%
KWM
827
Kingsview Wealth Management
Oregon
$3.65M +$565K +16,576 +16%
Wealthfront Advisers
828
Wealthfront Advisers
California
$3.62M -$1.12M -32,737 -22%
TNBTD
829
Trustmark National Bank Trust Department
Mississippi
$3.61M -$160K -4,692 -4%
ST
830
Smithfield Trust
Pennsylvania
$3.61M -$74.1K -2,176 -2%
WJWM
831
Williams Jones Wealth Management
New York
$3.61M +$296K +8,684 +8%
PT
832
Plimoth Trust
Massachusetts
$3.59M -$103K -3,009 -3%
JCM
833
Jacobi Capital Management
Pennsylvania
$3.58M +$106K +3,124 +3%
BL
834
BFSG LLC
California
$3.58M +$292K +8,579 +8%
HB
835
Homrich & Berg
Georgia
$3.57M +$161K +4,737 +4%
PS
836
Pensionfund Sabic
Netherlands
$3.56M +$287K +8,432 +8%
SWM
837
SeaCrest Wealth Management
New York
$3.56M -$378K -11,104 -9%
IAA
838
Independent Advisor Alliance
North Carolina
$3.56M +$440K +12,908 +13%
AHC
839
Adell Harriman & Carpenter
Texas
$3.56M -$903K -26,500 -19%
CA
840
Clearstead Advisors
Ohio
$3.54M -$287K -8,417 -7%
GWM
841
Greenwich Wealth Management
Connecticut
$3.54M +$133K +3,916 +4%
CCM
842
Cadence Capital Management
Massachusetts
$3.54M +$502K +14,718 +15%
FCMT
843
Founders Capital Management (Texas)
Texas
$3.52M -$245K -7,190 -6%
KIG
844
Kessler Investment Group
Indiana
$3.52M +$1.34M +39,382 +53%
HSA
845
HBK Sorce Advisory
Pennsylvania
$3.51M -$202K -5,929 -5%
CCM
846
Covington Capital Management
California
$3.51M +$16.6K +487 +0.4%
CA
847
Cetera Advisors
Colorado
$3.51M -$167K -4,901 -4%
CT
848
Coastline Trust
Rhode Island
$3.48M -$49.2K -1,444 -1%
PTC
849
Private Trust Company
Ohio
$3.47M -$899K -26,385 -19%
PVWM
850
Point View Wealth Management
New Jersey
$3.46M +$388K +11,383 +11%

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.