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Pfizer
PFE

2,442 hedge funds and large institutions have $129B invested in Pfizer in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 1,066 increasing their positions, 988 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 124

8% more repeat investments, than reductions

Existing positions increased: 1,066 | Existing positions reduced: 988

0% more funds holding

Funds holding: 2,438 → 2,442 (+4)

1% less capital invested

Capital invested by funds: $130B → $129B (-$946M)

0.92% less ownership

Funds ownership: 75.73% → 74.82% (-0.92%)

36% less call options, than puts

Call options by funds: $895M | Put options by funds: $1.39B

36% less funds holding in top 10

Funds holding in top 10: 140 → 89 (-51)

Holders
2,442
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
50.06%
Holding in Top 10
89
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-36.43%
% of All Funds
1.82%
New
151
Increased
1,066
Reduced
988
Closed
124
Calls
$895M
Puts
$1.39B
Net Calls
-$494M
Net Calls Change
-$57.3M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.15B
2
Capital World Investors
Capital World Investors
California
+$703M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$315M
4
State Street
State Street
Massachusetts
+$225M
5
Franklin Resources
Franklin Resources
California
+$197M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$505M
2
N
Nuveen
North Carolina
-$317M
3
Bank of America
Bank of America
North Carolina
-$296M
4
Citadel Advisors
Citadel Advisors
Florida
-$251M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$196M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
826
HBK Sorce Advisory
Pennsylvania
$3.73M +$230K +6,757 +6%
PL
827
Parthenon LLC
Kentucky
$3.72M – – –
EAM
828
Erste Asset Management
Austria
$3.72M +$1.36M +39,905 +50%
WJWM
829
Williams Jones Wealth Management
New York
$3.71M +$102K +2,991 +3%
CA
830
Cetera Advisors
Colorado
$3.71M +$211K +6,201 +5%
SWM
831
SeaCrest Wealth Management
New York
$3.69M +$132K +3,889 +3%
CA
832
Clearstead Advisors
Ohio
$3.63M +$84.2K +2,478 +2%
SSWM
833
Smith Salley Wealth Management
North Carolina
$3.62M +$179K +5,255 +5%
BL
834
BFSG LLC
California
$3.62M +$30K +883 +0.8%
CBTWT
835
Community Bank & Trust (Waco, Texas)
Texas
$3.62M -$42K -1,235 -1%
MFG
836
Monte Financial Group
Connecticut
$3.6M +$599K +17,643 +18%
GWM
837
Greenwich Wealth Management
Connecticut
$3.57M +$20.8K +612 +0.5%
PS
838
Pensionfund Sabic
Netherlands
$3.57M – – –
BAM
839
Belpointe Asset Management
Nevada
$3.57M +$182K +5,355 +5%
BB
840
Bell Bank
North Dakota
$3.56M -$175K -5,164 -4%
IAA
841
Independent Advisor Alliance
North Carolina
$3.55M -$19K -558 -0.5%
AIC
842
Argus Investors Counsel
New York
$3.55M +$197K +5,797 +5%
SCM
843
Shelton Capital Management
Colorado
$3.54M +$691K +20,342 +22%
CCM
844
Covington Capital Management
California
$3.53M +$18.5K +544 +0.5%
BAM
845
Boyar Asset Management
New York
$3.53M +$85.6K +2,519 +2%
LA
846
LVW Advisors
New York
$3.52M +$145K +4,263 +4%
SSB
847
Sandy Spring Bank
Maryland
$3.51M +$197K +5,803 +5%
LFAS
848
Level Four Advisory Services
Texas
$3.51M +$208K +6,114 +6%
ST
849
Smithfield Trust
Pennsylvania
$3.5M -$126K -3,702 -3%
AHC
850
Adell Harriman & Carpenter
Texas
$3.47M -$99.4K -2,925 -3%
32 33
34
35 36

PFE Hedge Fund Activity: Q2 2020 in Review

2,442 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2020, worth a combined $129B — down 0.73% from $130B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new PFE positions and 124 closed out — a net gain of 27 holders — while 1,066 added to existing stakes and 988 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.15B. The largest seller was JP Morgan Chase, cutting an estimated $505M.

  • 2,442 institutional investors held Pfizer (PFE) as of Q2 2020, up from 2,438 in Q1 2020.
  • Funds reported $129B of Pfizer stock for Q2 2020, down 0.73% quarter-over-quarter.
  • 151 funds opened new Pfizer positions in Q2 2020 and 124 closed out, a net change of +27 holders.
  • The largest Pfizer buyer in Q2 2020 was Wellington Management Group, an estimated $1.15B added.
  • The largest Pfizer seller in Q2 2020 was JP Morgan Chase, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2020.