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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
SSWM
851
Smith Salley Wealth Management
North Carolina
$3.45M -$90.4K -2,654 -2%
BAM
852
Boyar Asset Management
New York
$3.45M +$95.5K +2,802 +3%
KS
853
Karpas Strategies
Connecticut
$3.43M
HW
854
Hedeker Wealth
Illinois
$3.42M +$68.1K +1,999 +2%
VDI
855
Vaughan David Investments
Illinois
$3.42M -$22M -644,884 -85%
SFG
856
SNS Financial Group
Minnesota
$3.41M -$154K -4,515 -4%
MMA
857
Miracle Mile Advisors
California
$3.41M +$1.63M +47,790 +77%
BAM
858
Belpointe Asset Management
Nevada
$3.39M -$34.6K -1,014 -0.9%
LA
859
LVW Advisors
New York
$3.38M +$751K +22,043 +25%
SFA
860
Semmax Financial Advisors
North Carolina
$3.37M +$285K +8,373 +8%
AIS
861
Accurate Investment Solutions
Pennsylvania
$3.37M -$3.06M -89,817 -45%
CCT
862
Chemung Canal Trust
New York
$3.37M -$61.6K -1,808 -2%
AIC
863
Argus Investors Counsel
New York
$3.36M +$93.4K +2,740 +3%
VCAM
864
Van Cleef Asset Management
Ohio
$3.36M -$57K -1,672 -2%
CCM
865
Coldstream Capital Management
Washington
$3.35M +$237K +6,963 +7%
WIM
866
Waverton Investment Management
United Kingdom
$3.34M +$62.5K +1,834 +2%
CCP
867
Corient Capital Partners
California
$3.34M -$463K -13,578 -11%
SSB
868
Sandy Spring Bank
Maryland
$3.33M -$4.33K -127 -0.1%
AMM
869
American Money Management
California
$3.33M +$424K +12,438 +13%
Pacer Advisors
870
Pacer Advisors
Pennsylvania
$3.32M -$19.5M -572,764 -86%
LFAS
871
Level Four Advisory Services
Texas
$3.32M -$241K -7,061 -6%
PAMG
872
Patton Albertson Miller Group
Tennessee
$3.31M +$136K +3,989 +4%
EHC
873
Everett Harris & Co
California
$3.31M +$1.61M +47,313 +79%
DIA
874
Dean Investment Associates
Ohio
$3.31M -$76.9K -2,258 -2%
PP
875
Patten & Patten
Tennessee
$3.31M -$403K -11,832 -10%

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.