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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
HKIM
876
Hayek Kallen Investment Management
Alabama
$3.3M +$7.8K +229 +0.2%
GWM
877
Graybill Wealth Management
Illinois
$3.29M -$59.2K -1,738 -2%
PFSC
878
Peoples Financial Services Corp
Pennsylvania
$3.29M -$105K -3,067 -3%
TA
879
Tamarack Advisers
California
$3.26M +$3.59M +105,400 New
O
880
Ossiam
France
$3.26M -$23.8M -698,869 -87%
OC
881
Oakworth Capital
Alabama
$3.26M -$288K -8,466 -7%
BFA
882
Brendel Financial Advisors
New Hampshire
$3.26M
VV
883
Verity & Verity
South Carolina
$3.24M -$774K -22,703 -18%
EWA
884
EP Wealth Advisors
California
$3.22M -$417K -12,235 -11%
BA
885
Baugh & Associates
Georgia
$3.21M -$59.8K -1,754 -2%
OCM
886
One Capital Management
California
$3.21M +$350K +10,259 +11%
BCM
887
BTC Capital Management
Iowa
$3.2M -$234K -6,856 -6%
SBSB
888
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.2M -$36.1K -1,058 -1%
SFS
889
Strategic Financial Services
New York
$3.2M -$512K -15,022 -13%
OLA
890
Oliver Luxxe Assets
New Jersey
$3.19M -$662K -19,436 -17%
HI
891
Hudock Inc
Pennsylvania
$3.18M +$302K +8,866 +9%
KC
892
Knuff & Co
California
$3.17M -$53.9K -1,581 -2%
MAFM
893
Mid Atlantic Financial Management
Pennsylvania
$3.16M -$401K -11,780 -10%
EIA
894
Eastover Investment Advisors
North Carolina
$3.16M +$3.48M +102,016 New
SFO
895
Stokes Family Office
Louisiana
$3.15M +$15K +440 +0.4%
PP
896
Pegasus Partners
Wisconsin
$3.14M +$915K +26,850 +36%
WSCM
897
Wellington Shields Capital Management
New York
$3.12M -$108K -3,160 -3%
PIM
898
Penobscot Investment Management
Massachusetts
$3.1M -$65K -1,907 -2%
I
899
IberiaBank
Louisiana
$3.1M -$86.2K -2,530 -2%
SSA
900
Schonfeld Strategic Advisors
New York
$3.09M +$2.82M +82,705 +484%

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.