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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
AIP
901
Ameritas Investment Partners
Nebraska
$3.07M -$74.2K -2,179 -2%
CT
902
Cambridge Trust
Massachusetts
$3.07M -$171K -5,015 -5%
FHB
903
First Hawaiian Bank
Hawaii
$3.07M +$862K +25,302 +34%
CG
904
Cutler Group
California
$3.06M +$2.32M +68,141 +221%
MFG
905
Monte Financial Group
Connecticut
$3.05M +$2.83M +83,072 +541%
BMO
906
Beck Mack & Oliver
New York
$3.05M
MCM
907
McMillion Capital Management
North Carolina
$3.04M -$157K -4,604 -4%
JAM
908
JCIC Asset Management
Ontario, Canada
$3.03M -$1.55M -45,371 -32%
TW
909
TrinityPoint Wealth
Connecticut
$3.03M +$1.19M +34,883 +55%
CA
910
Continental Advisors
Utah
$3.02M +$71.8K +2,108 +2%
PP
911
Paloma Partners
Connecticut
$3.02M -$597K -17,516 -15%
ACP
912
Ashfield Capital Partners
California
$3.02M +$17.1K +501 +0.5%
CCM
913
Condor Capital Management
New Jersey
$3.02M -$19.4K -569 -0.6%
TPWA
914
TRUE Private Wealth Advisors
Oregon
$3M +$1.65M +48,560 +100%
NEI
915
Northwest & Ethical Investments
Ontario, Canada
$2.99M -$2.68M -78,714 -45%
WA
916
WealthTrust Axiom
Pennsylvania
$2.97M -$158K -4,644 -5%
PAI
917
Pittenger & Anderson Inc
Nebraska
$2.96M -$93.2K -2,736 -3%
SCM
918
Silvant Capital Management
Georgia
$2.96M
Voloridge Investment Management
919
Voloridge Investment Management
Florida
$2.96M -$924K -27,129 -22%
TNB
920
Thomasville National Bank
Georgia
$2.94M -$10.4K -305 -0.4%
CL
921
CPWM LLC
Washington
$2.94M -$756K -22,191 -19%
BG
922
Bellevue Group
Switzerland
$2.94M +$1.08M +31,620 +50%
ZB
923
Zions Bancorporation
Utah
$2.94M +$306K +8,983 +10%
TCA
924
Transcend Capital Advisors
New Jersey
$2.93M +$26.6K +780 +0.8%
HCM
925
Hillman Capital Management
Maryland
$2.93M +$217K +6,358 +7%

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.