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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
OPA
926
Old Port Advisors
Maine
$2.93M +$76.4K +2,243 +2%
FFA
927
Fragasso Financial Advisors
Pennsylvania
$2.93M +$161K +4,735 +5%
BFO
928
Boston Family Office
Massachusetts
$2.92M -$393K -11,523 -11%
SIM
929
Stratos Investment Management
Ohio
$2.92M +$897K +26,318 +39%
AT
930
Arden Trust
Delaware
$2.91M -$211K -6,184 -6%
SCM
931
Shelton Capital Management
Colorado
$2.9M -$275K -8,072 -8%
FMW
932
Farr Miller & Washington
District of Columbia
$2.9M +$124K +3,644 +4%
BCM
933
Brooktree Capital Management
Michigan
$2.87M +$570K +16,725 +22%
WP
934
WealthPLAN Partners
Nebraska
$2.87M -$296K -8,680 -10%
BFIM
935
Beese Fulmer Investment Management
Ohio
$2.87M -$52.5K -1,540 -2%
HCM
936
Hengehold Capital Management
Ohio
$2.85M -$87.9K -2,581 -3%
UBV
937
United Bank (Virginia)
Virginia
$2.85M -$98.4K -2,888 -3%
HIP
938
Harrell Investment Partners
Texas
$2.85M +$485K +14,225 +18%
AIL
939
AGF Investments LLC
Ontario, Canada
$2.84M -$978K -28,692 -24%
SYBT
940
Stock Yards Bank & Trust
Kentucky
$2.84M -$29K -852 -0.9%
FFWA
941
FRG Family Wealth Advisors
Washington
$2.83M -$183K -5,371 -6%
HH
942
Hilltop Holdings
Texas
$2.83M -$398K -11,693 -11%
SC
943
Searle & Co
Connecticut
$2.83M +$287K +8,432 +10%
Edgewood Management
944
Edgewood Management
Connecticut
$2.83M
FMBTD
945
First Midwest Bank Trust Division
Illinois
$2.83M +$498K +14,626 +19%
BTW
946
Boston Trust Walden
Massachusetts
$2.83M -$194K -5,690 -6%
SRC
947
Shufro Rose & Co
New York
$2.82M -$446K -13,094 -13%
SIA
948
Sit Investment Associates
Minnesota
$2.82M -$61K -1,791 -2%
CSM
949
CAMG Solamere Management
North Carolina
$2.79M +$1.8M +52,684 +141%
BCM
950
Bayesian Capital Management
New York
$2.79M +$3.07M +90,012 New

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.