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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
AAMU
76
Amundi Asset Management US
Massachusetts
$225M -$97.9M -2,873,151 -28%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$220M -$94.6M -2,777,234 -29%
Citigroup
78
Citigroup
New York
$219M -$15.2M -446,543 -6%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$218M +$48M +1,408,664 +25%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$217M -$40.2M -1,178,891 -14%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$217M -$12.3M -362,015 -5%
Prudential Financial
82
Prudential Financial
New Jersey
$216M +$19M +556,699 +9%
PI
83
Putnam Investments
Massachusetts
$215M +$20.7M +608,275 +10%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$213M +$348K +10,214 +0.1%
Allianz Asset Management
85
Allianz Asset Management
Germany
$209M -$53.4M -1,568,558 -19%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$209M +$17.3M +507,997 +8%
National Pension Service
87
National Pension Service
South Korea
$207M +$2.75M +80,682 +1%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$207M -$184M -5,400,380 -45%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$203M +$136M +3,983,458 +155%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$194M -$70.1M -2,056,744 -25%
Canada Life
91
Canada Life
Manitoba, Canada
$193M -$27.6K -810 -0%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$189M +$23.1M +679,229 +13%
Truist Financial
93
Truist Financial
North Carolina
$186M -$14.9M -437,135 -7%
PP
94
Prudential plc
United Kingdom
$183M -$5.94M -174,192 -3%
Fisher Asset Management
95
Fisher Asset Management
Washington
$178M -$1.43B -42,083,075 -88%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$168M +$13.1M +384,706 +8%
Bank of Nova Scotia
97
Bank of Nova Scotia
Ontario, Canada
$165M -$20.2M -591,782 -10%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$159M +$3.02M +88,630 +2%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$158M +$11.5M +338,103 +7%
EVM
100
Eaton Vance Management
Massachusetts
$156M -$9.6M -281,698 -5%

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.