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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
EI
976
EDMP Inc
Florida
$2.64M -$81.5K -2,391 -3%
MLIC
977
Mandatum Life Insurance Company
Finland
$2.64M
BO
978
Bank OZK
Arkansas
$2.63M +$39.9K +1,171 +1%
CAM
979
Cozad Asset Management
Illinois
$2.63M -$103K -3,027 -3%
WC
980
Winmill & Co
New York
$2.61M +$144K +4,216 +5%
MHS
981
M Holdings Securities
Oregon
$2.61M +$990K +29,054 +53%
CPA
982
Cowen Prime Advisors
New York
$2.6M +$46.7K +1,370 +2%
APA
983
American Portfolios Advisors
New York
$2.59M +$32K +938 +1%
CFG
984
Citizens Financial Group
Rhode Island
$2.58M +$23.5K +689 +0.8%
ETI
985
Enterprise Trust & Investment
California
$2.58M -$19.8K -580 -0.7%
GA
986
GFS Advisors
Texas
$2.57M +$1.11M +32,528 +64%
WPP
987
Whalerock Point Partners
Rhode Island
$2.57M -$7.05K -207 -0.2%
BE
988
Bonness Enterprises
District of Columbia
$2.57M
YWP
989
YorkBridge Wealth Partners
New York
$2.56M -$6.47K -190 -0.2%
SFA
990
Sequoia Financial Advisors
Ohio
$2.56M +$924K +27,129 +49%
SNT
991
Security National Trust
West Virginia
$2.55M -$82.8K -2,430 -3%
MRCM
992
M&R Capital Management
New Jersey
$2.54M -$1.11M -32,574 -28%
IPW
993
Inlet Private Wealth
Florida
$2.53M -$91.7K -2,692 -3%
CT
994
Caldwell Trust
Florida
$2.53M -$43.9K -1,287 -2%
AWM
995
Argent Wealth Management
Massachusetts
$2.52M -$28.7K -842 -1%
Walleye Trading
996
Walleye Trading
New York
$2.52M +$92.6K +2,718 +3%
WIC
997
Woodmont Investment Counsel
Tennessee
$2.51M +$492K +14,431 +22%
PAM
998
Paradigm Asset Management
New York
$2.51M
GP
999
Girard Partners
Pennsylvania
$2.5M +$164K +4,818 +6%
PTP
1000
Platform Technology Partners
New York
$2.5M +$765K +22,459 +39%

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.