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Pfizer
PFE

2,509 hedge funds and large institutions have $140B invested in Pfizer in 2020 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,157 increasing their positions, 944 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 88

23% more repeat investments, than reductions

Existing positions increased: 1,157 | Existing positions reduced: 944

16% more funds holding in top 10

Funds holding in top 10: 89 → 103 (+14)

15% more call options, than puts

Call options by funds: $2.11B | Put options by funds: $1.83B

9% more capital invested

Capital invested by funds: $129B → $140B (+$11.3B)

3% more funds holding

Funds holding: 2,442 → 2,509 (+67)

2.16% less ownership

Funds ownership: 74.82% → 72.65% (-2.2%)

Holders
2,509
Holders Change
+67
Holders Change %
+2.74%
% of All Funds
50.62%
Holding in Top 10
103
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.73%
% of All Funds
2.08%
New
179
Increased
1,157
Reduced
944
Closed
88
Calls
$2.11B
Puts
$1.83B
Net Calls
+$282M
Net Calls Change
+$776M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$545M
2
Barclays
Barclays
United Kingdom
+$216M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$146M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$137M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$132M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$595M
2
Goldman Sachs
Goldman Sachs
New York
-$587M
3
BlackRock
BlackRock
New York
-$472M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$410M
5
Franklin Resources
Franklin Resources
California
-$396M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
Searle & Co
Connecticut
$2.97M -$212K -6,061 -7%
MLIC
1002
Mandatum Life Insurance Company
Finland
$2.97M – – –
SNT
1003
Security National Trust
West Virginia
$2.97M +$49.2K +1,403 +2%
PI
1004
PFS Investments
Georgia
$2.96M +$247K +7,036 +9%
ATFA
1005
All Terrain Financial Advisors
Minnesota
$2.95M +$2.54M +72,560 +592%
VDI
1006
Vaughan David Investments
Illinois
$2.95M -$332K -9,477 -10%
BBNA
1007
Bremer Bank National Association
Minnesota
$2.95M -$145K -4,123 -5%
UCI
1008
Uncommon Cents Investing
Wisconsin
$2.95M +$161K +4,590 +6%
SBIA
1009
Sheaff Brock Investment Advisors
Indiana
$2.94M +$266K +7,589 +10%
VCAM
1010
Van Cleef Asset Management
Ohio
$2.92M -$296K -8,441 -9%
CFGS
1011
Concourse Financial Group Securities
Alabama
$2.92M +$383K +10,920 +15%
NGA
1012
Naples Global Advisors
Florida
$2.92M +$133K +3,786 +5%
KTM
1013
Keeler Thomas Management
Utah
$2.91M +$307K +8,757 +12%
CPA
1014
Cowen Prime Advisors
New York
$2.91M +$499K +14,245 +21%
AF
1015
Advisornet Financial
Minnesota
$2.91M +$873K +24,896 +42%
BE
1016
Bonness Enterprises
District of Columbia
$2.88M – – –
WP
1017
WealthPLAN Partners
Nebraska
$2.88M -$12.7K -362 -0.4%
PF
1018
Phoenix Financial
Israel
$2.88M +$810K +23,109 +35%
KLCM
1019
KG&L Capital Management
Louisiana
$2.85M +$77K +2,195 +3%
IBOK
1020
Independence Bank of Kentucky
Kentucky
$2.85M +$5.68K +162 +0.2%
IPW
1021
Inlet Private Wealth
Florida
$2.85M – – –
OAM
1022
Optimal Asset Management
California
$2.84M +$255K +7,263 +10%
NNP
1023
Nachman Norwood & Parrott
South Carolina
$2.83M -$174K -4,977 -6%
PCTC
1024
Perkins Coie Trust Company
Washington
$2.83M +$124K +3,540 +5%
CCM
1025
Chiron Capital Management
Florida
$2.83M +$2.85M +81,291 New
39 40
41
42 43

PFE Hedge Fund Activity: Q3 2020 in Review

2,509 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2020, worth a combined $140B — up 8.7% from $129B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new PFE positions and 88 closed out — a net gain of 91 holders — while 1,157 added to existing stakes and 944 trimmed.

The largest buyer was Capital World Investors, adding an estimated $545M. The largest seller was Wellington Management Group, cutting an estimated $595M.

  • 2,509 institutional investors held Pfizer (PFE) as of Q3 2020, up from 2,442 in Q2 2020.
  • Funds reported $140B of Pfizer stock for Q3 2020, up 8.7% quarter-over-quarter.
  • 179 funds opened new Pfizer positions in Q3 2020 and 88 closed out, a net change of +91 holders.
  • The largest Pfizer buyer in Q3 2020 was Capital World Investors, an estimated $545M added.
  • The largest Pfizer seller in Q3 2020 was Wellington Management Group, an estimated $595M sold.

Based on aggregated 13F filings for Q3 2020.