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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
FNBTCON
1026
First National Bank & Trust Co of Newtown
Pennsylvania
$2.38M -$83.5K -2,450 -3%
WFG
1027
Wills Financial Group
Virginia
$2.38M -$220K -6,470 -8%
AWM
1028
Altium Wealth Management
New York
$2.38M +$335K +9,836 +15%
SC
1029
Savant Capital
Illinois
$2.37M +$432K +12,667 +20%
CB
1030
CNB Bank
Pennsylvania
$2.37M +$34.6K +1,016 +1%
Wolverine Trading
1031
Wolverine Trading
Illinois
$2.37M -$13.6M -399,141 -84%
RC
1032
Roundview Capital
New Jersey
$2.36M -$307K -9,014 -11%
S
1033
SignatureFD
Georgia
$2.36M -$853K -25,032 -25%
CG
1034
Caprock Group
Idaho
$2.35M +$2.03M +59,491 +359%
FBT
1035
First Bank & Trust
South Dakota
$2.35M +$719K +21,112 +38%
TIM
1036
Thompson Investment Management
Wisconsin
$2.35M
CBN
1037
Cadence Bank NA
Texas
$2.34M -$747K -21,910 -22%
NA
1038
Navellier & Associates
Nevada
$2.34M -$221K -6,472 -8%
PBT
1039
Pictet Bank & Trust
Bahamas
$2.34M
SW
1040
SlateStone Wealth
Florida
$2.34M -$1.27M -37,138 -33%
Aristotle Capital Management
1041
Aristotle Capital Management
California
$2.33M +$170 +5 +0%
GSBTD
1042
Glenview State Bank Trust Department
Illinois
$2.33M -$19.9K -583 -0.8%
SIMM
1043
Stillwater Investment Management (Minnesota)
Minnesota
$2.33M -$72.1K -2,117 -3%
GIM
1044
Guardian Investment Management
California
$2.33M +$307K +9,011 +14%
HCM
1045
Hollencrest Capital Management
California
$2.32M -$422K -12,397 -14%
VNA
1046
Valley National Advisers
Pennsylvania
$2.32M -$199K -5,827 -7%
GP
1047
Greenline Partners
New York
$2.32M -$1.51M -44,314 -37%
HR
1048
Hayden Royal
North Carolina
$2.31M -$1.38M -40,535 -35%
MIC
1049
Meridian Investment Counsel
California
$2.31M +$21.9K +642 +0.9%
FL
1050
Fort LP
Maryland
$2.3M +$142K +4,168 +6%

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.