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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
TNA
1051
True North Advisors
Texas
$2.29M +$36.5K +1,072 +1%
SA
1052
Strategic Advisors
New York
$2.29M -$172K -5,056 -7%
NGA
1053
Naples Global Advisors
Florida
$2.29M +$326K +9,574 +15%
BHC
1054
Bowen Hanes & Co
Florida
$2.29M
IMOV
1055
Investment Management of Virginia
Virginia
$2.29M -$158K -4,625 -6%
SIP
1056
Stoneridge Investment Partners
Pennsylvania
$2.28M +$2.1M +61,684 +513%
RCA
1057
Resonant Capital Advisors
Wisconsin
$2.28M +$120K +3,519 +5%
RMSCM
1058
R.M. Sincerbeaux Capital Management
New York
$2.28M
IWM
1059
IHT Wealth Management
Illinois
$2.28M -$143K -4,192 -5%
BHBT
1060
Burke & Herbert Bank & Trust
Virginia
$2.27M -$11.7K -344 -0.5%
BHB
1061
Bank Hapoalim BM
Israel
$2.27M -$214K -6,277 -8%
AMC
1062
Asset Management Corp
Illinois
$2.27M +$437K +12,835 +21%
WAOTB
1063
Wealth Advisors of Tampa Bay
Florida
$2.27M +$2.5M +73,305 New
CCM
1064
Cohen Capital Management
California
$2.27M
SIS
1065
Sound Income Strategies
Florida
$2.26M +$473K +13,870 +23%
CIP
1066
Convergence Investment Partners
Florida
$2.26M -$2.04M -59,801 -45%
LWCFA
1067
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.25M -$75.1K -2,203 -3%
GCC
1068
Game Creek Capital
Massachusetts
$2.25M +$835K +24,505 +51%
FC
1069
FORA Capital
Florida
$2.25M +$71.8K +2,107 +3%
CCA
1070
Checchi Capital Advisers
California
$2.25M +$142K +4,162 +6%
PCTC
1071
Perkins Coie Trust Company
Washington
$2.25M +$157K +4,616 +7%
EP
1072
Eudaimonia Partners
Tennessee
$2.24M +$153K +4,500 +7%
ACA
1073
Aptus Capital Advisors
Alabama
$2.24M -$213K -6,257 -8%
EFSCE
1074
Enterprise Financial Services Corp (EFSC)
Missouri
$2.24M +$18.3K +538 +0.7%
DT
1075
Diversified Trust
Tennessee
$2.24M +$336K +9,874 +16%

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.