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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
BAS
1076
Brown Advisory Securities
Maryland
$2.23M -$35.8K -1,051 -2%
CAM
1077
Cacti Asset Management
Georgia
$2.23M
FRA
1078
Front Row Advisors
California
$2.23M +$111K +3,245 +6%
TCBWMS
1079
Texas Capital Bank Wealth Management Services
Texas
$2.23M +$328K +9,637 +15%
AAMA
1080
Advanced Asset Management Advisors
Ohio
$2.23M +$136 +4 +0%
TC
1081
Telemus Capital
Michigan
$2.21M -$93.1K -2,733 -4%
GCM
1082
Gables Capital Management
Florida
$2.2M +$76.1K +2,232 +3%
JWM
1083
JGP Wealth Management
Oregon
$2.2M -$16.8K -492 -0.7%
BPA
1084
Beacon Pointe Advisors
California
$2.2M +$1.45M +42,507 +150%
SGI
1085
Summit Global Investments
Utah
$2.2M +$1.49M +43,641 +160%
Kayne Anderson Rudnick Investment Management
1086
Kayne Anderson Rudnick Investment Management
California
$2.19M +$695K +20,408 +41%
NPA
1087
Nichols & Pratt Advisers
Massachusetts
$2.19M +$360K +10,555 +18%
BWM
1088
BerganKDV Wealth Management
Minnesota
$2.18M +$242K +7,109 +11%
TWA
1089
TCI Wealth Advisors
Arizona
$2.18M -$59.5K -1,747 -2%
KL
1090
KWMG LLC
Kansas
$2.17M -$30K -880 -1%
ACP
1091
Aviance Capital Partners
Florida
$2.17M -$96.4K -2,829 -4%
LJAC
1092
L.J. Altfest & Co
New York
$2.17M +$111K +3,263 +5%
FWM
1093
Focused Wealth Management
New York
$2.17M +$28.5K +837 +1%
ESB
1094
Essex Savings Bank
Connecticut
$2.16M -$61.5K -1,804 -3%
NMIFOAC
1095
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.15M +$790K +23,188 +50%
UCI
1096
Uncommon Cents Investing
Wisconsin
$2.15M +$683K +20,040 +41%
KA
1097
Kintegral Advisory
New York
$2.15M +$264K +7,759 +13%
PCM
1098
Poehling Capital Management
Wisconsin
$2.14M +$2.16M +63,399 +1,120%
LIM
1099
Loudon Investment Management
New Hampshire
$2.14M -$131K -3,847 -5%
MA
1100
Mutual Advisors
Nebraska
$2.13M +$294K +8,633 +14%

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.