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Pfizer
PFE

2,675 hedge funds and large institutions have $137B invested in Pfizer in 2020 Q4 according to their latest regulatory filings, with 314 funds opening new positions, 669 increasing their positions, 1,691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 314 | Existing positions closed: 110

18% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.19B

7% more funds holding

Funds holding: 2,509 → 2,675 (+166)

3% less capital invested

Capital invested by funds: $140B → $137B (-$3.59B)

5.86% less ownership

Funds ownership: 72.65% → 66.79% (-5.9%)

38% less funds holding in top 10

Funds holding in top 10: 103 → 64 (-39)

60% less repeat investments, than reductions

Existing positions increased: 669 | Existing positions reduced: 1,691

Holders
2,675
Holders Change
+166
Holders Change %
+6.62%
% of All Funds
47.33%
Holding in Top 10
64
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-37.86%
% of All Funds
1.13%
New
314
Increased
669
Reduced
1,691
Closed
110
Calls
$2.58B
Puts
$2.19B
Net Calls
+$399M
Net Calls Change
+$117M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$185M
2
Citadel Advisors
Citadel Advisors
Florida
+$171M
3
CS
Credit Suisse
Switzerland
+$148M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$141M
5
O
OrbiMed
New York
+$133M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.47B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.01B
3
State Street
State Street
Massachusetts
-$921M
4
Macquarie Group
Macquarie Group
Australia
-$694M
5
Bank of America
Bank of America
North Carolina
-$613M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1076
Hills Bank & Trust
Iowa
$2.65M -$131K -3,565 -5%
DSC
1077
Duncker Streett & Co
Missouri
$2.65M -$205K -5,581 -7%
CPA
1078
Cowen Prime Advisors
New York
$2.65M -$429K -11,686 -14%
BCM
1079
Boltwood Capital Management
California
$2.65M -$209K -5,704 -7%
MWM
1080
Mission Wealth Management
California
$2.65M -$234K -6,389 -8%
CSPIA
1081
Cary Street Partners Investment Advisory
Virginia
$2.65M +$1.67M +45,398 +172%
FNBTCON
1082
First National Bank & Trust Co of Newtown
Pennsylvania
$2.64M -$152K -4,139 -5%
GCM
1083
Gables Capital Management
Florida
$2.64M -$93.7K -2,554 -3%
MWM
1084
Minot Wealth Management
Massachusetts
$2.63M +$150K +4,101 +6%
CB
1085
CNB Bank
Pennsylvania
$2.61M -$246K -6,700 -9%
WP
1086
WealthPLAN Partners
Nebraska
$2.61M -$218K -5,946 -7%
VCA
1087
Verdence Capital Advisors
Maryland
$2.6M -$306K -8,354 -11%
AWS
1088
Arkfeld Wealth Strategies
Nebraska
$2.6M +$2.53M +68,906 New
IFG
1089
Independent Financial Group
California
$2.6M +$390K +10,642 +18%
WAOTB
1090
Wealth Advisors of Tampa Bay
Florida
$2.59M -$127K -3,466 -5%
GD
1091
Grandfield & Dodd
New York
$2.58M -$116K -3,154 -4%
SAM
1092
Synergy Asset Management
Washington
$2.57M +$2.56M +69,802 New
RMSCM
1093
R.M. Sincerbeaux Capital Management
New York
$2.57M -$138K -3,769 -5%
KTM
1094
Keeler Thomas Management
Utah
$2.57M -$521K -14,205 -17%
CAM
1095
Cacti Asset Management
Georgia
$2.57M -$138K -3,772 -5%
BHBT
1096
Burke & Herbert Bank & Trust
Virginia
$2.56M -$191K -5,216 -7%
AMC
1097
Asset Management Corp
Illinois
$2.56M -$270K -7,366 -10%
RA
1098
Rational Advisors
New York
$2.56M +$938K +25,572 +58%
CHJWM
1099
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.55M -$132K -3,597 -5%
MCM
1100
McMillion Capital Management
North Carolina
$2.55M -$158K -4,306 -6%
42 43
44
45 46

PFE Hedge Fund Activity: Q4 2020 in Review

2,675 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2020, worth a combined $137B — down 2.6% from $140B a quarter earlier.

Buyers outnumbered sellers: 314 funds opened new PFE positions and 110 closed out — a net gain of 204 holders — while 669 added to existing stakes and 1,691 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was BlackRock, cutting an estimated $1.47B.

  • 2,675 institutional investors held Pfizer (PFE) as of Q4 2020, up from 2,509 in Q3 2020.
  • Funds reported $137B of Pfizer stock for Q4 2020, down 2.6% quarter-over-quarter.
  • 314 funds opened new Pfizer positions in Q4 2020 and 110 closed out, a net change of +204 holders.
  • The largest Pfizer buyer in Q4 2020 was Morgan Stanley, an estimated $185M added.
  • The largest Pfizer seller in Q4 2020 was BlackRock, an estimated $1.47B sold.

Based on aggregated 13F filings for Q4 2020.