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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
AFM
1101
Abbot Financial Management
Massachusetts
$2.13M -$34.1K -1,002 -1%
HKAM
1102
Horizon Kinetics Asset Management
New York
$2.13M +$42.8K +1,257 +2%
FWM
1103
Foresight Wealth Management
Utah
$2.12M -$7.05K -207 -0.3%
NERM
1104
New England Research & Management
Illinois
$2.12M +$348K +10,224 +18%
GL
1105
Graypoint LLC
New York
$2.12M +$2.33M +68,313 New
ZIC
1106
ZWJ Investment Counsel
Georgia
$2.11M -$109K -3,186 -4%
MCM
1107
Monument Capital Management
Virginia
$2.11M -$20.7K -607 -0.9%
HIC
1108
Holderness Investments Company
North Carolina
$2.11M -$28.5K -835 -1%
CIAS
1109
Capital Investment Advisory Services
North Carolina
$2.11M +$541K +15,889 +30%
IHL
1110
Investment House LLC
California
$2.1M -$67.3K -1,976 -3%
RMCM
1111
Reynders McVeigh Capital Management
Massachusetts
$2.1M +$24.4K +717 +1%
CS
1112
Comerica Securities
Michigan
$2.08M -$209K -6,129 -8%
SS
1113
Sunbelt Securities
Texas
$2.08M -$4.42M -129,737 -66%
NFG
1114
Next Financial Group
Texas
$2.08M -$276K -8,108 -11%
KLCM
1115
KG&L Capital Management
Louisiana
$2.08M +$283K +8,303 +14%
KA
1116
Kovack Advisors
Florida
$2.08M -$293K -8,592 -11%
LWAC
1117
Laurel Wealth Advisors (California)
California
$2.07M -$177K -5,198 -7%
FVWA
1118
Foster Victor Wealth Advisors
South Carolina
$2.06M +$309K +9,055 +17%
DPIM
1119
Duff & Phelps Investment Management
Illinois
$2.06M +$49.6K +1,455 +2%
WB
1120
Webster Bank
Connecticut
$2.06M -$26.4K -774 -1%
IA
1121
IFP Advisors
Florida
$2.06M +$259K +7,594 +13%
CFMC
1122
Curbstone Financial Management Corp
New Hampshire
$2.06M -$59.3K -1,739 -3%
MBT
1123
Montecito Bank & Trust
California
$2.06M -$2.28K -67 -0.1%
KCM
1124
Kempner Capital Management
Texas
$2.05M +$1.31M +38,502 +138%
PPSG
1125
Princeton Portfolio Strategies Group
New Jersey
$2.05M +$16.5K +484 +0.7%

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.