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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
Aristotle Capital Management
1101
Aristotle Capital Management
California
$2.55M -$228K -6,227 -8%
LWCFA
1102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.55M +$126K +3,434 +5%
CC
1103
Centiva Capital
New York
$2.54M -$1.72M -46,968 -40%
RDWM
1104
Red Door Wealth Management
Tennessee
$2.54M -$39.7K -1,083 -2%
CWM
1105
Calamos Wealth Management
Illinois
$2.53M +$1.45M +39,437 +135%
PFS
1106
Prospera Financial Services
Texas
$2.53M +$2.51M +68,414 +34,037%
VDI
1107
Vaughan David Investments
Illinois
$2.52M -$594K -16,197 -19%
AWM
1108
Avitas Wealth Management
California
$2.51M +$809K +22,049 +48%
BIM
1109
Bridges Investment Management
Nebraska
$2.51M -$309K -8,417 -11%
DWM
1110
Dakota Wealth Management
Florida
$2.51M -$2.2M -59,890 -47%
CCA
1111
Checchi Capital Advisers
California
$2.5M -$109K -2,964 -4%
RCM
1112
RNC Capital Management
California
$2.5M +$77.5K +2,112 +3%
CG
1113
Cutler Group
California
$2.5M -$1.31M -35,789 -35%
WFG
1114
Wills Financial Group
Virginia
$2.5M -$225K -6,147 -8%
CFG
1115
Citizens Financial Group
Rhode Island
$2.5M -$258K -7,037 -9%
AWA
1116
Arete Wealth Advisors
Illinois
$2.49M -$154K -4,200 -6%
MBT
1117
Montecito Bank & Trust
California
$2.48M -$81.4K -2,219 -3%
CFMC
1118
Curbstone Financial Management Corp
New Hampshire
$2.48M -$1.28K -35 -0.1%
MWM
1119
Modera Wealth Management
New Jersey
$2.48M +$1.47M +40,076 +146%
SFS
1120
Strategic Financial Services
New York
$2.47M -$160K -4,362 -6%
ACP
1121
Aviance Capital Partners
Florida
$2.47M -$128K -3,481 -5%
MCM
1122
Murphy Capital Management
New Jersey
$2.47M -$26.9K -733 -1%
CCM
1123
Cohen Capital Management
California
$2.47M -$229K -6,238 -9%
CAM
1124
Cozad Asset Management
Illinois
$2.46M -$430K -11,730 -15%
DDC
1125
DF Dent & Co
Maryland
$2.45M -$143K -3,892 -6%
43 44
45
46 47

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.