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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
RDWM
1126
Red Door Wealth Management
Tennessee
$2.05M +$342K +10,041 +18%
CCM
1127
Cox Capital Management
Massachusetts
$2.04M
HFA
1128
HC Financial Advisors
California
$2.04M +$49.7K +1,460 +2%
BWAM
1129
Boyd Watterson Asset Management
Ohio
$2.04M -$1.19K -35 -0.1%
MWM
1130
Mission Wealth Management
California
$2.03M -$238K -6,988 -10%
IC
1131
Intersect Capital
California
$2.03M +$164K +4,810 +8%
PAM
1132
Palisade Asset Management
Minnesota
$2.03M +$77.8K +2,283 +4%
CCG
1133
Cypress Capital Group
Florida
$2.02M -$517K -15,187 -19%
MCP
1134
Mirador Capital Partners
California
$2.02M +$269K +7,899 +17%
LF
1135
Lantz Financial
Illinois
$2.02M +$70.3K +2,062 +3%
WP
1136
WMS Partners
Maryland
$2.01M -$156K -4,589 -7%
CFGS
1137
Concourse Financial Group Securities
Alabama
$2.01M +$220K +6,463 +11%
WEC
1138
Winslow Evans & Crocker
Massachusetts
$2.01M -$141K -4,127 -6%
RP
1139
Rowlandmiller & Partners
Georgia
$2.01M -$13.5K -395 -0.6%
CNBTD
1140
Citizens National Bank Trust Department
Mississippi
$2.01M +$2.21M +64,766 New
DI
1141
Diligent Investors
California
$1.99M -$13.3K -390 -0.6%
BCP
1142
Berkeley Capital Partners
Georgia
$1.99M +$865K +25,392 +65%
PHS
1143
Pekin Hardy Strauss
Illinois
$1.98M -$69.7K -2,045 -3%
PI
1144
PFS Investments
Georgia
$1.97M +$969K +28,449 +81%
FFG
1145
Fortem Financial Group
California
$1.97M +$637K +18,693 +42%
HWM
1146
Hohimer Wealth Management
Washington
$1.97M +$646K +18,967 +54%
AHB
1147
Abner Herrman & Brock
New Jersey
$1.97M +$1.19M +34,845 +122%
NC
1148
NewSquare Capital
Pennsylvania
$1.96M +$132K +3,867 +6%
HBT
1149
Hills Bank & Trust
Iowa
$1.96M +$186K +5,458 +9%
VDFA
1150
Vickerman & Driscoll Financial Advisors
Washington
$1.96M +$775K +22,756 +56%

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.