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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
AIC
1151
Ameritas Investment Company
Nebraska
$1.96M +$1.47M +43,103 +230%
HCM
1152
Howland Capital Management
Massachusetts
$1.95M -$136K -4,001 -6%
GRP
1153
Global Retirement Partners
California
$1.95M -$222K -6,504 -9%
FWM
1154
Frontier Wealth Management
Missouri
$1.94M +$500K +14,685 +31%
P
1155
Pitcairn
Pennsylvania
$1.94M +$523K +15,352 +32%
GWMIA
1156
Global Wealth Management Investment Advisory
Florida
$1.93M +$171K +5,010 +9%
FCCM
1157
First City Capital Management
Georgia
$1.93M -$37K -1,085 -2%
TA
1158
Townsend & Associates
Colorado
$1.92M +$5.66K +166 +0.3%
SC
1159
Schulhoff & Co
Ohio
$1.92M +$21.7K +637 +1%
TYCC
1160
Texas Yale Capital Corp
Florida
$1.9M -$828K -24,291 -28%
UAS
1161
United Asset Strategies
New York
$1.9M -$68.7K -2,016 -3%
HWA
1162
Heritage Way Advisors
Illinois
$1.9M -$66.1K -1,939 -3%
SIA
1163
SeaBridge Investment Advisors
New Jersey
$1.9M +$8.21K +241 +0.4%
RBC
1164
Roble Belko & Company
Pennsylvania
$1.9M +$1.15M +33,654 +122%
PF
1165
Phoenix Financial
Israel
$1.9M +$2.15M +63,148 New
VST
1166
Van Strum & Towne
California
$1.89M +$26K +764 +1%
PHIMC
1167
Private Harbour Investment Management & Counsel
Ohio
$1.89M -$19.9K -585 -0.9%
CA
1168
Claro Advisors
Massachusetts
$1.89M +$36.1K +1,058 +2%
IB
1169
Intrust Bank
Kansas
$1.88M -$152K -4,447 -7%
DDC
1170
DF Dent & Co
Maryland
$1.88M +$67.9K +1,992 +3%
DLA
1171
Douglas Lane & Associates
New York
$1.88M -$106K -3,118 -5%
RCM
1172
RNC Capital Management
California
$1.87M -$41K -1,202 -2%
CWM
1173
Concentric Wealth Management
California
$1.86M -$32.2K -944 -2%
PP
1174
PagnatoKarp Partners
Virginia
$1.86M +$53.3K +1,565 +3%
SWA
1175
SFMG Wealth Advisors
Texas
$1.86M +$63.1K +1,852 +3%

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.