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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
EWM
1176
Empirical Wealth Management
Washington
$1.85M +$141K +4,143 +7%
OTPPB
1177
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.83M -$2.74M -80,386 -58%
PA
1178
Parallel Advisors
California
$1.83M +$647 +19 +0%
RBFC
1179
Roman Butler Fullerton & Co
Missouri
$1.83M -$489K -14,357 -20%
SC
1180
Slow Capital
California
$1.83M -$55.6K -1,633 -3%
CCM
1181
Crossvault Capital Management
Texas
$1.82M -$14.4K -422 -0.7%
AFM
1182
Andesa Financial Management
Pennsylvania
$1.82M -$306K -8,979 -13%
AF
1183
Advisornet Financial
Minnesota
$1.82M -$298K -8,739 -13%
Rafferty Asset Management
1184
Rafferty Asset Management
New York
$1.81M -$3.76M -110,229 -65%
SBWM
1185
Sunflower Bank Wealth Management
Arizona
$1.81M +$243K +7,130 +14%
CT
1186
Chicago Trust
Illinois
$1.8M -$34.7K -1,019 -2%
WG
1187
Welch Group
Alabama
$1.8M -$7.46K -219 -0.4%
WDA
1188
Wendell David Associates
New Hampshire
$1.8M -$62K -1,821 -3%
EWM
1189
Evermay Wealth Management
Virginia
$1.8M -$38.4K -1,128 -2%
IAMOG
1190
Investors Asset Management of Georgia
Georgia
$1.8M +$34.5K +1,012 +2%
CAAS
1191
Capital Asset Advisory Services
Michigan
$1.8M +$287K +8,417 +20%
CAM
1192
Cypress Asset Management
Texas
$1.77M +$7.05K +207 +0.4%
AFS
1193
Access Financial Services
Minnesota
$1.77M -$24.2K -709 -1%
GAM
1194
Griffin Asset Management
New York
$1.77M -$411K -12,071 -17%
MCM
1195
Murphy Capital Management
New Jersey
$1.77M -$117K -3,441 -6%
BAM
1196
Brave Asset Management
New Jersey
$1.76M +$5.69K +167 +0.3%
RB
1197
Rodgers Brothers
Pennsylvania
$1.76M +$36.2K +1,061 +2%
FA
1198
FMA Advisory
Pennsylvania
$1.76M +$103K +3,016 +6%
RIM
1199
Regent Investment Management
Kentucky
$1.75M -$19.7K -579 -1%
TCMG
1200
TSP Capital Management Group
New Jersey
$1.74M

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.