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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
BWA
1201
BDO Wealth Advisors
Florida
$1.74M +$417K +12,232 +28%
FIM
1202
Freedom Investment Management
Connecticut
$1.74M +$256K +7,526 +19%
GAB
1203
German American Bancorp
Indiana
$1.73M +$18.8K +552 +1%
WAS
1204
Wesleyan Assurance Society
United Kingdom
$1.73M +$646K +18,972 +51%
KTC
1205
Kistler-Tiffany Companies
Pennsylvania
$1.73M
CCM
1206
Compton Capital Management
Rhode Island
$1.73M +$46K +1,349 +2%
GIC
1207
Gantzert Investment Company
Illinois
$1.72M -$7.19K -211 -0.4%
HCM
1208
Hall Capital Management
Rhode Island
$1.72M -$101K -2,957 -5%
AMIM
1209
Aull & Monroe Investment Management
Alabama
$1.72M +$11.4K +334 +0.6%
BDWM
1210
Brewin Dolphin Wealth Management
Ireland
$1.72M +$10.8K +316 +0.6%
AB
1211
Atlas Brown
Kentucky
$1.72M +$105K +3,094 +6%
SEC
1212
Seven Eight Capital
New York
$1.72M +$803K +23,562 +74%
JWCA
1213
J.W. Coons Advisors
Ohio
$1.71M +$1.88M +55,278 New
OPCM
1214
Osborne Partners Capital Management
California
$1.71M -$41.4K -1,215 -2%
PGIM
1215
Pacific Global Investment Management
California
$1.71M -$322K -9,458 -15%
PCM
1216
Perkins Capital Management
Minnesota
$1.71M +$3.85K +113 +0.2%
JWA
1217
JFS Wealth Advisors
Pennsylvania
$1.7M +$76.9K +2,258 +4%
NSEDCP
1218
NJ State Employees Deferred Compensation Plan
New Jersey
$1.7M
FAIM
1219
Financial Advocates Investment Management
Washington
$1.69M -$708K -20,781 -28%
CF
1220
Centaurus Financial
California
$1.69M +$188K +5,508 +11%
BA
1221
Bennicas & Associates
California
$1.68M -$77.2K -2,266 -4%
WPW
1222
Waldron Private Wealth
Pennsylvania
$1.68M -$66.2K -1,943 -3%
APW
1223
Aurora Private Wealth
New Jersey
$1.68M +$729K +21,399 +65%
CCFCSB
1224
Cape Cod Five Cents Savings Bank
Massachusetts
$1.68M -$115K -3,370 -6%
CAL
1225
Capital Analysts LLC
Pennsylvania
$1.68M +$194K +5,693 +12%

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.