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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$153M +$27.1M +794,979 +19%
MWNA
102
Marshall Wace North America
New York
$152M -$124M -3,625,164 -43%
First Trust Advisors
103
First Trust Advisors
Illinois
$151M +$19.3M +566,822 +13%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$147M -$8.1M -237,677 -5%
DnB Asset Management
105
DnB Asset Management
Norway
$144M +$43.5M +1,276,578 +38%
TIM
106
Thornburg Investment Management
New Mexico
$143M +$48.7M +1,428,063 +45%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$142M -$3.9M -114,341 -2%
Axa
108
Axa
France
$140M -$4.66M -136,857 -3%
SCCM
109
Schafer Cullen Capital Management
New York
$140M -$6.63M -194,442 -4%
SP
110
Sarasin & Partners
United Kingdom
$133M -$6.34M -186,067 -4%
GT
111
Glenmede Trust
Pennsylvania
$132M
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$132M
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$130M -$18.3M -535,948 -11%
AG
114
Aperio Group
California
$130M -$4.32M -126,667 -3%
Two Sigma Investments
115
Two Sigma Investments
New York
$129M -$106M -3,096,786 -43%
CB
116
Commerce Bank
Missouri
$127M +$204K +5,996 +0.1%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$124M +$1.76M +51,550 +1%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$123M -$615K -18,044 -0.5%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$122M +$5.29M +155,123 +4%
EAM
120
Eagle Asset Management
Florida
$119M -$9.63M -282,514 -7%
M&T Bank
121
M&T Bank
New York
$119M -$2.29M -67,128 -2%
KeyBank National Association
122
KeyBank National Association
Ohio
$117M -$9.78M -287,096 -7%
Lord, Abbett & Co
123
Lord, Abbett & Co
New Jersey
$110M -$5.63M -165,252 -4%
SSM
124
Sound Shore Management
Connecticut
$110M +$38.5M +1,130,870 +47%
N
125
Natixis
France
$109M +$64.1M +1,880,101 +114%

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.