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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
HFM
1226
Hartford Financial Management
Connecticut
$1.67M -$14.4K -422 -0.8%
SFP
1227
Shepherd Financial Partners
Massachusetts
$1.67M -$244K -7,153 -12%
AWM
1228
Avior Wealth Management
Nebraska
$1.67M -$26.6K -781 -1%
LPIC
1229
LeJeune Puetz Investment Counsel
Michigan
$1.67M -$55.8K -1,639 -3%
CBT
1230
Capital Bank & Trust
California
$1.67M -$2.11M -61,787 -53%
WI
1231
Wafra Inc
New York
$1.67M
MMHP
1232
Murphy Middleton Hinkle & Parker
Georgia
$1.67M +$9.44K +277 +0.5%
AWA
1233
Arete Wealth Advisors
Illinois
$1.66M +$196K +5,754 +12%
TFS
1234
Thoroughbred Financial Services
Tennessee
$1.66M +$17.2K +506 +1%
IAN
1235
Integrated Advisors Network
Texas
$1.66M +$263K +7,718 +17%
PFS
1236
Prospera Financial Services
Texas
$1.66M -$40.8K -1,197 -2%
ACM
1237
Advisors Capital Management
New Jersey
$1.65M -$1.75M -51,344 -49%
MPAM
1238
Murphy Pohlad Asset Management
Minnesota
$1.65M +$116K +3,414 +7%
PWA
1239
Providence Wealth Advisors
Illinois
$1.65M +$5.59K +164 +0.3%
HCM
1240
Hutchinson Capital Management
California
$1.65M -$87.9K -2,579 -5%
MOS
1241
MGO One Seven
Ohio
$1.65M +$30.7K +900 +2%
TCM
1242
Traynor Capital Management
Pennsylvania
$1.64M +$422K +12,377 +31%
EWA
1243
Exencial Wealth Advisors
Oklahoma
$1.64M +$170K +4,986 +10%
CAM
1244
Claret Asset Management
Quebec, Canada
$1.63M +$371K +10,888 +26%
CGM
1245
Capital Growth Management
Massachusetts
$1.63M +$1.8M +52,700 New
UBG
1246
United Bank (Georgia)
Georgia
$1.63M -$435K -12,752 -19%
MFW
1247
Meristem Family Wealth
Minnesota
$1.63M +$53K +1,554 +3%
CPIG
1248
Chicago Partners Investment Group
Illinois
$1.63M -$180K -5,273 -10%
MFG
1249
Magnus Financial Group
New York
$1.62M +$705K +20,693 +65%
CAC
1250
Certified Advisory Corp
Florida
$1.62M +$175K +5,126 +11%

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.