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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
GIM
1251
Greylin Investment Management
Virginia
$1.62M +$46.5K +1,366 +3%
LOAME
1252
Lombard Odier Asset Management (Europe)
United Kingdom
$1.62M -$352K -10,325 -17%
TTWM
1253
TCV Trust & Wealth Management
Virginia
$1.62M -$135K -3,974 -7%
EP
1254
Edgestream Partners
New Jersey
$1.61M -$1.3M -38,014 -42%
CNC
1255
Citizens & Northern Corp
Pennsylvania
$1.61M +$78.5K +2,304 +5%
ST
1256
Spinnaker Trust
Maine
$1.6M -$41K -1,204 -2%
PIMJS
1257
PKO Investment Management Joint-Stock
Poland
$1.6M
POIA
1258
Pin Oak Investment Advisors
Texas
$1.59M -$237K -6,968 -12%
HI
1259
Human Investing
Oregon
$1.59M -$125K -3,662 -7%
PCAP
1260
Pratt Collard Advisory Partners
New York
$1.59M -$273 -8 -0%
SC
1261
Stolper & Co
Oklahoma
$1.59M +$1.75M +51,411 New
BSA
1262
Bull Street Advisors
Georgia
$1.59M +$4.33K +127 +0.2%
TGAM
1263
TBH Global Asset Management
Tennessee
$1.59M -$367K -10,777 -20%
OPTFSNA
1264
Old Point Trust & Financial Services N A
Virginia
$1.58M -$869K -25,504 -33%
EH
1265
Employers Holdings
Nevada
$1.58M +$278K +8,158 +19%
CRB
1266
Chad R. Baker
$1.58M -$1.69M -49,538 -49%
GVAG
1267
Great Valley Advisor Group
Delaware
$1.58M +$34.8K +1,021 +2%
CIM
1268
CenturyLink Investment Management
Colorado
$1.58M
ANRIA
1269
American National Registered Investment Advisor
Texas
$1.57M -$20.5K -601 -1%
VCM
1270
Vivaldi Capital Management
Illinois
$1.57M -$20.2K -594 -1%
CIP
1271
Capital Insight Partners
Arizona
$1.57M +$101K +2,978 +6%
ST
1272
Somerset Trust
Pennsylvania
$1.57M -$232K -6,795 -12%
SMC
1273
Smith, Moore & Co
Missouri
$1.56M +$98.3K +2,885 +6%
DCM
1274
Delta Capital Management
New Jersey
$1.56M +$1.15M +33,654 +200%
TPA
1275
Trivium Point Advisory
Connecticut
$1.56M +$86K +2,523 +6%

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.