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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
DWA
1276
Douglass Winthrop Advisors
New York
$1.55M -$508K -14,905 -23%
AS
1277
Altshuler Shaham
Israel
$1.55M +$479K +14,059 +39%
PCA
1278
Peddock Capital Advisors
Massachusetts
$1.55M -$102K -3,006 -6%
BMC
1279
Beaton Management Company
Massachusetts
$1.54M -$40.1K -1,177 -2%
MCM
1280
Manchester Capital Management
Vermont
$1.54M +$109K +3,206 +7%
MC
1281
Martin & Co
Tennessee
$1.54M +$36.4K +1,069 +2%
HA
1282
Hamel Associates
New Jersey
$1.53M +$484K +14,203 +40%
SFM
1283
Signet Financial Management
New Jersey
$1.52M +$194K +5,705 +15%
JHCP
1284
Jackson Hole Capital Partners
Oklahoma
$1.52M +$17.7K +520 +1%
GDP
1285
Great Diamond Partners
Maine
$1.52M -$71.9K -2,109 -4%
IFWM
1286
Institute for Wealth Management
Colorado
$1.52M -$68.3K -2,003 -4%
IIM
1287
Ipswich Investment Management
Massachusetts
$1.52M +$195K +5,713 +13%
MC
1288
MRJ Capital
New York
$1.52M -$1.2M -35,099 -42%
BSAM
1289
Blue Square Asset Management
New York
$1.52M +$418K +12,268 +33%
BP
1290
BBR Partners
New York
$1.51M -$534K -15,676 -24%
1WA
1291
180 Wealth Advisors
Washington
$1.51M -$222K -6,509 -12%
CFA
1292
CWS Financial Advisors
Michigan
$1.51M
CEP
1293
Chicago Equity Partners
Illinois
$1.5M -$136K -4,005 -8%
SCA
1294
Sippican Capital Advisors
Massachusetts
$1.5M +$21.4K +628 +1%
VIA
1295
Vident Investment Advisory
Georgia
$1.5M -$1.68M -49,324 -51%
PWMAG
1296
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$236K +6,922 +17%
WGA
1297
Weather Gauge Advisory
Virginia
$1.49M +$60.1K +1,764 +4%
HPC
1298
Hobart Private Capital
North Carolina
$1.49M -$231K -6,788 -12%
BSB
1299
Bangor Savings Bank
Maine
$1.49M +$18K +529 +1%
SPFA
1300
Summit Place Financial Advisors
New Jersey
$1.49M +$241K +7,062 +17%

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.