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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
QCG
1301
Quadrant Capital Group
Ohio
$1.49M -$658K -19,321 -29%
DBT
1302
Dubuque Bank & Trust
Iowa
$1.48M +$62.7K +1,840 +4%
WBC
1303
West Branch Capital
Massachusetts
$1.48M -$235K -6,882 -13%
TI
1304
Truehand Inc
New Hampshire
$1.47M
MIC
1305
Means Investment Company
Maine
$1.47M -$26.9K -788 -2%
GBT
1306
Grove Bank & Trust
Florida
$1.47M +$153K +4,496 +10%
ARG
1307
Advisory Resource Group
Oklahoma
$1.46M -$232K -6,794 -13%
SIC
1308
Shoker Investment Counsel
Ohio
$1.46M +$91.7K +2,691 +6%
FAM
1309
Formidable Asset Management
Ohio
$1.45M +$121K +3,547 +8%
MWA
1310
Marshall Wace Asia
Hong Kong
$1.45M +$1.6M +46,821 New
RCM
1311
Radnor Capital Management
Pennsylvania
$1.45M -$197K -5,777 -11%
BFC
1312
Blue Fin Capital
Rhode Island
$1.44M +$46.6K +1,368 +3%
Credit Agricole
1313
Credit Agricole
France
$1.44M -$611K -17,932 -28%
NG
1314
NatWest Group
United Kingdom
$1.44M -$62.3K -1,829 -4%
WTB
1315
Washington Trust Bank
Washington
$1.43M +$78.4K +2,302 +5%
RIM
1316
Rampart Investment Management
Connecticut
$1.43M -$749K -21,972 -32%
WI
1317
WrapManager Inc
California
$1.43M +$560K +16,427 +55%
LS
1318
Leelyn Smith
Illinois
$1.43M +$212K +6,214 +16%
RA
1319
RFG Advisory
Alabama
$1.43M +$51.5K +1,511 +3%
CLOS
1320
Compagnie Lombard Odier SCmA
Switzerland
$1.42M +$331K +9,726 +27%
TA
1321
Tiedemann Advisors
New York
$1.42M -$445K -13,061 -22%
TIA
1322
Traphagen Investment Advisors
New Jersey
$1.41M +$95.4K +2,801 +7%
HT
1323
HighTower Trust
Texas
$1.41M -$23K -675 -1%
WIC
1324
Whitegate Investment Counselors
New Hampshire
$1.41M -$14.4K -422 -0.9%
DAS
1325
Dynamic Advisor Solutions
Arizona
$1.41M -$3.07K -90 -0.2%

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.