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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
BHIA
1326
Birch Hill Investment Advisors
Massachusetts
$1.41M -$291K -8,536 -16%
SIAP
1327
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.41M +$229K +6,709 +17%
DWM
1328
Dakota Wealth Management
Florida
$1.41M +$583K +17,095 +60%
SCM
1329
Schnieders Capital Management
California
$1.41M -$118K -3,453 -7%
FMTC
1330
Farmers & Merchants Trust Company
California
$1.41M +$24.1K +706 +2%
IFG
1331
Independent Financial Group
California
$1.41M +$1.55M +45,424 New
ECM
1332
EagleClaw Capital Management
Massachusetts
$1.4M +$32.3K +949 +2%
CCC
1333
Chelsea Counsel Company
California
$1.4M -$18K -527 -1%
WCM
1334
Wunderlich Capital Managemnt
Tennessee
$1.4M -$29.1K -853 -2%
CNAM
1335
Campbell Newman Asset Management
Wisconsin
$1.39M
LHC
1336
Little House Capital
Massachusetts
$1.39M -$35.3K -1,035 -2%
MWC
1337
MBM Wealth Consultants
Missouri
$1.39M +$57.9K +1,699 +4%
SSWM
1338
Sheets Smith Wealth Management
North Carolina
$1.39M -$105K -3,087 -6%
SGCA
1339
Steel Grove Capital Advisors
Tennessee
$1.39M +$27.9K +819 +2%
BO
1340
BRR OpCo
Ohio
$1.38M +$62.5K +1,833 +4%
FHA
1341
Flagship Harbor Advisors
Massachusetts
$1.38M -$87K -2,553 -5%
DIA
1342
Dana Investment Advisors
Wisconsin
$1.38M -$579K -16,987 -28%
CWM
1343
Calamos Wealth Management
Illinois
$1.38M -$4.61M -135,155 -75%
JWM
1344
Jackson Wealth Management
Florida
$1.37M -$664K -19,475 -34%
JIC
1345
Joel Isaacson & Co
New York
$1.37M -$888K -26,050 -37%
CPO
1346
Cerity Partners OCIO
New York
$1.36M +$3.2K +94 +0.2%
FMTCOCP
1347
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.36M
V
1348
VeraBank
Texas
$1.36M -$5.42K -159 -0.4%
IA
1349
Independence Advisors
Pennsylvania
$1.35M +$4.43K +130 +0.3%
FP
1350
Financial Perspectives
Minnesota
$1.35M +$9.54K +280 +0.6%

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.