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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
MCG
1351
MACRO Consulting Group
New Jersey
$1.34M +$121K +3,560 +10%
NB
1352
Northwest Bancshares
Pennsylvania
$1.34M -$73.6K -2,161 -5%
ACS
1353
Archford Capital Strategies
Illinois
$1.34M -$411K -12,060 -22%
MCWS
1354
McKinley Carter Wealth Services
West Virginia
$1.34M +$119K +3,503 +9%
ATPW
1355
Ashton Thomas Private Wealth
Arizona
$1.33M +$1.27M +37,410 +660%
AMG
1356
Asset Management Group
Connecticut
$1.33M -$9.61K -282 -0.7%
QCM
1357
Quest Capital Management
Texas
$1.32M +$174K +5,096 +14%
IP
1358
Investment Partners
Ohio
$1.32M +$51.4K +1,509 +4%
BJL
1359
Brighton Jones LLC
Washington
$1.32M +$91.2K +2,676 +7%
BWP
1360
Baldwin Wealth Partners
Massachusetts
$1.31M -$61.2K -1,795 -4%
PTC
1361
Philadelphia Trust Company
Pennsylvania
$1.31M +$16.2K +475 +1%
KTA
1362
Keeley-Teton Advisors
Illinois
$1.31M -$41K -1,204 -3%
BOPW
1363
Brandywine Oak Private Wealth
Pennsylvania
$1.31M -$423K -12,418 -23%
WWM
1364
Western Wealth Management
Colorado
$1.31M +$945K +27,740 +191%
SACTSONJ
1365
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M
UFG
1366
United Fire Group
Iowa
$1.31M
IA
1367
IFG Advisory
Georgia
$1.3M +$159K +4,653 +12%
RM
1368
Resource Management
Louisiana
$1.3M -$25.4K -745 -2%
PWS
1369
Peloton Wealth Strategists
Indiana
$1.3M -$41.3K -1,212 -3%
CGL
1370
Clarius Group LLC
Washington
$1.29M +$96.2K +2,822 +7%
SGA
1371
Strategic Global Advisors
California
$1.29M -$141K -4,132 -9%
FIM
1372
Frontier Investment Management
Texas
$1.29M -$122K -3,583 -8%
FFN
1373
Focus Financial Network
Minnesota
$1.28M -$45.5K -1,334 -3%
SWM
1374
Sculati Wealth Management
Michigan
$1.28M +$159K +4,662 +13%
FNBOSM
1375
First National Bank of South Miami
Florida
$1.28M -$5.35K -157 -0.4%

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.