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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
PA
1376
Probity Advisors
Texas
$1.27M -$37.3K -1,094 -3%
EH
1377
Equitable Holdings
New York
$1.27M +$55.3K +1,622 +4%
AWM
1378
Aries Wealth Management
Maine
$1.26M
KFI
1379
Key Financial Inc
Pennsylvania
$1.25M -$59.5K -1,746 -4%
WA
1380
Wealth Alliance
New York
$1.25M -$145K -4,260 -10%
DAM
1381
Delta Asset Management
Tennessee
$1.25M -$3.17K -93 -0.2%
SCA
1382
Sage Capital Advisors
South Dakota
$1.25M +$112K +3,274 +9%
AA
1383
Argent Advisors
Louisiana
$1.25M +$456K +13,395 +50%
MSA
1384
Marino Stram & Associates
Massachusetts
$1.25M +$196K +5,751 +17%
CNFG
1385
Creegan & Nassoura Financial Group
New Hampshire
$1.24M
IWA
1386
Intercontinental Wealth Advisors
Texas
$1.24M +$837K +24,568 +158%
CC
1387
Colrain Capital
Massachusetts
$1.24M -$485K -14,229 -26%
WHG
1388
Westwood Holdings Group
Texas
$1.24M +$217K +6,375 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1389
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.24M -$43.4M -1,272,874 -97%
SCM
1390
Southport Capital Management
Tennessee
$1.24M +$15.7K +462 +1%
AIC
1391
Archer Investment Corporation
Indiana
$1.23M +$279K +8,187 +26%
DIM
1392
DC Investments Management
Virginia
$1.22M +$873K +25,617 +184%
FNFDCM
1393
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.22M -$1.53K -45 -0.1%
FWP
1394
FAS Wealth Partners
Kansas
$1.22M +$397K +11,637 +42%
MSFP
1395
Mark Sheptoff Financial Planning
Connecticut
$1.22M -$54.3K -1,595 -4%
QPWM
1396
Quadrant Private Wealth Management
Pennsylvania
$1.22M +$340K +9,987 +34%
PFBT
1397
Parkside Financial Bank & Trust
Missouri
$1.22M -$70.4K -2,066 -5%
ARMC
1398
American Research & Management Company
Massachusetts
$1.22M -$53.9K -1,581 -4%
FI
1399
FormulaFolio Investments
Michigan
$1.21M -$80.5K -2,361 -6%
MYIA
1400
Mount Yale Investment Advisors
Colorado
$1.21M +$73K +2,142 +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.