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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
WFM
1401
Wolff Financial Management
Michigan
$1.21M +$99.8K +2,930 +8%
CWM
1402
Cornerstone Wealth Management
Missouri
$1.21M +$149K +4,376 +13%
BPCE
1403
Bank Pictet & Cie (Europe)
Germany
$1.21M +$166K +4,882 +14%
REMPR
1404
Roof Eidam Maycock Peralta (REMP)
California
$1.21M -$1.13M -33,289 -46%
FFG
1405
Frisch Financial Group
New York
$1.21M -$647 -19 -0%
DBRC
1406
D.B. Root & Company
Pennsylvania
$1.19M +$79.6K +2,337 +6%
BG
1407
Berry Group
Massachusetts
$1.18M -$521K -15,277 -29%
TFO
1408
Tarbox Family Office
California
$1.18M +$18.8K +552 +1%
CWM
1409
Centric Wealth Management
Illinois
$1.17M -$61.4K -1,803 -5%
KC
1410
Kingfisher Capital
North Carolina
$1.17M -$65.5K -1,921 -5%
EGM
1411
Engineers Gate Manager
New York
$1.17M -$5.77M -169,413 -82%
DP
1412
Dearborn Partners
Illinois
$1.17M +$215K +6,315 +20%
FSA
1413
Financial Sense Advisors
California
$1.17M +$261K +7,672 +26%
DLHL
1414
Donald L. Hagan LLC
Florida
$1.17M +$1.16M +34,158 New
MWM
1415
MinichMacGregor Wealth Management
New York
$1.17M +$1.16M +34,158 New
PK
1416
Pflug Koory
Nebraska
$1.17M +$26.9K +788 +2%
CC
1417
Cadinha & Co
Hawaii
$1.16M -$265K -7,783 -17%
KCM
1418
Kendall Capital Management
Maryland
$1.16M -$113K -3,322 -8%
FIB
1419
First Interstate Bank
Montana
$1.15M +$190K +5,562 +18%
CIA
1420
CSat Investment Advisory
Michigan
$1.15M +$404K +11,848 +47%
NB
1421
Nicolet Bankshares
Wisconsin
$1.15M -$74.5K -2,186 -6%
VNIM
1422
Vaughan Nelson Investment Management
Texas
$1.15M
WMA
1423
Wealth Management Associates
New Jersey
$1.15M +$54.9K +1,610 +5%
HIC
1424
Harvey Investment Company
Kentucky
$1.15M -$125K -3,663 -9%
CHC
1425
City Holding Co
West Virginia
$1.15M -$12.8K -377 -1%

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.