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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
SAA
1426
Southeast Asset Advisors
Georgia
$1.15M +$3.71K +109 +0.3%
PD
1427
Planning Directions
Pennsylvania
$1.15M +$1.26M +37,079 New
CCA
1428
Cobblestone Capital Advisors
New York
$1.15M -$110K -3,230 -8%
SC
1429
Saybrook Capital
North Carolina
$1.15M
EPWM
1430
Essex Private Wealth Management
Massachusetts
$1.15M -$5.72K -168 -0.5%
SAM
1431
Sectoral Asset Management
Quebec, Canada
$1.14M +$1.26M +36,890 New
TAIM
1432
TD Ameritrade Investment Management
Nebraska
$1.14M -$220K -6,453 -15%
9WM
1433
9258 Wealth Management
Ohio
$1.14M -$71.3K -2,093 -6%
BFA
1434
Beaumont Financial Advisors
Massachusetts
$1.14M -$44.9K -1,319 -3%
AAS
1435
Annex Advisory Services
Wisconsin
$1.14M +$153K +4,501 +14%
MCG
1436
Meru Capital Group
New York
$1.14M +$1.25M +36,679 New
ADL
1437
Asset Dedication LLC
California
$1.13M -$321K -9,418 -21%
TBNY
1438
Trustco Bank (New York)
New York
$1.12M -$5.79K -170 -0.5%
FCA
1439
FLC Capital Advisors
California
$1.12M +$170K +4,996 +16%
CIG
1440
Cairn Investment Group
Washington
$1.12M -$124K -3,629 -9%
LC
1441
LCNB Corp
Ohio
$1.11M +$72.2K +2,120 +6%
KCPG
1442
Kavar Capital Partners Group
Kansas
$1.11M -$176K -5,153 -13%
MVA
1443
Mount Vernon Associates
Maryland
$1.11M +$43.1K +1,265 +4%
WP
1444
WealthSource Partners
California
$1.1M +$294K +8,620 +32%
CMO
1445
Covenant Multifamily Offices
Texas
$1.1M -$946K -27,755 -44%
CG
1446
CFO4Life Group
Texas
$1.1M -$91.3K -2,679 -7%
MSAM
1447
Moloney Securities Asset Management
Missouri
$1.1M -$24.8K -728 -2%
NDSI
1448
Newman Dignan & Sheerar Inc
Rhode Island
$1.09M -$26.6K -782 -2%
LSAG
1449
Lake Street Advisors Group
New Hampshire
$1.09M +$30.2K +885 +3%
JSL
1450
JT Stratford LLC
Georgia
$1.09M +$476K +13,978 +66%

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.