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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
BWM
1451
Baystate Wealth Management
Massachusetts
$1.08M -$1.5K -44 -0.1%
SFG
1452
Summit Financial Group
West Virginia
$1.08M -$1.5K -44 -0.1%
CRC
1453
Curi RMB Capital
Illinois
$1.08M -$1.18M -34,527 -50%
CBA
1454
Coastal Bridge Advisors
Connecticut
$1.08M +$5.11K +150 +0.4%
HIM
1455
HawsGoodwin Investment Management
Tennessee
$1.08M -$86.8K -2,546 -7%
TAM
1456
Troy Asset Management
United Kingdom
$1.08M
BFA
1457
Beacon Financial Advisory
Ohio
$1.08M +$13.9K +407 +1%
TAM
1458
Todd Asset Management
Kentucky
$1.08M +$1.18M +34,764 New
NIA
1459
Northstar Investment Advisors
Colorado
$1.07M
VA
1460
Valmark Advisers
Ohio
$1.07M -$16.4K -481 -1%
EF
1461
Empirical Finance
Pennsylvania
$1.07M +$396K +11,613 +51%
EAMA
1462
EFG Asset Management (Americas)
Florida
$1.07M -$49K -1,438 -4%
FA
1463
FCG Advisors
New Jersey
$1.07M +$476K +13,984 +68%
ZCA
1464
Zeke Capital Advisors
Pennsylvania
$1.06M -$4.48M -131,374 -79%
OFG
1465
OmniStar Financial Group
North Carolina
$1.06M +$791K +23,200 +208%
I2I
1466
Insight 2811 Inc
Illinois
$1.06M -$104K -3,046 -8%
VC
1467
Vicus Capital
Pennsylvania
$1.06M +$10.6K +310 +0.9%
FWC
1468
First Washington Corp
Washington
$1.06M +$988K +28,985 +550%
HL
1469
HeadInvest LLC
Maine
$1.06M +$43.2K +1,267 +4%
SCM
1470
SOL Capital Management
Maryland
$1.06M -$23.3K -685 -2%
RA
1471
Ramius Advisors
New York
$1.06M +$1.17M +34,196 New
CHAM
1472
Clear Harbor Asset Management
Connecticut
$1.05M -$274K -8,044 -19%
OMC
1473
Overbrook Management Corp
New York
$1.05M -$103K -3,009 -8%
JHP
1474
James Hambro & Partners
United Kingdom
$1.05M
BWM
1475
BCS Wealth Management
Tennessee
$1.05M +$1.15M +33,833 New

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.