We are live on ! Find out more

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
PI
126
PGGM Investments
Netherlands
$109M -$12.8M -374,385 -10%
Arrowstreet Capital
127
Arrowstreet Capital
Massachusetts
$109M +$116M +3,391,584 +2,762%
SCM
128
Shapiro Capital Management
Georgia
$108M +$119M +3,483,356 New
Swedbank
129
Swedbank
Sweden
$107M -$5.13M -150,428 -4%
Millennium Management
130
Millennium Management
New York
$106M -$59.6M -1,749,737 -34%
CI
131
Cincinnati Insurance
Ohio
$106M
Asset Management One
132
Asset Management One
Japan
$105M -$849K -24,914 -0.7%
HA
133
Homestead Advisers
Virginia
$103M -$4.16M -122,034 -4%
Pzena Investment Management
134
Pzena Investment Management
New York
$103M -$12.2K -358 -0%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$100M -$11.5M -336,139 -9%
KBC Group
136
KBC Group
Belgium
$98.9M +$18.3M +537,538 +20%
O
137
OrbiMed
New York
$98.3M +$108M +3,174,753 New
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$97.6M +$924K +27,108 +0.9%
Luther King Capital Management (LKCM)
139
Luther King Capital Management (LKCM)
Texas
$97.5M +$2.95M +86,505 +3%
BG
140
Bahl & Gaynor
Ohio
$96.7M -$20.3M -595,617 -16%
SO
141
STRS Ohio
Ohio
$96.5M +$18.5M +544,216 +21%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$94.7M -$24M -705,621 -19%
LPL Financial
143
LPL Financial
California
$93.2M +$6.29M +184,601 +7%
VanEck Associates
144
VanEck Associates
New York
$92.6M +$3.16M +92,856 +3%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$90.3M +$6.96M +204,202 +8%
MPI
146
Mairs & Power Inc
Minnesota
$89.9M -$2.22M -65,224 -2%
NFC
147
Northeast Financial Consultants
Connecticut
$89.7M +$11.8M +344,858 +14%
Skandinaviska Enskilda Banken (SEB)
148
Skandinaviska Enskilda Banken (SEB)
Sweden
$88.2M +$11.6M +338,980 +14%
JIM
149
Jupiter Investment Management
United Kingdom
$86.6M +$61.8M +1,815,107 +185%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$85.3M -$1.52M -44,626 -2%

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.