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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
BPM
1476
Bowling Portfolio Management
Ohio
$1.05M -$141K -4,124 -11%
BDF
1477
Balasa Dinverno & Foltz
$1.04M -$182K -5,329 -14%
TAM
1478
Trillium Asset Management
Massachusetts
$1.04M -$116K -3,407 -9%
PL
1479
Plancorp LLC
Missouri
$1.03M +$32.5K +954 +3%
ACC
1480
Accident Compensation Corp
New Zealand
$1.03M
PB
1481
Pinnacle Bancorp
Nebraska
$1.03M
RIG
1482
Renaissance Investment Group
Massachusetts
$1.02M
HFBOT
1483
Home Federal Bank of Tennessee
Tennessee
$1.02M +$6.1K +179 +0.5%
PMFA
1484
Plante Moran Financial Advisors
Michigan
$1.02M -$111K -3,264 -9%
ECM
1485
ExodusPoint Capital Management
New York
$1.01M -$1.16M -33,968 -51%
CWS
1486
Cypress Wealth Services
California
$1.01M -$43.8K -1,286 -4%
FIM
1487
Fernwood Investment Management
Massachusetts
$1.01M
IIC
1488
Integrated Investment Consultants
Michigan
$1M -$7.77K -228 -0.7%
GFS
1489
GYL Financial Synergies
Connecticut
$1M +$10.2K +299 +0.9%
CL
1490
Choreo LLC
Illinois
$1M -$72.3K -2,122 -6%
FQ
1491
First Quadrant
California
$997K -$33.8K -993 -3%
IC
1492
Inverness Counsel
New York
$995K -$36K -1,056 -3%
SIA
1493
Starfire Investment Advisers
Michigan
$994K -$68.8K -2,018 -6%
FCB
1494
First Command Bank
Texas
$990K -$6.2K -182 -0.6%
FCFS
1495
First Command Financial Services
Texas
$990K -$6.2K -182 -0.6%
DAC
1496
Dividend Assets Capital
South Carolina
$990K +$103K +3,020 +10%
OIA
1497
Optimum Investment Advisors
Illinois
$988K -$74.1K -2,175 -6%
WIP
1498
Wellesley Investment Partners
Massachusetts
$987K -$39.6K -1,163 -4%
SPI
1499
Santori & Peters Inc
Pennsylvania
$986K +$170 +5 +0%
MWM
1500
Modera Wealth Management
New Jersey
$986K +$15.2K +447 +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.