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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
AW
1501
ACG Wealth
Georgia
$984K -$9.47K -278 -0.9%
CFG
1502
Capstone Financial Group
Oklahoma
$982K -$193K -5,673 -15%
BBP
1503
Banco BTG Pactual
Brazil
$979K +$1.08M +31,619 New
TCCM
1504
Timber Creek Capital Management
Massachusetts
$978K
SJIM
1505
St. Johns Investment Management
Florida
$978K +$38.1K +1,119 +4%
FBC
1506
Fairfield, Bush & Co
Connecticut
$977K +$3.58K +105 +0.3%
SFSG
1507
Stearns Financial Services Group
North Carolina
$975K +$28.5K +836 +3%
RIA
1508
Realta Investment Advisors
Delaware
$966K -$185K -5,425 -15%
CCG
1509
Chatham Capital Group
Georgia
$964K -$26.7K -783 -2%
WAM
1510
Weatherly Asset Management
California
$962K -$40.9K -1,199 -4%
EF
1511
Exeter Financial
Arizona
$959K +$20.3K +595 +2%
CAG
1512
Crestwood Advisors Group
Massachusetts
$958K -$95.8K -2,811 -8%
BFO
1513
Biltmore Family Office
North Carolina
$954K -$343K -10,064 -25%
MAM
1514
Mastrapasqua Asset Management
Tennessee
$950K +$76K +2,229 +8%
EGA
1515
E&G Advisors
Texas
$948K -$70.7K -2,076 -6%
AWE
1516
Avidian Wealth Enterprises
Texas
$948K +$416K +12,216 +66%
MIM
1517
Miller Investment Management
Pennsylvania
$947K
PFS
1518
Physicians Financial Services
North Carolina
$946K +$115K +3,375 +12%
SCI
1519
S&CO Inc
Massachusetts
$945K
MM
1520
Meridian Management
Arkansas
$941K
KFS
1521
Kurt F. Somerville
$938K +$56.4K +1,654 +6%
BPGAM
1522
BTG Pactual Global Asset Management
Bermuda
$936K +$1.03M +30,222 New
AWM
1523
Adams Wealth Management
Utah
$931K -$57.9K -1,698 -5%
MCM
1524
Maple Capital Management
Vermont
$931K -$49.6K -1,455 -5%
KFA
1525
Kelleher Financial Advisors
New York
$931K +$55.9K +1,641 +6%

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.