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
BAM
1526
Blueshift Asset Management
New Jersey
$931K +$1.02M +30,059 New
SCP
1527
Sandhill Capital Partners
New York
$926K +$53.3K +1,565 +6%
PAM
1528
Peak Asset Management
Colorado
$920K -$110K -3,237 -10%
MWM
1529
Madison Wealth Management
Ohio
$919K -$65.4K -1,918 -6%
B
1530
Bailard
California
$917K -$289K -8,488 -22%
NFG
1531
Nadler Financial Group
Illinois
$916K -$56.5K -1,657 -5%
GAM
1532
Gould Asset Management
California
$911K
VVP
1533
Venture Visionary Partners
Ohio
$911K +$213K +6,237 +27%
CMTU
1534
Capital Markets Trading (UK)
United Kingdom
$910K +$155K +4,546 +18%
SC
1535
Sawyer & Company
Massachusetts
$909K +$8.52K +250 +0.9%
HAM
1536
Hammer Asset Management
California
$907K -$2.03M -59,600 -67%
EMG
1537
ETF Managers Group
New Jersey
$903K +$781K +22,923 +369%
ROTUOC
1538
Regents of the University of California
California
$902K
BIM
1539
Bridgecreek Investment Management
Oklahoma
$901K +$18K +527 +2%
MFW
1540
Mosaic Family Wealth
Missouri
$899K -$11.7K -342 -1%
WCM
1541
Whitener Capital Management
North Carolina
$898K +$28.6K +838 +3%
SRAM
1542
Stone Ridge Asset Management
New York
$898K +$237K +6,957 +32%
LC
1543
Lavaca Capital
Texas
$897K
HIM
1544
Hotaling Investment Management
Pennsylvania
$896K +$7.91K +232 +0.8%
BIA
1545
Bigelow Investment Advisors
Maine
$893K +$57.2K +1,679 +6%
NFG
1546
Nations Financial Group
Iowa
$892K -$15.9K -466 -2%
AP
1547
Appleton Partners
Massachusetts
$891K -$253K -7,438 -21%
CI
1548
CX Institutional
Indiana
$887K +$41.5K +1,218 +4%
PH
1549
Pinnacle Holdings
Oklahoma
$887K +$44.9K +1,318 +5%
APG
1550
Abacus Planning Group
South Carolina
$883K -$4.67K -137 -0.5%

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.